Insurance Consultant providing exceptional service to intermediaries at Santam. Focused on contributing to business growth and ensuring client satisfaction in the insurance sector.
Responsibilities
Providing an end-to-end service and support to intermediaries.
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, authorised representatives from the brokerage, and broker services.
Dealing with general insurance and policy specific enquiries.
Analysing 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.
Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.
New business issuance / policy maintenance/ renewal / agri aspects of policies.
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.
Assist 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.
Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance.
Ensuring that business targets are met.
Requirements
Matric / Grade 12
60 FAIS credits - Commercial lines
Minimum of 3 years’ experience in Financial Services experience - Short Term Insurance - would be advantageous
A relevant insurance related qualification (e.g. NQF level 5) would be advantageous.
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