Insurance Consultant (10)(Cape Town, Bellville)

Sanlam Limited; Bellville; On-site; ZAR 200,000 - 400,000; Full time

Job summary

An established industry player in the insurance sector is seeking dynamic Insurance Consultants in Bellville. This role focuses on delivering exceptional service to intermediaries, ensuring client satisfaction, and contributing to business growth. You'll engage in proactive communication, provide tailored insurance solutions, and manage queries efficiently. Join a diverse and inclusive team committed to excellence and transformation within the insurance landscape. If you're passionate about client service and have a background in short-term insurance, this is the perfect opportunity to advance your career in a supportive environment.

Qualifications

• 3+ years experience in Short Term Insurance - Commercial Lines.
• Proven work experience in commercial underwriting within the short-term insurance industry.

Responsibilities

• Deliver exceptional service and support to intermediaries.
• Manage client expectations and resolve insurance queries promptly.
• Assist in achieving net profit and growth targets.

Skills

Verbal Communication

Written Communication

Interpersonal Skills

Analytical Skills

Customer Service

Education

Matric / Grade 12

60 FAIS credits - Commercial lines

Relevant insurance qualification (e.g., NQF level 4)

Job description

Date: 11 Apr 2025

Location: Bellville, Western Cape

Who are we?

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.

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.

Responsibilities

This role is focused on, but not limited to:

1. Contribution to the net profit and growth targets for business.
2. Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
3. Providing telephonic/email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
4. Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
5. Initiating out dials to intermediaries to discuss quotations and/or convert policies.
6. New business issuance.
7. Assisting to resolve all insurance queries within required timeframe and compliance requirements.
8. Managing client expectation on expected turnaround times for submitted requests.
9. Adhering to underwriting criteria and regional requirements.
10. Assist with profiling the client with the best suitable product and underwriting criteria.
11. Assisting in implementing solutions for improvement.
12. Adhering to workforce management principles to ensure that we optimize productivity.
13. Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance management systems to improve personal performance.
14. Ensuring that business targets are met.
15. 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

1. Matric / Grade 12
2. 60 FAIS credits - Commercial lines
3. Minimum of 3 years’ experience in Short Term Insurance - Commercial Lines
4. Proven work experience in commercial underwriting within the short-term insurance industry
5. A relevant insurance related qualification (e.g., NQF level 4) would be advantageous
6. Preferable work experience in agriculture would be advantageous

Knowledge and Skills

1. Excellent verbal and written communication skills. Use of clear and effective verbal communication skills to request information and correspond with intermediaries.
2. Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients.
3. Ensure adherence to quality, compliance, and accreditation standards.
4. Conduct efficient administration.
5. Optimising work processes.

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.