Onsite Service Consultant

Posted 4 days ago

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About the role

  • Service Consultant providing support to Relationship Managers in the insurance industry at Santam. Handling customer inquiries and delivering quality service while preparing reports and addressing underwriting issues.

Responsibilities

  • Provide support to the Relationship Managers
  • Deliver quality service to customers (internal and external)
  • Prepare basic reports and statistics based on risk analysis
  • Communicate with internal stakeholders to provide information, feedback and follow through on queries
  • Address unusual and non-standard customer issues including underwriting and commercial related queries
  • Task related decision making within set policies and procedures
  • Research to assist in addressing non-standard underwriting issues
  • Update RM reports
  • Create client profiles for identified risks

Requirements

  • Grade 12
  • FAIS compliance (120 credits) preferred
  • RE 5
  • At least 2 years within the short term insurance industry essential
  • At least 1 year Commercial Lines experience
  • Proven MS Excel experience essential
  • Familiar with Excel, Word (basic), Qlikview, Intranet and Internet
  • Understanding and knowledge of Santam process
  • Understanding of all relevant customer support systems and processes related to all products

Benefits

  • Santam is committed to diversity, inclusion, and belonging
  • Equal opportunity employer, encouraging applications from candidates of all backgrounds

Job title

Service Consultant

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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