Insurance Consultant

Santam Operations, Commercial Portfolio Management has a career opportunity available for Insurance Consultant base in Johannesburg Hill On Empire, Parktown. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

What will make you successful in this role?

• Provide telephonic/email support to the intermediary on record, 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/agri aspects of policies;
• Assist to resolve all insurance queries within required timeframe and compliance requirements;
• Undertake client follow-ups when policies are cancelled 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;
• Assist with profiling the client with the best suitable product and underwriting criteria;
• Advise brokers to ensure that we meet clients’ needs in terms of the correct cover and product;
• Assisting in implementing solutions for improvement;
• Stand in for Consultants when absent or on leave during busy periods or absent of key resources, assisting where required.

Qualification and Experience

• Matric/Grade 12;
• Relevant insurance related qualification (e.g. NQF lev 5) would be advantageous;
• Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry;
• Minimum of 2 years’ experience in short term insurance commercial lines and/or Agri assets.

Knowledge and Skills

• Excellent verbal and written communication skills;
• Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients;
• Ensure adherence to quality, compliance and accreditation standards;
• Conduct efficient administration;
• Optimising work processes.

Personal Attributes

• Customer Service;
• Team Support;
• Situational Adaptability;
• Action Oriented.

Our commitment to transformation

Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuroinclusivity and fostering a workplace where everyone can thrive.

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