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Sanlam - Bellville, TX

posted 21 days ago

Full-time - Mid Level
Bellville, TX
Insurance Carriers and Related Activities

About the position

Santam Client Solutions have two positions available for Quality Assurance Consultants. The position is based in Bellville, Cape Town. The main purpose of the position is to provide support to the Direct Business by managing all compliance and risk management processes, policies and practices.

Responsibilities

  • Track, monitor and report Sales and/or Client Engagement Quality Assurance findings for new policies sold and/or servicing and retaining existing business.
  • Review and report on the Quality of Advice provided to the clients during all client-facing interactions in the business (the traditional 'QA function').
  • Achieve and maintain the required targets on QA samples to be audited (these also include outsource and franchise businesses).
  • Conduct internal Personal Lines quality audits.
  • Review, analyse, report, and take appropriate actions / corrections on all client feedback, including QA findings and queries received.
  • Refer errors incurred during client-facing interactions through a corrective interaction with the Sales/Client Engagement Consultant (Policy Solutions).
  • Be Co-accountable to define the required client experience in collaboration with the client-facing functions and corrections.

Requirements

  • Matric / Grade 12
  • RE 5 Qualification
  • NQF Level 4 (Short-Term Insurance Qualification)
  • Minimum 3-5 years Short-term insurance experience to Short-term insurance Personal and Commercial lines.
  • Preferably have Quality and/or Compliance experience in the Short-term insurance.

Nice-to-haves

  • Strong administration, systems, process orientation/background
  • Computer literate (MS Office package)
  • Analytical and thorough/detail inclined
  • Investigative
  • Process orientated (reports and mini audits)
  • Good communication skills
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