Short Term Insurance Agent

2 weeks ago

Cape Town, Western Cape, South Africa CallForce Direct Full time

INSURANCE CONSULTANT (JG10)

WHAT DOES THE INSURANCE CONSULTANT DO?
Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Auckland Park. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

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

  • Dealing with general insurance and policy specific enquiries;
  • Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
  • Assisting to resolve all insurance queries within required timeframe and compliance requirements;
  • Undertaking client followups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
  • Undertaking to adjust premiums in line with new asset values;
  • Managing client expectation on expected turnaround times for submitted requests;
  • Adhering to underwriting criteria and regional requirements;
  • Assist with profiling the client with the best suitable product and underwriting criteria;
  • Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product;
  • Assisting in implementing solutions for improvement; and
  • 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

  • Matric/ Grade 1 60 commercial lines FAIS credits
  • A relevant insurance related qualification (e.g. NQF lev 5) would be advantageous
  • Proven work experience in commercial, agriculture policy administration and underwriting within the shortterm insurance industry
  • Minimum of 3 years' experience in short term insurance commercial lines and/or Agri assets

KNOWLEDGE AND SKILLS

  • Excellent verbal and written communication skills
  • Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
  • Ensure adherence to quality, compliance and accreditation standards
  • Conduct efficient administration
  • Optimising work processes

PERSONAL ATTRIBUTES

  • Customer Service
  • Team Support
  • Communicates effectively
  • Situational Adaptability
  • Action Oriented

WHO WE ARE:

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 centered on our delivery of Insurance Good and Proper.

We're about people.

People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

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.


Salary:
Up to R10,000.00 per month

Ability to commute/relocate:

  • Cape Town,

Western Cape:
Reliably commute or planning to relocate before starting work (required)

Education:

  • High School (matric) (required)

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