Insurance Consultant (JG 10) (Hill on Empire)

Santam; Pretoria; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading insurance company in Pretoria is seeking Insurance Consultants to provide comprehensive support to brokers. The role involves handling broker inquiries, managing policy processes, and ensuring compliance within the insurance framework. Candidates should possess a Grade 12 qualification and relevant insurance experience, with strong communication and administrative skills. Join a diverse team committed to effective service delivery and client satisfaction.

Qualifications

• Minimum of 3 years’ experience in short-term insurance commercial lines and/or agricultural assets.
• Proven experience in commercial and agricultural policy administration and underwriting.

Responsibilities

• Servicing broker requests and inquiries via phone and email.
• Resolving insurance queries within required timeframes and compliance standards.
• Adjusting premiums based on new asset values.

Skills

Verbal communication

Written communication

Interpersonal skills

Administrative skills

Process optimization

Education

Matric / Grade 12

60 FAIS credits in commercial lines

Relevant insurance qualification (NQF level 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 based in South Africa, with rapid expansion into emerging markets in Africa and Asia. Our success is rooted in our passion for our clients, and we are committed to delivering Insurance Good and Proper.

Santam Operations, Commercial Contact Centre has career opportunities for Insurance Consultants based in Hill on Empire. The role involves providing end-to-end service and support to brokers, including:

• Servicing broker requests and inquiries via phone and email;
• Handling general insurance and policy-specific inquiries;
• Issuing new policies, maintaining, renewing policies, and managing agricultural policy aspects;
• Resolving insurance queries within required timeframes and compliance standards;
• Following up with clients when policies are canceled to understand reasons and retain policies;
• Adjusting premiums based on new asset values;
• Managing client expectations regarding turnaround times;
• Adhering to underwriting criteria and regional requirements;
• Profiling clients to recommend suitable products and underwriting options;
• Advising brokers to meet clients’ needs with appropriate coverage;
• Implementing process improvements; and
• Providing support to colleagues during absences or busy periods.

Qualifications and Experience

• Matric / Grade 12
• 60 FAIS credits in commercial lines
• Relevant insurance qualification (NQF level 4) is advantageous
• Proven experience in commercial and agricultural policy administration and underwriting within the short-term insurance industry
• Minimum of 3 years’ experience in short-term insurance commercial lines and/or agricultural assets

Knowledge and Skills

• Excellent verbal and written communication skills
• Strong interpersonal skills for collaboration with colleagues and stakeholders
• Adherence to quality, compliance, and accreditation standards
• Efficient administrative skills
• Ability to optimize work processes

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