Commercial Insurance Consultant Intermediary Support Quotes

Sanlam Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Santam is seeking Insurance Consultants (JG10) in Cape Town to provide end-to-end service and support to intermediaries, ensuring accurate quotations and compliant processes. You will work in a fast-paced environment, delivering high-quality customer interactions and maintaining strict turnaround times.

The role requires qualification in FAIS and experience in short-term insurance, with opportunities to grow within Santam’s expansive group and transformation-driven culture.

Qualifications

• Matric / Grade 12 is required.
• 60 FAIS credits - Commercial lines are required.
• Minimum 3 years’ experience in Short Term Insurance - Commercial Lines.
• A relevant insurance related qualification (e.g. NQF level 4) would be advantageous.
• Tertiary qualification would be advantageous.
• Preferable work experience in agriculture would be advantageous.

Responsibilities

• Provide end-to-end service and support to intermediaries.
• Deliver exceptional service that exceeds customers’ expectations.
• Provide telephonic/email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
• Analyse intermediary requests and provide quotations to secure the business (conversion).
• Initiate outbound calls to intermediaries to discuss quotations and/or convert policies.
• Issuing new business.
• Assist to resolve all insurance queries within required timeframe and compliance requirements.
• Manage client expectations on turnaround times for submitted requests.
• Adhere to underwriting criteria and regional requirements.
• Assist in profiling the client with the best suitable product and underwriting criteria.
• Assist in implementing solutions for improvement.
• Adhere to workforce management principles to optimize productivity.
• Prioritise workflow and ensure tasks meet productivity, quality, and timeline standards.

Skills

Verbal communication

Written communication

Interpersonal skills

Quality compliance

Administration

Process optimization

Education

Matric/Grade 12

60 FAIS credits - Commercial lines

Insurance-related qualification (NQF4)

Tertiary qualification advantageous

Job description

Santam is seeking Insurance Consultants (JG10) in Cape Town to provide end-to-end service and support to intermediaries, ensuring accurate quotations and compliant processes. You will work in a fast-paced environment, delivering high-quality customer interactions and maintaining strict turnaround times.

The role requires qualification in FAIS and experience in short-term insurance, with opportunities to grow within Santam’s expansive group and transformation-driven culture.