Insurance Growth & Broker Training Specialist

Santam Insurance; Johannesburg; On-site; ZAR 420,000 - 720,000; Full time

Job summary

Santam Insurance seeks a dynamic professional to drive new business growth, retain clients, and manage broker relationships in Johannesburg. The role involves understanding insurance risks, policy wordings, and training brokers on products, with a focus on meeting schedules and accurate quotations.

The position requires a solid track record in short-term underwriting/sales, RE5, FAIS compliance, and experience with insurance systems.

Qualifications

• BCom or Engineering Degree or construction/engineering-related diploma
• Must have at least 3 years within underwriting/sales short-term Engineering insurance experience
• Proven record of generating new business growth
• RE5
• FAIS compliant as representative
• Comprehensive understanding of insurance legislation
• Minimum of 5 years of short-term underwriting/sales insurance experience
• Must have experience with insurance operating systems
• Valid driver’s license

Responsibilities

• Generating new business growth
• Understanding insurance risks
• Comprehension of policy wordings
• Training brokers on insurance products
• Hosting functions with presentable candidate
• Road-trip preparation and scheduling meetings with clients
• PowerPoint presentation preparation
• Solving queries on instructions between departments
• Accurate loading of quotations
• Broker premium consolidation
• Broker information consolidation
• Broker target consolidation
• Broker area distribution
• Renewal preparation monthly
• Research for Marketing Presentations
• Team coordination within the marketing department
• Filing
• Other ad hoc functions in assisting the department
• Good understanding of the insurance market
• Able to evaluate information from various sources and solve problems
• Good communication with underwriters, brokers and stakeholders
• Meet tight deadlines and manage workload effectively

Skills

Administrative Skills

Analysis and Judgement

Attention to Detail

Client Orientation

Communication Skills

Initiative

Teamwork

Time Management

Education

BCom or Engineering Degree or construction/engineering diploma

RE5

FAIS compliant as representative

Tools

Insurance operating systems

Excel

Word

Outlook

Job description

Santam Insurance seeks a dynamic professional to drive new business growth, retain clients, and manage broker relationships in Johannesburg. The role involves understanding insurance risks, policy wordings, and training brokers on products, with a focus on meeting schedules and accurate quotations.

The position requires a solid track record in short-term underwriting/sales, RE5, FAIS compliance, and experience with insurance systems.