Insurance Consultant (Commercial Lines)

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. While 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 our motto: 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 net profit and business growth targets.
• Deliver exceptional service exceeding customer expectations through proactive and innovative solutions.
• Provide telephonic and email support to brokers and authorized representatives.
• 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 process improvements.
• Adhere to workforce management principles to optimize productivity.
• Prioritize workflow to meet standards of productivity, quality, and deadlines.
• Manage client expectations regarding turnaround times.

Adhere to underwriting criteria and regional requirements. Assist with client profiling to recommend suitable products and underwriting solutions.

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, including experience and competency requirements.
• Proven sales record with consistent target achievement.
• Experience in outbound call centre sales.
• Strong adherence to quality standards and compliance.

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