Insurance Consultant

Sanlam; Johannesburg; On-site; ZAR 250 000 - 450 000; Full time

Job summary

An established industry player is seeking Insurance Consultants to join their dynamic team in Johannesburg. In this role, you will provide comprehensive support to brokers, ensuring excellent service delivery and compliance with underwriting standards. Your responsibilities will include addressing broker inquiries, managing policy issuance and maintenance, and assisting clients in selecting the best insurance products. This position offers a unique opportunity to contribute to a leading company in the general insurance sector, where your skills in communication and administration will be highly valued. If you are passionate about client service and thrive in a collaborative environment, this role is perfect for you.

Qualifications

• Minimum of 3 years’ experience in short term insurance commercial lines.
• Proven work experience in commercial, agriculture policy administration.

Responsibilities

• Servicing broker requests and providing telephonic/email support.
• Managing client expectations and adhering to underwriting criteria.
• Assisting in implementing solutions for improvement.

Skills

Verbal communication

Written communication

Interpersonal skills

Administration

Optimizing work processes

Education

Matric/Grade 12

60 commercial lines FAIS credits

Insurance related qualification (e.g. NQF lev 5)

Job description

What will you do?

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Johannesburg (Hill On Empire, Parktown). The insurance consultant role is focused on providing an end-to-end service and support to brokers.

What does Insurance Consultant do?

• 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;
• Standing in for Consultants should they be absent.

Qualification and Experience

• Matric/Grade 12
• 60 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 and/or Agri assets

Knowledge and Skills

• 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

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.

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

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.