Insurance Consultant

Stay safe online. Now more than ever it's important to be cybersafe. See Santam's tips to keep you safe online. Learn more. Santam Operations, PLCC have career opportunities available for Insurance Consultants base in Hill On Empire, Parktown (Johannesburg) . The insurance consultant role is focused on providing an end-to-end service and support to intermediaries. What will make you successful in this role? This role is focused on, but not limited to.• Contribution to the net profit and growth targets for business.• Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.• 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.• Analysing the request from the intermediary and providing a quotation to secure the business (conversion).• Initiating out dials to intermediaries to discuss quotations and / or convert policies.• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.• New business issuance / policy maintenance/ renewal / agri aspects of policies.• Assisting to resolve all insurance queries within required timeframe and compliance requirements.• 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.• Assisting in implementing solutions for improvement.• Adhering to workforce management principles to ensure that we optimize productivity.• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance.• Ensuring that business targets are met. QUALIFICATIONS AND EXPERIENCE • Matric / Grade 12• 60 FAIS credits - Commercial lines• Minimum of 3 years’ experience in Financial Services experience - Short Term Insurance - would be advantageous• A relevant insurance related qualification (e.g. NQF level 5) would be advantageous.• Tertiary qualification would be advantageous KNOWLEDGE AND SKILLS • Excellent verbal and written communication skills to request information and correspond with internal / external stakeholders.• Excellent interpersonal skills, collaborating with internal / external stakeholders.• Conduct efficient administration.• Optimising work processes.• Situational adaptability. CORE COMPETENCIES Cultivates innovation - Contributing independently.Customer focus - Contributing independently.Collaborates - Contributing independently.Being resilient - Contributing independentlyDrives results - Contributing independently. Build a successful career with us • Excellent verbal and written communication skills to request information and correspond with internal / external stakeholders.• Excellent interpersonal skills, collaborating with internal / external stakeholders.• Conduct efficient administration.• Optimising work processes.• Situational adaptability.Turnaround time 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Our commitment to transformation 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. Our recruitment process Onboarding You made it. Here we ensure we receive all your documents to get you onto our payroll system. Our recruitment process Advertise Step 1 Our vacancies are advertised between 3-5 days depending on the market availability of the skills required. Our recruitment process Step 2 Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role. Our recruitment process Step 3 Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process. Our recruitment process Telephonic screening Step 4 Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions. Our recruitment process Your interview Step 5 We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot Our recruitment process Assessment Step 6 Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials. Our recruitment process Step 7 Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview. Our recruitment process Onboarding Step 8 You made it. Here we ensure we receive all your documents to get you onto our payroll system. Our recruitment process Advertise Step 1 Our vacancies are advertised between 3-5 days depending on the market availability of the skills required. Our recruitment process Step 2 Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role. Our recruitment process Step 3 Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process. Our recruitment process Telephonic screening Step 4 Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions. Our recruitment process Your interview Step 5 We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot Our recruitment process Assessment Step 6 Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials. Our recruitment process Step 7 Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview. Our recruitment process Onboarding Step 8 You made it. Here we ensure we receive all your documents to get you onto our payroll system. TIPS & TRICKS Getting ready for your interview There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here. Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade. #J-18808-Ljbffr