South Africa Job Openings
Sanlam
Insurance Consultant
Johannesburg
FULL TIME
December 2, 2024
- 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.
- 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
- 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
- Communicates effectively - Contributing independently
- Action orientated - Contributing independently
- Situational adaptability - Contributing independently
- Optimises work processes - Contributing independently
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