Service Consultant

Sanlam; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance firm is seeking a Service Consultant to support Relationship Managers in Pretoria. Responsibilities include preparing reports, addressing customer issues, and ensuring quality service delivery. Ideal candidates will have a Grade 12 education, FAIS compliance, and at least 2 years of experience in the short-term insurance industry. Proficiency in MS Excel is essential. This role offers opportunities for career growth in a diverse and dynamic work environment.

Qualifications

• Grade 12 education is essential.
• FAIS compliance and RE 5 preferred.
• 2+ years experience in short term insurance required.

Responsibilities

• Provide support to Relationship Managers.
• Prepare basic reports based on risk analysis.
• Address customer service issues and queries.

Skills

Analytical thinking

Customer service orientation

Proficient in MS Excel

Education

Grade 12

FAIS compliance (120 credits)

RE 5

Tools

Excel

Qlikview

Job description

About the Company

Santam is the market leader in the general insurance industry in South 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.

Career Opportunity

A position has become available for a Service Consultant who will be based in the Broker Services North, region at the Centurion office.

Job Description

The purpose of this position is to provide support to the Relationship Managers and is 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 RM reports
• Create client profiles for identified risks

Qualifications and Experience

• Grade 12
• FAIS compliance (120 credits) preferred
• RE 5
• 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

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.