Insurance Consultant

Sanlam Limited; South Africa; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Santam is seeking a dedicated professional in South Africa to service broker requests and support policy administration for commercial lines and Agri assets. You will contribute to growth targets and deliver proactive solutions while maintaining high service standards.

The role requires Matric and an NQF 5 insurance qualification with at least 3 years’ short-term insurance experience. Strong communication, teamwork, and a client‑facing mindset are essential.

Qualifications

• Matric/Grade 12 and an NQF 5 insurance qualification.
• Minimum 3 years’ experience in short-term commercial lines and/or Agri assets.
• Strong verbal and written communication and stakeholder management.

Responsibilities

• Servicing broker requests and enquiries.
• Contributing to net profit and growth targets.
• Delivering exceptional service to brokers and clients.
• Providing telephonic/email support to intermediaries on record.
• Assisting with policy issuance, maintenance and renewals.
• Aiding in underwriting compliance and regional criteria.
• Standing in for consultants during busy periods or leave.

Skills

Communication

Interpersonal skills

Quality standards

Team support

Customer service

Education

Matric/Grade 12

NQF 5 Insurance qualification

Short-term insurance experience

Job description

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.

What will make you successful in the role

This role is focused on, but not limited to;

• Servicing broker requests, including enquiries.
• Contribution to the net profit and growth targets for business.
• Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• 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)
• 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 Customer Service
• Quality, compliance and accreditation
• Team Support

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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.

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.