Insurance Consultant

**INSURANCE CONSULTANT (JG10)**
**WHAT DOES THE INSURANCE CONSULTANT DO?**
Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to brokers.
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?
This role is focused on, but not limited to;
servicing broker requests, including enquiries.
- 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.
QUALIFICATIONS 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 3 years’ experience in short term insurance commercial lines and/or Agri assets