Insurance Consultant

Career Opportunity

Santam Operations: Commercial Portfolio Management has a position available for an Insurance Consultant who will be 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?

• 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.
• Compiling and maintaining tracking reports for outstanding information on new business and renewals.
• Compiling, tracking and maintaining surveys compliance report.
• Dealing with general insurance and policy specific enquiries.
• Contacting and following up with brokers to obtain outstanding information or details required by underwriters.
• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.
• Managing client expectation on expected turnaround times for submitted requests.
• Adhering to underwriting criteria and regional requirements.
• Assisting in implementing solutions for improvement; and
• Standing in for Underwriters 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 shortterm 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.
• Proficiency in compiling and maintaining tracking reports.
• Ability to use Excel or other reporting tools effectively.
• 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

• Communicates effectively - Contributing independently.
• Action orientated - Contributing independently.
• Situational adaptability- Contributing independently.
• Optimises work processes - Contributing independently.

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 neuroinclusivity 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!