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Insurance Consultant

Santam InsuranceJohannesburg, ZA

30+ days ago

Job description

Job title : Insurance Consultant

Job Location : Gauteng, Johannesburg

Deadline : October 30, 2025

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What will you do?

Santam Operations, Commercial Portfolio Management have career opportunities available for Insurance Consultants 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 does Insurance Consultant do?

This role is focused on, but not limited to; servicing broker requests, including enquiries.

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;

Dealing with issuance of new policies / policy maintenance / renewal / agri aspects of policies;

Assisting to resolve all insurance queries within required timeframe and compliance requirements;

Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;

Undertaking to adjust premiums in line with new asset values;

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;

Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;

Assisting in implementing solutions for improvement; and

Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.

Qualification and Experience

Matric / Grade 12

60 commercial lines FAIS credits

A 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 3 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

Communicates effectively

Situational Adaptability

Action Oriented

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Insurance Consultant • Johannesburg, ZA

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