Insurance Consultant

Santam Insurance · Johannesburg, Gauteng

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What will you do?

Santam Operations, Commercial Portfolio Management has a career opportunities available for Insurance Consultants base in Johannesburg Hill On Empire, Parktown . The insurance consultant role is focused on providing an end-to-end service and support to brokers.

What does Insurance Consultant do?

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.

Qualification 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 2 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