Insurance Specialist

3 days ago


Pretoria, Gauteng, South Africa Sanlam Limited Full time
About the Role

This is an exciting opportunity to join our team as an Insurance Consultant in Centurion. The successful candidate will provide end-to-end service and support to brokers, ensuring a seamless experience for our clients.


Key Responsibilities:
  • Service broker requests, including enquiries.
  • Provide telephonic/email support to intermediaries, authorised representatives from the brokerage, and broker services.
  • Deal with general insurance and policy-specific enquiries.
  • Deal with issuance of new policies, policy maintenance, renewal, and agri aspects of policies.
  • Assist in resolving all insurance queries within required timeframes and compliance requirements.
  • Undertake client follow-ups when policies are cancelled to ascertain reasons and attempt to retain policies onto books.
  • Adjust premiums in line with new asset values.
  • Manage client expectations on expected turnaround times for submitted requests.
  • Adhere to underwriting criteria and regional requirements.
  • Profile clients with the best suitable products and underwriting criteria.
  • Advise brokers to ensure that we meet clients' needs in terms of correct cover and product.
  • Assist in implementing solutions for improvement.
  • Stand in for consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.


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