Insurance Consultant

Santam Insurance; Johannesburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their team in a role focused on servicing broker requests and providing exceptional support. This position involves managing client expectations, resolving insurance queries, and ensuring compliance with underwriting criteria. The ideal candidate will have a strong background in short-term insurance, excellent communication skills, and a commitment to delivering quality service. If you're passionate about helping clients and thrive in a collaborative environment, this opportunity is perfect for you to make a significant impact in the insurance sector.

Qualifications

• 3+ years experience in short-term insurance commercial lines.
• Relevant insurance qualification is advantageous.

Responsibilities

• Servicing broker requests and providing telephonic/email support.
• Managing client expectations and resolving insurance queries.
• Assisting with policy issuance, maintenance, and renewals.

Skills

Verbal Communication

Written Communication

Interpersonal Skills

Client Management

Education

Matric / Grade 12

Insurance related qualification (NQF lev 5)

Job description

Job Location : Gauteng, Johannesburg

Deadline : April 26, 2025

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
• 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