Insurance Consultant

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

Job summary

A leading insurance company in Johannesburg is seeking experienced Insurance Consultants to provide comprehensive support to brokers. This role involves managing policies, assisting with inquiries and ensuring client satisfaction. Candidates should have at least 3 years' experience in short term insurance and a relevant qualification. Join us in shaping the future of insurance.

Benefits

Diversity and inclusion commitment

Opportunities for career growth

Qualifications

• Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets.
• Proven work experience in commercial, agriculture policy administration and underwriting.

Responsibilities

• Providing telephonic/email support to intermediaries and brokers.
• Dealing with general insurance and policy-specific enquiries.
• Managing client expectations on requested turnaround times.

Skills

Verbal and written communication skills

Interpersonal skills

Customer Service

Team Support

Situational Adaptability

Action Oriented

Education

Matric/Grade 12

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

Job description

Overview

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

Responsibilities

• 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.

Qualification 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 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

• Customer Service
• Team Support
• Situational Adaptability
• Action Oriented

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities.

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.

Take the next step in your career—apply now and be part of a company that’s shaping the future of insurance. This is Freedom!