Insurance Consultant (Commercial Lines)

Sanlam Limited; Johannesburg, Cape Town; On-site; ZAR 180,000 - 250,000; Full time

Job summary

Sanlam Limited is seeking Insurance Sales Consultants for its Johannesburg contact centre. This role involves delivering exceptional service to brokers and achieving sales targets. Ideal candidates will have experience in commercial lines insurance, a strong sales background, and a commitment to quality and compliance.

Qualifications

• 1-3 years of experience in commercial lines insurance sales contact centre.
• Proven sales record with consistent target achievement.
• Outbound call centre experience and skills.

Responsibilities

• Meet sales targets and contribute to business growth.
• Provide telephonic and email support to brokers.
• Deliver excellent customer service through proactive solutions.

Skills

Sales skills

Customer service

Analytical skills

Education

Matric certificate

NQF 5 relevant insurance qualification

Job description

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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, with rapid expansion into emerging markets across Africa and Asia. Our success is rooted in our passion for our clients, and our core value is delivering Insurance Good and Proper.

About the role:

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

Key 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 insurance business.
• Resolve insurance queries within required timeframes and compliance standards.
• Implement 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.
• Follow underwriting criteria and regional requirements.
• Assist clients in profiling and selecting suitable products and underwriting options.

Qualifications and experience:

• 1-3 years of experience in commercial lines insurance sales contact centre.
• Matric certificate.
• At least 60 Commercial Lines Short-term Insurance credits.
• Relevant insurance qualification (NQF 5) is advantageous.
• Compliance with FAIS Fit and Proper criteria.
• Proven sales record with consistent target achievement.
• Outbound call centre sales experience and skills.
• Strong adherence to quality standards and compliance.

The Sanlam Group is committed to transformation, diversity, and inclusion. We aim to create a diverse, equitable, and inclusive workplace, which we believe is essential for a thriving and sustainable business in South Africa. Our Employment Equity plan and targets will be considered during the selection process.