Insurance Consultant Commercial (JG 10) (Hill on Empire)

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 comprehensive support to intermediaries. The role focuses on delivering exceptional customer service, managing inquiries, and ensuring business compliance. Candidates must have Matric and at least three years of experience in financial services, preferably in short-term insurance. Strong communication skills and adaptability are essential. Competitive salary and opportunities for growth are offered.

Qualifications

• At least 3 years of experience in Financial Services, short term insurance is advantageous.
• Experience in managing insurance-related queries and services.
• Ability to collaborate with various stakeholders effectively.

Responsibilities

• Deliver exceptional service that exceeds customer expectations.
• Provide telephonic/email support to intermediaries.
• Handle general insurance and policy-specific inquiries.
• Engage in proactive follow-ups to retain policyholders.
• Ensure business and regulatory compliance.

Skills

Verbal communication skills

Written communication skills

Interpersonal skills

Situational adaptability

Education

Matric / Grade 12

60 FAIS credits - Commercial lines

Relevant insurance qualification (NQF level 5)

Job description

Overview

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 does the Insurance Consultant do?

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Johannesburg ( Hill On Empire ). The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.

Responsibilities

• 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.
• Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
• Initiating out dials to intermediaries to discuss quotations and / or convert policies.
• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.
• New business issuance / policy maintenance / renewal / agri aspects of policies.
• Assisting to resolve all insurance queries within required timeframe and compliance requirements.
• 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.
• Assisting in implementing solutions for improvement.
• Adhering to workforce management principles to ensure that we optimize productivity.
• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance.
• Ensuring that business targets are met.

Qualifications and Experience

• Matric / Grade 12
• 60 FAIS credits - Commercial lines
• Minimum of 3 years’ experience in Financial Services experience - Short Term Insurance - would be advantageous
• A relevant insurance related qualification (. NQF level 5) would be advantageous.
• Tertiary qualification would be advantageous

Knowledge and Skills

• Excellent verbal and written communication skills to request information and correspond with internal / external stakeholders.
• Excellent interpersonal skills, collaborating with internal / external stakeholders.
• Conduct efficient administration.
• Optimising work processes.
• Situational adaptability.

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.