Insurance Specialist

1 month ago


Bloemfontein, Orange Free State, South Africa Santam Full time

About the Role

Santam, the market leader in the general insurance industry in Southern Africa, is seeking a skilled Insurance Consultant to join their team in Bloemfontein. As an Insurance Consultant, you 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, authorised representatives, and broker services
  • Deal with general insurance and policy-specific enquiries
  • Issue new policies, maintain and renew existing policies, and handle agricultural aspects of policies
  • Assist in resolving insurance queries within required timeframes 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 suitable products and underwriting criteria
  • Advise brokers to ensure clients receive the correct cover and product
  • Implement solutions for improvement and stand in for Consultants during busy periods or absence

Requirements

  • Matric/Grade 12
  • 60 commercial lines FAIS credits
  • A relevant insurance-related qualification (NQF lev 4) would be advantageous
  • Proven work experience in commercial, agriculture policy administration, and underwriting within the short-term insurance industry
  • Minimum of 3 years' experience in short-term insurance commercial lines and/or Agri assets

Knowledge and Skills

  • 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 and optimise work processes

About Santam

The Sanlam Group is committed to achieving transformation and embracing diversity. This commitment drives us to create a diverse, inclusive, and equitable workplace, essential for a thriving and sustainable business in South Africa. Our Employment Equity plan and targets will be considered as part of the selection process.



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