Insurance Consultant
4 weeks ago
Santam is the market leader in the general insurance industry in Southern Africa, offering a wide range of insurance solutions to individuals and businesses.
Job SummaryWe are seeking a highly skilled and experienced Insurance Consultant to join our Commercial Contact Centre team in Cape Town, Bellville. The successful candidate will be responsible for providing end-to-end service and support to brokers, ensuring that clients receive the best possible insurance solutions.
Key Responsibilities- Provide telephonic and email support to intermediaries, authorized representatives, and broker services
- Deal with general insurance and policy-specific enquiries
- Issue new policies, maintain existing policies, and renew policies as required
- Assist in resolving insurance queries within the required timeframe and compliance requirements
- Undertake client follow-ups to ascertain reasons for policy cancellations and attempt to retain policies
- Adjust premiums in line with new asset values
- Manage client expectations regarding turnaround times for submitted requests
- Adhere to underwriting criteria and regional requirements
- Assist in profiling clients with the best suitable products and underwriting criteria
- Advise brokers to ensure that clients receive the correct cover and product
- Assist in implementing solutions for improvement
- Matric/Grade 12 qualification
- 60 commercial lines FAIS credits
- Relevant insurance-related qualification (NQF level 4) advantageous
- Proven work experience in commercial, agricultural policy administration, and underwriting within the short-term insurance industry
- Minimum 3 years' experience in short-term insurance commercial lines and/or Agri assets
- 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
- Optimise work processes
The Sanlam Group is committed to achieving transformation and embracing diversity, creating a diverse, inclusive, and equitable workplace that drives business success in South Africa.
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