Insurance Consultant (10)(Cape Town, Bellville)

Sanlam • Bellville, TX

128d

About The Position

Santam is the market leader in the general insurance industry in Southern Africa, and we are expanding into emerging markets in Africa and Asia. We are looking for Insurance Consultants based in Cape Town, Bellville, to provide end-to-end service and support to intermediaries. The role involves contributing to net profit and growth targets, delivering exceptional service, providing telephonic and email support, analyzing requests, issuing new business, resolving insurance queries, managing client expectations, adhering to underwriting criteria, and optimizing productivity. The consultant will also assist in profiling clients with suitable products and stand in for absent colleagues during busy periods.

Requirements

• Matric / Grade 12
• 60 FAIS credits - Commercial lines
• Minimum of 3 years' experience in Short Term Insurance - Commercial Lines
• Proven work experience in commercial underwriting within the short-term insurance industry
• A relevant insurance related qualification (e.g., NQF level 4) would be advantageous
• Preferable work experience in agriculture would be advantageous

Nice To Haves

• A relevant insurance related qualification (e.g., NQF level 4) would be advantageous
• Preferable work experience in agriculture would be advantageous

Responsibilities

• 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, authorized representatives from the brokerage, and broker services.
• Analyzing 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.
• New business issuance.
• 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.
• Assisting 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.
• Prioritizing own workflow and ensuring work is completed to the required standards of productivity, quality, and timelines; using performance management systems to improve personal performance.
• Standing in for consultants should they be absent or on leave during busy periods or absence of key resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees