Service Consultant

Sanlam; Polokwane; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A career opportunity for a Service Consultant has become available at a leading insurance company in Polokwane. This position supports Relationship Managers by delivering quality service to both internal and external customers, managing a variety of tasks including report preparation and customer issue resolution. Applicants should possess relevant industry experience and skills in customer service, with the opportunity for growth within a committed and diverse work environment.

Qualifications

• At least 2 years within the short term insurance industry essential.
• At least 1 year Commercial Lines experience.
• Proven MS Excel experience essential.

Responsibilities

• Prepare basic reports and statistics based on risk analysis.
• Address customer issues including underwriting queries.
• Provide admin support to Relationship Managers as needed.

Skills

Analytical thinking

Customer service orientation

Drive for results

Flexibility

Initiative

Emotional self-control

Teamwork and cooperation

Education

Grade 12

FAIS compliance (120 credits) preferred

RE 5 (advantage)

Tools

MS Excel

Word (basic)

Qlikview

Job description

Job Description

A career opportunity for a Service Consultant has become available at Santam, Brokers Services North division, who will be based in Polokwane branch, Limpopo.

The purpose of this position is to provide support to Relationship Managers and would be responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.

Principal Accountabilities

• Prepare basic reports and statistics based on risk analysis
• Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions
• Address unusual and non-standard customer issues including underwriting and commercial related queries.
• Task related decision making within set policies and procedures
• Research to assist in addressing non-standard underwriting issues
• Update Relationship Manager reports including CRM
• Create client profiles for identified risks
• Assist in directing broker queries/escalation
• Provide admin support to the Relationship Managers as required for running of the portfolio
  

Qualifications and Experience

• Grade 12
• FAIS compliance (120credits) preferred
• RE 5 (advantage)
• At least 2 years within the short term insurance industry essential
• At least 1 year Commercial Lines experience
• Proven MS Excel experience essential

Knowledge and Skills

• Familiar with Excel, Word (basic), Qlikview, Intranet and Internet
• Understanding and knowledge of Santam process
• Understanding of all relevant customer support systems and processes related to all products
  

Competencies

• Analytical thinking
• Information seeking
• Drive for results
• Flexibility
• Initiative
• Emotional self-control
• Customer service orientation
• Self-confidence
• Teamwork and cooperation

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE.Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities.

Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive.

Take the next step in your career—apply now and be part of a company that’s shaping the future of insurance. This is Freedom!