Insurance Consultant (10)(Cape Town, Bellville) at Santam Insurance

This role is focused on, but not limited to; servicing broker requests, including enquiries.

•  Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
•  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 4) 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

KNOWLEDGE AND SKILLS 

•  Excellent verbal and written communication skills
•  Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
•  Ensure adherence to quality, compliance and accreditation standards
•  Conduct efficient administration
•  Optimising work processes