Service Consultant

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time

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 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.


What will you do?

  • 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.
    What will make you successful in this role?
  • 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 nonstandard customer issues including underwriting and commercial related queries.
  • Task related decision making within set policies and procedures
  • Research to assist in addressing nonstandard 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 1
  • FAIS compliance (60 credits Commercial Lines and 30 credits Personal Lines) preferred.
  • RE 1 (advantage)
  • At least 2 years within the shortterm insurance industry essential
  • At least 1year 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
    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 timeOur 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.
The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.

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