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Insurance Consultant - Renewals (10) ( Bellville)

Insurance Consultant - Renewals (10) ( Bellville)

Santam InsuranceBellville, ZA
8 days ago
Job description

Job title : Insurance Consultant - Renewals (10) ( Bellville)

Job Location : Western Cape, Bellville

Deadline : November 10, 2025

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WHAT DOES THE INSURANCE CONSULTANT DO?

  • Santam Operations,  Commercial Contact Centre  have career opportunities available for  Insurance Consultants  base in Capetown ( Bellville ).  The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.
  • WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

    This role is focused on, but not limited to.

  • Contribution to the net profit and growth targets for business.
  • Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
  • Providing telephonic / email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
  • Dealing with general insurance and policy specific enquiries.
  • Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
  • Initiating out dials to intermediaries to discuss quotations and / or convert policies.
  • Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.
  • New business issuance / policy maintenance / renewal / agri aspects of policies.
  • Assisting to resolve all insurance queries within required timeframe and compliance requirements.
  • Managing client expectation on expected turnaround times for submitted requests.
  • Adhering to underwriting criteria and regional requirements.
  • Assist with profiling the client with the best suitable product and underwriting criteria.
  • Assisting in implementing solutions for improvement.
  • Adhering to workforce management principles to ensure that we optimize productivity.
  • Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance.
  • Ensuring that business targets are met.
  • QUALIFICATIONS AND EXPERIENCE

  • Matric / Grade 12
  • 60 FAIS credits - Commercial lines
  • Minimum of 3 years’ experience in Financial Services experience - Short Term Insurance - would be advantageous
  • A relevant insurance related qualification (e.g. NQF level 5) would be advantageous.
  • Tertiary qualification would be advantageous
  • KNOWLEDGE AND SKILLS

  • Excellent verbal and written communication skills to request information and correspond with internal / external stakeholders.
  • Excellent interpersonal skills, collaborating with internal / external stakeholders.
  • Conduct efficient administration.
  • Optimising work processes.
  • Situational adaptability.
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    Insurance Consultant • Bellville, ZA

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