Service Consultant

What will you do?

This career opportunity is available in Broker Services: South   for the role of Service Consultant who will be based in George. 

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

Qualification 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.

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities. 

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 neuro-inclusivity and fostering a workplace where everyone can thrive. 

Take the next step in your career—apply now and be part of a company that’s shaping the future of insurance. This is Freedom!