Service Consultant

1 week ago

Boksburg, South Africa Sanlam Full time

Job Description
- The purpose of this position is to provide support to Relationship Managers and would be responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.
- Principal Accountabilities
- Prepare basic reports and statistics based on risk analysis
- Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions
- Address unusual and non-standard customer issues including underwriting and commercial related queries.
- Task related decision making within set policies and procedures
- Research to assist in addressing non-standard underwriting issues
- Update Relationship Manager reports including CRM
- Create client profiles for identified risks
- Assist in directing broker queries/escalation
- Provide admin support to the Relationship Managers as required for running of the portfolio
- Qualifications and Experience
- Grade 12
- FAIS compliance (120 credits) preferred
- RE 1 (advantage)
- At least 2 years within the short term insurance industry essential
- At least 1 year Commercial Lines experience
- Proven MS Excel experience essential
- Knowledge and Skills
- Familiar with Excel, Word (basic), Qlikview, Intranet and Internet
- Understanding and knowledge of Santam process
- Understanding of all relevant customer support systems and processes related to all products
- Competencies
- Analytical thinking
- Information seeking
- Drive for results
- Flexibility
- Initiative
- Emotional self-control
- Customer service orientation
- Self-confidence
- Teamwork and cooperation

**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

**Turnaround time**

**Our commitment to transformation**
- At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

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