Insurance Consultant

Sanlam Investments; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Sanlam Investments is seeking an Insurance Consultant in Johannesburg. The role involves servicing broker requests, managing client expectations, and ensuring adherence to underwriting criteria. Candidates should have a Grade 12 qualification, FAIS credits, and a minimum of three years experience in short-term insurance, particularly in commercial lines.

Qualifications

• Minimum of 3 years’ experience in short term insurance commercial lines.
• Proven work experience in commercial, agriculture policy administration and underwriting.
• Experience with broker servicing and insurance queries.

Responsibilities

• Servicing broker requests and providing telephonic/email support.
• Managing client expectations and handling insurance queries.
• Adhering to compliance requirements and underwriting criteria.

Skills

Verbal communication

Written communication

Interpersonal skills

Administration

Work process optimization

Education

Matric/Grade 12

120 commercial lines FAIS credits

Relevant insurance qualification (NQF level 5)

Job description

Job title : Insurance Consultant

Job Location : Gauteng, JohannesburgDeadline : June 27, 2025Quick Recommended Links

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What will make you successful in this role?

• This role is focused on, but not limited to; servicing broker requests, including enquiries.
• 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
• Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies
• Assisting to resolve all insurance queries within required timeframe and compliance requirements
• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books
• Undertaking to adjust premiums in line with new asset values
• 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
• Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product
• Assisting in implementing solutions for improvement and
• Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
  
  

Qualifications And Experience

• Matric/ Grade 12
• 120 commercial lines FAIS credits
• A relevant insurance related qualification (e.g. NQF lev 5) would be advantageous
• Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
• Minimum of 3 years’ experience in short term insurance commercial lines
  
  

Knowledge and Skill

• Excellent verbal and written communication skills
• Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
• Ensure adherence to quality, compliance and accreditation standards
• Conduct efficient administration
• Optimising work processes
  
  

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently
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