Insurance Consultant

2 days ago


Johannesburg, South Africa Santam Insurance Full time

Stay safe online. Now more than ever it’s important to be cybersafe. Please see Santam’s tips to help you stay safe online. Santam Operations, Personal Contact Centre has a position available for an Insurance Consultant based in Hill On Empire, Parktown. 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 optimise productivity. Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance management 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. Our commitment to transformation Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia. With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting. People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short‑term opportunities. Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro inclusivity and fostering a workplace where everyone can thrive. Take the next step in your career—apply now and be part of a company that’s shaping the future of insurance. This is Freedom #J-18808-Ljbffr


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