Administrative Service Consultant at Santam Insurance

Job Description

• This job is focused on supporting the Regional Manager as well as a Relationship Manager in the Gauteng South Region, Alice Lane, Sandton. The role is for someone that would provide administration assistance and support to the Relationship Managers as support in running their portfolios.

Principle Accountabilities

• The purpose of this position is to provide support to Relationship Managers and would be responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.

Principal Accountabilities

• Prepare basic reports and statistics based on risk analysis
• Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions 
• 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 Relationship Manager reports including CRM   
• Create client profiles for identified risks
• Assist in directing broker queries/escalation
• Provide admin support to the Relationship Managers as required for running of the portfolio

Qualifications and Experience

• Matric Qualification 
• 3 year Tertiary qualification (advantageous)
• FAIS compliance (60 credits Commercial Lines and 30 credits Personal Lines) preferred
• RE 1 (advantage)
• At least 1year Commercial Lines experience 
• 2 years experience in an office administration environment (Personal Assistance/Admin support experience will be an advantage)
• Insurance qualification (advantageous)

Knowledge and Skills

• Attention to detail
• Time management 
• Good communication skills (verbal and written)
• Inter-personal skills
• Basic understanding of Microsoft applications (Word/Excel/Powerpoint)
• Co-ordination and planning
• Ability to learn and adapt
• Record keeping

Competencies

• Deciding and initiating action
• Client service orientation
• Planning and organising
• Supporting change
• Performing under pressure
• Ability to work independently
• Teamwork and supporting
• Analysing