Job Opportunities at Santam Insurance

What will you do?

• This career opportunities are available at Santam Direct for a Client Service Consultant; the successful incumbent will be based in Bellville.  
• The Client Service Consultant will offer world class products and services to clients, whilst achieving targets related to quality, productivity and compliments in a call center environment.  

What will make you successful in this role?

• Accurately capture client information on the relevant system. 
• Execute client requests within the agreed timeframes, quality standards and legislation. 
• Handle all the administrative tasks according to agreed standards and turnaround times.  
• Engage with client in a client centricity manner. 
• Ensuring accurate completion client requests and follows up to ensure queries are resolved timeously, as per service level agreement. 
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.  
• Ensuring client service level agreements are met and exceeded.  
• Excellent time management skills. 
• Consistent achievement of agreed productivity. 

QUALIFICATIONS AND EXPERIENCE 

• Grade 12/ Matric 
• NQF Level 4 Qualification in Short Term Insurance 
• Completed Regulatory Exam (RE 5) 
• A minimum of 3years experience in short term insurance (Personal Lines Insurance)  
• Willingness to work shifts as well as overtime 

SPECIFIC REQUIREMENTS 
There will be a probationary period for three months, which consist of the following two phases: 

• There will be a +/- 4 week training period after which your knowledge will be assessed; and 
• On a job evaluation phase during which progress will be measured against your ongoing ability to meet a set sales target.

KNOWLEDGE AND SKILLS  

• Strong verbal and written communication skills 
• Excellent interpersonal, communication and networking skills 
• Strong client service orientation 
• Ability to work under pressure 
• Attention to detail 
• Self-motivated and comfortable in taking initiative 
• Ability to work independently

Knowledge and Skills

• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

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

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WHAT WILL YOU DO?

• This career opportunity is available at Santam’s Corporate Services in the for the Financial Management department. The role is based in Bellville, Cape Town. 
• The Group Financial Accountant will provide assistance in the financial management and statutory reporting function of the Santam group. 
• This function encompasses both externally directed financial reporting to shareholders and the Board as well as internally focussed reporting with regards to management reports.  The objective will be the production of timeous and accurate consolidated financial results to be included in management reports, statutory financial statements and reports on the overall consolidated financial results for the Santam Group of Companies

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• An interest in both routine and non-routine tasks.
• Ability to reperform working papers with minimal coaching.
• Strict adherence to deadlines.
• Appreciation for even the simplest procedures being important.
• Investment of personal time.
• Ability to prepare timeous and accurate notes to statutory financial statements.
• Ability to prepare timeous and accurate monthly management reports.
• Assistance with audit queries.
• Assistance with general ledger process.

QUALIFICATIONS AND EXPERIENCE

• CA (SA)
• Minimum 3 years of financial services experience; experience in the insurance industry would be highly recommended.
• Extensive financial accounting experience in complex technical environments, including consolidation and group reporting experience.
• Experience in financial management reporting.

KNOWLEDGE AND SKILLS

• Comprehensive and extensive knowledge of IFRS, ideally insurance accounting.
• Insurance Act, Companies Act
• Tax knowledge
• Computer literate (Advanced Excel)
• Knowledge of and experience with Hyperion Financial Management would be highly recommended. 
• Strong numeracy and analytical skills
• Results orientated and deadline driven
• Capacity to operate in a high pressure environment
• Critical thinking skills and an eye for detail
• Problem solving
• Financial and business acumen
• Good communication skills
• Strong capability for research of a technical nature
• Ability to work with diverse stakeholders

PERSONAL ATTRIBUTES

• Drives results
• Taking ownership
• Collaborates
• Client focus
• Flexibility, adaptability and resilience
• Cultivates innovation
• Analytical thinking