Insurance Consultant (JG10)

What will you do?

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Hill On Empire, Parktown (Johannesburg).  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.

CORE COMPETENCIES

Cultivates innovation - Contributing independently. 
Customer focus - Contributing independently. 
Collaborates - Contributing independently. 
Being resilient - Contributing independently 
Drives results - Contributing independently. 

Build a successful career with us

•    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.
 

Turnaround time

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.