Insurance Consultant needed at Santam Insurance

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Job title : Insurance Consultant

Job Location : Gauteng, Johannesburg

Deadline : April 26, 2025

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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; 
  • 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. 

Qualifications and Experience

  • Matric/ Grade 12
  • 120 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

Knowledge and Skill

  • 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 

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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