Insurance Consultant

Santam; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance company in Johannesburg is seeking an Insurance Consultant to provide support to brokers and manage insurance policies. This role involves addressing broker queries, assisting with policy renewals and maintenance, and ensuring compliance with regulations. Candidates should have Matric, commercial lines FAIS credits, and a minimum of 3 years' experience in short-term insurance. Excellent communication and interpersonal skills are essential for success in this position.

Qualifications

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

Responsibilities

• Provide telephonic/email support to brokers and intermediary.
• Manage client expectations and resolve insurance queries.
• Assist in policy maintenance, renewal, and new policy issuance.

Skills

Excellent verbal and written communication skills

Excellent interpersonal skills

Customer Service

Team Support

Education

Matric / Grade 12

60 commercial lines FAIS credits

Relevant insurance related qualification (NQF lev 5)

Job description

What will you do?

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.

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; 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
• 60 commercial lines FAIS credits
• A relevant insurance related qualification (. 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
• Communicates effectively
• Situational Adaptability
• Action Oriented