Insurance Consultant (Commercial Lines)

Sanlam; Bellville; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in the insurance industry is seeking Insurance Sales Consultants for their Bellville office. The role involves achieving sales targets, providing exceptional service to brokers, and managing insurance queries. Candidates should have a matric qualification and experience in the insurance sector, with a commitment to quality and compliance.

Qualifications

• 1-3 years’ experience in an insurance sales contact centre.
• Compliance with FAIS Fit and Proper criteria.
• Proven sales track record and consistent target achievement.

Responsibilities

• Consistently meet sales targets.
• Provide telephonic and email support to brokers.
• Issue new business policies.

Skills

Sales

Customer Service

Problem Solving

Education

Matric qualification

Minimum 60 Commercial Lines Short-term Insurance credits

Relevant insurance qualification (NQF 5)

Job description

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. Based in South Africa, we are rapidly expanding into emerging markets across Africa and Asia. Our success is rooted in our passion for our clients, and everything we do is centered on delivering Insurance Good and Proper.

About The Role

Santam Operations Commercial Contact Centre has career opportunities for Insurance Sales Consultants based in Cape Town (Bellville) or Johannesburg. The role focuses on providing end-to-end service and support to brokers while achieving sales targets in a commercial contact centre environment.

Duties And Responsibilities

• Consistently meet sales targets.
• Contribute to the net profit and growth targets of the business.
• Deliver exceptional service that exceeds customer expectations through proactive, innovative, and appropriate solutions.
• Provide telephonic and email support to brokers and broker services.
• Analyze broker requests and provide quotations to secure business (conversion).
• Initiate outbound calls to discuss quotations and convert policies.
• Issue new business policies.
• Assist in resolving insurance queries within required timeframes and compliance standards.
• Implement solutions for continuous improvement.
• Adhere to workforce management principles to optimize productivity.
• Prioritize workflow to meet standards of productivity, quality, and timelines.
• Manage client expectations regarding turnaround times.

Adhere to underwriting criteria and regional requirements, profile clients to recommend suitable products, and ensure compliance.

Qualifications And Experience

• 1-3 years’ experience in an insurance (commercial lines) sales contact centre.
• Matric qualification.
• Minimum 60 Commercial Lines Short-term Insurance credits.
• Relevant insurance qualification (NQF 5) is beneficial.
• Compliance with FAIS Fit and Proper criteria.
• Proven sales track record and consistent target achievement.
• Experience in outbound call centre sales.
• Good record of adherence to quality standards and compliance.

The Sanlam Group is committed to transformation and diversity. We aim to create an inclusive and equitable workplace, considering our Employment Equity plan during the selection process.