Insurance Consultant

Stay vigilant. Santam has been made aware of a malicious e-mail instructing policyholders to claim a refund within 24-72 hours. This is a scam, Santam will only communicate through their broker or official channels. Learn more. Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Johannesburg (Hill On Empire, Parktown ). The insurance consultant role is focused on providing an end-to-end service and support to brokers.What does Insurance Consultant do? 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. Qualification and Experience Matric/ Grade 12 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 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 Personal Attributes Communicates effectively - Contributing independently Action orientated - Contributing independently Situational adaptability- Contributing independently Optimises work processes - Contributing independently 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. 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. 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 Step 1: Our vacancies are advertised between 3-5 days depending on the market availability of the skills required. Step 2: Could take a couple of days depending on the volume and the screening process, which varies according to the complexity of the role. Step 3: Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection 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. 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 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 to ensure the validity of your credentials. 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. 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