Service Consultant

3 weeks ago

Bellville, South Africa Santam Full time

Job Description
This job is focused on supporting the Broker On-Call Manager as well as a Relationship Managers in Broker On-Call Western Cape, Tygervalley. The role is for someone that would provide administration assistance and support to the Relationship Managers as support in running their portfolios.
Principal Accountabilities
The purpose of this position is to provide support to Relationship Managers and would be responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.
Principal Accountabilities
Prepare basic reports and statistics based on risk analysis
Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions
Address unusual and non-standard customer issues including underwriting and commercial related queries.
Task related decision making within set policies and procedures
Research to assist in addressing non-standard underwriting issues
Update Relationship Manager reports including CRM
Create client profiles for identified risks
Assist in directing broker queries/escalation
Provide admin support to the Relationship Managers as required for running of the portfolio
Qualifications and Experience
Matric Qualification
3 year Tertiary qualification (advantageous)
FAIS compliance (60 credits Commercial Lines and 30 credits Personal Lines) preferred
RE 5 (advantage)
At least 1year Commercial Lines experience
2 years experience in an office administration environment (Personal Assistance/Admin support experience will be an advantage)
Insurance qualification (advantageous) Knowledge and Skills
Attention to detail
Time management
Good communication skills (verbal and written)
Inter-personal skills
Co-ordination and planning
Ability to learn and adapt
Record keeping Competencies
Deciding and initiating action
Client service orientation
Planning and organising
Supporting change
Performing under pressure
Ability to work independently
Teamwork and supporting
Analysing Build a successful career with us
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
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. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.
Turnaround time

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