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Insurance Consultant

1 month ago

City of Tshwane Metropolitan Municipality, South Africa Santam Insurance Full time
Job title : Insurance Consultant (10)(Centurion/Parktown)Job Location : Gauteng, PretoriaDeadline : March 18, 2025Quick Recommended Links
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This role is focused on, but not limited to; servicing broker requests, including enquiries.

  • Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
  • 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 follow-ups 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 12
  • 60 commercial lines FAIS credits
  • A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous 
  • Proven work experience in commercial, agriculture policy administration and underwriting within the short-term 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

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