Insurance Consultant

Sanlam Limited; Bellville; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm is seeking an Insurance Consultant based in Bellville. The role involves providing end-to-end support to intermediaries, focusing on customer satisfaction and business growth. Ideal candidates will have a Grade 12 qualification, 60 FAIS credits in Commercial lines, and experience in Financial Services with a background in Short Term Insurance being advantageous. Join us to help build strong relationships and enhance your career with professional growth opportunities.

Qualifications

• Minimum of 3 years’ experience in Financial Services, Short Term Insurance advantageous.
• Ability to analyse requests and provide quotations.
• Experience in managing client expectations and resolving insurance queries.

Responsibilities

• Provide telephonic/email support to intermediaries.
• Deliver exceptional service to exceed customer expectations.
• Contribute to net profit and growth targets.

Skills

Excellent verbal communication

Excellent written communication

Interpersonal skills

Situational adaptability

Education

Matric/Grade 12

60 FAIS credits - Commercial lines

Relevant insurance qualification (e.g. NQF level 5)

Tertiary qualification

Job description

What will you do?

Santam Operations, Commercial Contact Centre have a career opportunity available for an Insurance Consultant (JG10) base in Bellville. The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.

What will make you successful in this role?

This role is focused on, but not limited to.

• Contribution to the net profit and growth targets for business.
• Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Providing telephonic / email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
• Dealing with general insurance and policy specific enquiries.
• Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
• Initiating out dials to intermediaries to discuss quotations and / or convert policies.
• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.
• New business issuance / policy maintenance/ renewal / agri aspects of policies.
• Assisting to resolve all insurance queries within required timeframe and compliance requirements.
• Managing client expectation on expected turnaround times for submitted requests.
• Adhering to underwriting criteria and regional requirements.
• Assist with profiling the client with the best suitable product and underwriting criteria.
• Assisting in implementing solutions for improvement.
• Adhering to workforce management principles to ensure that we optimize productivity.
• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance.
• Ensuring that business targets are met.

Qualifications and Experience

• Matric / Grade 12
• 60 FAIS credits - Commercial lines
• Minimum of 3 years’ experience in Financial Services experience - Short Term Insurance - would be advantageous
• A relevant insurance related qualification (e.g. NQF level 5) would be advantageous.
• Tertiary qualification would be advantageous

Knowledge and skills

• Excellent verbal and written communication skills to request information and correspond with internal / external stakeholders.
• Excellent interpersonal skills, collaborating with internal / external stakeholders.
• Conduct efficient administration.
• Optimising work processes.
• Situational adaptability

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Drives results - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro‑inclusivity and fostering a workplace where everyone can thrive.