Santam, a leader in the Southern African general insurance industry, is recruiting an Insurance Consultant for its Commercial Contact Centre in Bellville, Cape Town.
The role involves providing end-to-end service and support to brokers, including:
- Handling policy enquiries and renewals
- Issuing new policies and making amendments
- Managing client expectations on turnaround times
- Advising brokers to ensure clients receive the right cover
- Retaining business by following up on cancellations
- Adhering to underwriting criteria and compliance requirements
WHAT WILL MAKE YOU SUCCESSFUL IN THE 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
- 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 short-term 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
- 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
- Customer Service
- Team Support
- Communicates effectively
- Situational Adaptability
- Action Oriented
Requirements include:
- Matric/Grade 12 and 60 commercial lines FAIS credits
- Minimum 3 years’ experience in short-term insurance commercial lines or agricultural assets
- Strong communication, customer service and administrative skills
Santam is committed to diversity, equity and inclusion, encouraging applications from persons with disabilities. The company fosters a workplace where everyone can thrive, with a focus on neuro-inclusivity.
Closing date: 22 August 2025
Apply here: Submit your application
