Insurance Professional

3 days ago


Johannesburg, Gauteng, South Africa Santam Insurance Full time

Santam is a leading insurance company in Southern Africa, committed to delivering exceptional service and support to our clients.

Our Insurance Consultant Role

The Insurance Consultant will provide end-to-end service and support to brokers, focusing on servicing broker requests, providing telephonic/email support, and dealing with general insurance and policy-specific inquiries.

Key Responsibilities

  • Service broker requests, including inquiries and policy maintenance/renewal/agri aspects of policies;
  • Provide telephonic/email support to intermediaries, authorized representatives, and broker services;
  • Deal with general insurance and policy-specific inquiries;
  • Issue new policies/policy maintenance/renewal/agri aspects of policies;
  • Assist in resolving all insurance queries within required timeframe and compliance requirements;
  • Undertake client follow-ups when policies are canceled to ascertain reasons and attempt to retain the policy onto books;
  • Adjust premiums in line with new asset values;
  • Manage client expectation on expected turnaround times for submitted requests;
  • Adhere to underwriting criteria and regional requirements;
  • Profile clients with the best suitable product and underwriting criteria;
  • Advise brokers to ensure that we meet clients' needs in terms of correct cover and product;
  • Implement solutions for improvement;
  • Stand in for Consultants should they be absent;

Requirements

  • Matric/Grade 12 qualification;
  • A relevant insurance-related qualification (e.g., NQF level 5) 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;


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