Case Owner at Santam Insurance

What will you do?

Case Owner (Service Centre – Bellville)

• Responsible to manage the client service function according to agreed standards.  Ensures that all customer queries are dealt with in an efficient manner and provides a high level of service to promote the organisation’s products and services.   Conflict resolution and problem solving are necessary characteristics.  The incumbent may provide the service internally or externally. May have supervisory responsibilities.

What will make you successful in this role?

• Provide a dedicated service to the brokers of a region, focussing on the high value policies.
• Understand the different Santam commercial offerings to provide good and proper advice to our brokers.
• Build strong relationships with the relationship manager and technical manager. 
• Understand the risk exposure for Santam and provide solid underwriting advice to key stakeholders.
• Ensure corrective underwriting actions by incorporating and discussing risks with technical manager, risk services and relationship manager. 
• Manage the referral process for above mandate requests. Ensure high levels of engagement by providing brokers with continuous feedback.
• Identify trends and inaccuracies in specific portfolio and take the necessary corrective action and or provide feedback to broker services and risk services.
• Ensure data quality
• Manage a team of insurance consultants
• Compile reports per Broker for discussion including trends and deviations from process

Qualification and Experience

• Matric/GR 12
• Relevant Insurance Related Qualification
• FAIS compliant
• Above 5 years Commercial Lines experience    
• In-depth knowledge of the different Santam Commercial offerings 
• Working knowledge of reinsurance

Knowledge and Skills

• Computer Literate (MS Office Package),
• Relevant System Knowledge (PolicyCenter WebE, CRM),
• Strong Underwriting skills, 
• Compiling and Analysing data, 
• Understanding of operations management,
• Strong insurance knowledge,
• Ability to transact in the full value offering of service centre,
• People management skills,