Digital Distribution Specialist: KZN at Santam Insurance

What will you do?

• This career opportunity is available at SHA Risk Specialists a division of Santam for a Digital Distribution Specialist, who will be based in Durban. 

What will make you successful in this role?

Underwriting 

• Quoting and dealing with queries from brokers on any referrals that arise out of the digital platform.
• Managing administrative processes and accounts issues arising out of the use of the system.
• Dealing with frequently asked questions.
• Providing guidance to users (brokers) on the use of the system.
• Building and managing profitable portfolios with the Pocket Underwriter system.

Business Development

• You will be responsible for business development for the KZN region
• Bring your value and knowledge to extend us into new opportunities. 
• Drive use of the Pocket Underwriter for KZN brokers to generate their own quotes and policy documents on renewal business.
• Responsible for the relationships with KZN Brokers, Referral and other business partners
• Ability to think strategically and create new opportunities, as well as the operational understanding to ensure delivery on those opportunities to the benefit of SHA and the wider Santam group.
• Set and drive a high performance culture.
• Effective management of the business unit’s budget and its resources. Detailed understanding of the financial drivers of a business is key.
• Build strategic and operational alliances with business units within SHA and the wider Santam group.
• Keep all stakeholders abreast of legislative changes by regulatory bodies and the opportunities they may bring to the group.
• Deliver results as per agreed KPI’s.

Marketing and sales

• Calling on brokers with a view to discussing the range of digital products available through SHA.
• Conducting presentations to brokers to deal with:
  • The benefits of the range of digital products
  • The differences between standard and digital products
• Driving sales through the Pocket Underwriter.

Events and Training

• Training of brokers on the use of Evolution and EVO PI on the Pocket Underwriter.
• Training of brokers on specialist covers

Digital Client Liaison 

• Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility.
• Provision of telephonic backup and answering services to the digital distribution division.
• Manage broker queries on the usage of the Pocket Underwriter
• Handle credit control queries and errors
• Assist with the administrative process of moving risks into the digital platform
• Continuously monitor quality and accuracy of the documents and KIT records produced by the system
• Participating in ongoing system testing

Qualification and Experience

• Matric
• Appropriate tertiary qualification a preference 
• RE 5 & FAIS Compliant preferred. 
• Minimum 3 years’ experience in the insurance industry.
• 3+ years of Underwriting experience or relevant professional liability experience.
• Added experience with Liability, D&O, and A&H will be beneficial but not totally necessary as training will be provided

Skills

• Comfortable with social media
• Self-starting
• Strong sales and presentation skills
• Solid broker relationships
• Administrative Skills
• Attention to Detail
• Client Orientation 
• Communication Skills
• Initiative
• Teamwork

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently