Service Consultant

3 weeks ago


George, South Africa Santam Full time

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper. 

What will you do?

This job is focused on supporting the Regional Manager as well as a Relationship Manager in the George Region currently. The role is for someone that would provide administration assistance and support to the region in the day to day activities. It will further extend to providing similar support to a dedicated Relationship Manager in running their portfolio.

What will make you successful in this role?

• Supporting the Regional Manager by providing admin support as required
• Assisting with providing Regional stats, consolidation of the stats and the necessary reports
• Being responsible to record keeping of the compliance related issues (TCF register, annual declarations)
• Schedule and arrange broker and team meetings as necessary, managing diary, taking and distributing minutes 
• Providing admin support to the whole team as required
• Account payments (JDE payments and allocations)
• Record keeping and consolidation of Regional files and feedback
• Providing support to a Relationship Manager – handling broker and internal queries, CRM support

Qualifications and Experience

• Matric Qualification 
• 3 year Tertiary qualification (advantageous)
• 2 years experience in an office administration environment (Personal Assistance/Admin support experience will be an advantage)
• Insurance qualification (advantageous)

Knowlege and Skills

• Attention to detail
• Time management 
• Good communication skills (verbal and written)
• Inter-personal skills
• Basic understanding of Microsoft applications (Word/Excel/Powerpoint)
• Co-ordination and planning
• Ability to learn and adapt
• Record keeping

RECOMMENDATIONS
• Experience in a service related environment

COMPETENCIES
• Deciding and initiating action
• Client service orientation
• Planning and organising
• Supporting change
• Performing under pressure
• Ability to work independently
• Teamwork and supporting
• Analysing 

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

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 


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