Onsite Insurance Consultant

Posted 5 hours ago

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About the role

  • 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.
  • Tertiary qualification would be advantageous

Benefits

  • Professional development opportunities
  • Health insurance
  • Paid time off
  • Flexible working arrangements

Job title

Insurance Consultant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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