Insurance Consultant needed at Santam Insurance

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.