Insurance Consultant

Santam Insurance; Johannesburg; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading company in the short-term insurance sector is seeking Insurance Consultants in Johannesburg to provide comprehensive service support to brokers. This role involves managing policies and supporting clients while ensuring compliance with underwriting criteria. Candidates should possess a strong background in commercial lines insurance with a focus on exceptional communication and administrative skills.

Qualifications

• Proven experience in commercial and agricultural policy administration and underwriting.
• Minimum 3 years’ experience in short-term insurance commercial lines and/or agricultural assets.

Responsibilities

• Servicing broker requests, including enquiries.
• Managing sales quotes, new policies, policy maintenance, renewals.
• Advising brokers to meet clients’ needs with appropriate cover and products.

Skills

Communication

Interpersonal skills

Administrative skills

Compliance adherence

Education

Matric/Grade 12

60 FAIS credits in commercial lines

Relevant insurance qualification (e.g., NQF Level 5)

Job description

What will you do?

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

What does an Insurance Consultant do?

• Servicing broker requests, including enquiries.
• Providing telephonic/email support to intermediaries, authorized representatives, and broker services.
• Handling general insurance and policy-specific enquiries.
• Managing sales quotes, new policies, policy maintenance, renewals, and agricultural aspects of policies.
• Resolving insurance queries within required timeframes and compliance standards.
• Following up with clients when policies are canceled to understand reasons and attempt retention.
• Adjusting premiums based on new asset values.
• Managing client expectations regarding turnaround times.
• Adhering to underwriting criteria and regional requirements.
• Profiling clients to recommend suitable products and underwriting options.
• Advising brokers to meet clients’ needs with appropriate cover and products.
• Implementing process improvements.
• Standing in for colleagues during absences.

Qualifications and Experience

• Matric/Grade 12
• 60 FAIS credits in commercial lines
• Relevant insurance qualification (e.g., NQF Level 5) advantageous
• Proven experience in commercial and agricultural policy administration and underwriting within short-term insurance
• Minimum 3 years’ experience in short-term insurance commercial lines and/or agricultural assets

Knowledge and Skills

• Excellent verbal and written communication skills
• Strong interpersonal skills for internal and external collaboration
• Adherence to quality, compliance, and accreditation standards
• Efficient administrative skills
• Ability to optimize work processes

Personal Attributes

• Effective communication and independent contribution
• Action-oriented and adaptable to situations
• Ability to optimize work processes independently

Our commitment to transformation

Santam is a market leader in Southern Africa's general insurance industry, committed to transformation and growth. While headquartered in South Africa, we are expanding into emerging markets across Africa and Asia. Serving over 1 million policyholders, we support individuals, businesses, and top-listed companies, emphasizing our commitment to providing peace of mind and protecting our clients' freedom to seize each day.

We value diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from all backgrounds, including persons with disabilities, and promote neuro-inclusivity.

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