Sales Support Consultant

17 hours ago

Cape Town, Western Cape, South Africa Santam Insurance Full time

SALES SUPPORT CONSULTANT: TIED AGENCY DISTRIBUTION

The Tied Agency Distribution department has opportunities for a Sales Support Consultant to join their team in Sanlam Head Office based in Bellville.

WHAT WILL YOU DO

The incumbent will play a key role in supporting the Sales Team, Senior Business Development Manager and Operations Manager in the Tied Agency Distribution department in Santam.

WHAT WILL MAKE YOU SUCCESSFULL
  • Effectively solve escalations/complaints and the management of expectations whilst utilising available resources, including referral to other stakeholders/departments.
  • Offer administration and business support in facilitating the completion of requests within published service level agreements.
  • Formulate structured reports to Snr BDM's, BDM's and practices.
  • Co-ordinate training schedules with the various product providers.
  • Co-ordinate and manage logistics of workshops and development days.
  • Co-ordinate and facilitate marketing & branding requests from advisers & BDM's.
  • Responsible for internal project related communications.
  • Offer support to Operations team wrt STA commission file processing.

Secondary responsibilities include, but not limited to:

  • Administration support to the BDM's, Senior BDM and Operations Manager.
  • Manage the diary of a Senior BDM by scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.
  • Timeous and accurate scheduling of meetings ensuring that venues and appropriate facilities have been arranged.
  • Draft minutes of meetings as and when required, including following up on action list.

Travel Co-ordination:

  • Co-ordinate travel arrangements of Senior BDM.
  • Ensure adherence to Santam group travel and procurement policies.
QUALIFICATION AND EXPERIENCE
  • A business related tertiary qualification (such as a B-degree, diploma or Marketing or Business qualification).
  • Experience in engagement with key business and external partners across all levels (including senior levels) on behalf of the line manager / Senior BDM.
  • At least three years' experience in business reporting, including: extracting and verifying data from different sources, drafting and delivering reports to Management while adhering to strict deadlines as well as summarizing insights, results, and findings.
KNOWLEDGE AND SKILLS
  • Computer literate (Advanced Excel, Word, PowerPoint and Sharepoint).
  • Project and/or process management skills.
  • Knowledge of the Short Term Insurance products and services and policies.
  • 2-3 years' experience in insurance underwriting would be beneficial.
  • Knowledge of workflow system would be beneficial.
  • Strong co-ordination, organisational and planning skills.
  • Excellent interpersonal, communication and networking skills.
  • Results orientated, pro-active and deadline driven.
  • High stress tolerance: Ability to operate under pressure.
  • Strong quality and client service orientation.
  • Self-directed and motivated.
  • Sound analysis skills.
  • Professionalism, excellent judgement, use of discretion, prioritisation and problem solving abilities.
  • Ability to work and make decisions independently.
COMPETENCIES
  • Client focused.
  • Flexibility and adaptability.
  • Drive results.
  • Planning and organising.
  • Interpersonal savvy.
  • Resilient.
  • Bilingual (Understand Afrikaans and speak English).
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 centered on our delivery of Insurance Good and Proper. We're about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

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.

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