Consulting Insurance Solutions Expert

2 weeks ago


Bellville, Western Cape, South Africa Sanlam Full time
Key Responsibilities

As an Insurance Sales Consultant, you will be responsible for:

  • Consistently meeting sales targets;
  • Delivering exceptional customer service through proactive, innovative, and appropriate solutions;
  • Providing support to intermediaries, authorised representatives, and broker services;
  • Analysing requests from intermediaries and providing quotations to secure business (conversion);
  • Initiating out-dials to discuss quotations and/or convert policies;
  • New business issuance;
  • Resolving insurance queries within required timeframes and compliance requirements;
  • Implementing solutions for improvement;
  • Adhering to workforce management principles to optimise productivity;
  • Prioritising own workflow and ensuring work is completed to required standards of productivity, quality, and timelines;
  • Managing client expectations on expected turnaround times for submitted requests;

You will adhere to underwriting criteria and regional requirements, assist with profiling clients with suitable products and underwriting criteria, and have relevant insurance-related qualifications.



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