Insurance Consultant

4 weeks ago


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

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 Summary

We 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
Requirements
  • 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
Skills and Knowledge
  • 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
About the Sanlam Group

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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