Insurance Consultant (Jg 10) (Hill On Empire)

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

Job summary

An established industry player is seeking dedicated Insurance Consultants to join their Commercial Contact Centre. This role is pivotal in delivering exceptional service to brokers, handling inquiries, and ensuring compliance with insurance policies. You will engage with clients to resolve queries, manage policies, and assist in optimizing processes. The company is committed to transformation and diversity, fostering an inclusive environment where your contributions will help shape the future of insurance in Southern Africa. If you have a passion for client service and a background in insurance, this is the perfect opportunity for you!

Qualifications

• Minimum of 3 years’ experience in short term insurance commercial lines.
• Proven work experience in agriculture policy administration and underwriting.

Responsibilities

• Provide telephonic/email support to brokers and handle insurance queries.
• Assist with policy issuance, maintenance, and renewals.
• Manage client expectations and ensure compliance with underwriting criteria.

Skills

Verbal communication skills

Written communication skills

Interpersonal skills

Administration skills

Optimising work processes

Education

Matric/Grade 12

60 commercial lines FAIS credits

Relevant insurance qualification (NQF lev 4)

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 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 Hill on Empire. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

This role is focused on, but not limited to servicing broker requests, including enquiries:

1. Providing telephonic/email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
2. Dealing with general insurance and policy specific enquiries;
3. Dealing with issuance of new policies, policy maintenance, renewal, and agri aspects of policies;
4. Assisting to resolve all insurance queries within required timeframe and compliance requirements;
5. Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
6. Adjusting premiums in line with new asset values;
7. Managing client expectation on expected turnaround times for submitted requests;
8. Adhering to underwriting criteria and regional requirements;
9. Assisting with profiling the client with the best suitable product and underwriting criteria;
10. Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
11. Assisting in implementing solutions for improvement;
12. 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 commercial lines FAIS credits
3. A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous
4. Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
5. Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets

KNOWLEDGE AND SKILLS

1. Excellent verbal and written communication skills
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.