Latest Recruitment at Santam Insurance

WHAT DOES THE SALES ADVISOR DO?

• The Santam Direct Call Centre has positions available for Sales Advisors who will be based in Bellville. The successful candidates will offer world class products and services to clients, whilst achieving sales targets in an outbound call centre environment.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

•    Consistently meeting sales targets.
•    Adherence to Quality Assurance processes (Compliance with all relevant internal and external rules e.g. TCF, CPA and internal Sales processes).
•    Offering outstanding customer experience.
•    Strict adherence to workforce scheduling.

QUALIFICATIONS AND EXPERIENCE

•    Matric/ Grade 12
•    RE Certificate 
•    Minimum 30 Personal Lines Short-term Insurance credits 
•    Minimum 2 years’ experience within a sales outbound call centre.
•    Fluent in English and one other official language.
•    Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements
•    Be available to work shifts as well as overtime.
•    Solid sales track record.
•    Solid out-bound call centre experience and skills
•    Leads warm-up and cold-calling will be mandatory 
•    Knowledge of short-term insurance processes, procedures and business rules advantageous.
•    Clean record of accomplishment in terms of adherence to quality standards and compliance.
•    Consistent target achievement.
• KNOWLEDGE AND SKILLS 
•    Excellent English communication & writing skills
•    Strong relationship, negotiating and networking skills
•    Ability to influence

PERSONAL ATTRIBUTES 

•    Communicates effectively
•    Action oriented
•    Situational adaptability
•    Optimises work processes
   

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WHAT DOES THE SALES ADVISOR DO?

• The Santam Direct Call Centre has positions available for Sales Advisor who will be based in Centurion. The successful candidates will offer world class products and services to clients, whilst achieving sales targets in an outbound call centre environment.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

•    Consistently meeting sales targets.
•    Adherence to Quality Assurance processes (Compliance with all relevant internal and external rules e.g. TCF, CPA and internal Sales processes).
•    Offering outstanding customer experience.
•    Strict adherence to workforce scheduling.

QUALIFICATIONS AND EXPERIENCE

•    Matric/ Grade 12
•    RE Certificate 
•    Minimum 30 Personal Lines Short-term Insurance credits 
•    Minimum 2 years’ experience within a sales outbound call centre.
•    Fluent in English and one other official language.
•    Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements
•    Be available to work shifts as well as overtime.
•    Solid sales track record.
•    Solid out-bound call centre experience and skills
•    Leads warm-up and cold-calling will be mandatory 
•    Knowledge of short-term insurance processes, procedures and business rules advantageous.
•    Clean record of accomplishment in terms of adherence to quality standards and compliance.
•    Consistent target achievement.

KNOWLEDGE AND SKILLS 

•    Excellent English communication & writing skills
•    Strong relationship, negotiating and networking skills
•    Ability to influence

PERSONAL ATTRIBUTES 

•    Communicates effectively
•    Action oriented
•    Situational adaptability
•    Optimises work processes

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JOB DESCRIPTION

• The main responsibility for this position will entail executing and accounting for Treasury transactions which includes journalizing transactions to the Income statement and Balance sheet., preparing Treasury MI reporting and supporting the Treasury Middle Office function on an ad hoc basis

ACCOUNTABILITIES

• This position requires working closely with the various business partners 
• Prepare and reconcile the settlement accounts on IT2 system 
• Reconcile General Ledger accounts in JDE system
• Prepare monthly summary of the ageing and resolution of unreconciled items to ensure accurate financial reporting.
• Prepare funding requests via online banking platforms and IT2 system
• Assist /resolve ad hoc issues / queries 
• Provide support with innovation & automation initiatives/projects
• Assist and prepare monthly Management Information packs with commentary and variance analysis
• Internal and external stakeholder engagement 

 
QUALIFICATIONS and EXPERIENCE

• B Com (Acc) / B Com Finance Degree with Financial Accounting major
• Completed SAICA articles (advantageous)
• Accounting via JD Edwards /Oracle system experience (advantageous) 
• Minimum 5 years’ experience in a Financial Accounting department
• General Ledger reconciliation experience
• Minimum of 3-5 years’ experience on online banking platforms

 
KNOWLEDGE

• Computer literate (Advanced Excel)
• Working knowledge of IFRS Accounting principles

 
SKILLS

• High numerical skills
• Team player
• Financial data analysis experience
• Understand Treasury Accounting
• Sound relationship building skills, at different levels of the organisation
• Excellent interpersonal and communication skills
• Strong co-ordination, organisational and planning skills
• Results orientated, pro-active and deadline driven
• Capacity to operate under extreme pressure
• Strong quality and client service orientation 
• Ability to drive decisions and work independently
• Strong analytical skills and attention to detail
• Adaptable to Change/Flexible

 
COMPETENCIES

• Cultivates Innovation
• Client focus 
• Drives Results
• Collaborates by building partnerships
• Flexibility and Adaptability
• Optimising work processes

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WHAT WILL YOU DO

• The Admin clerk is responsible for the registration of new claims. This position entails ensuring accurate registration of claims within the agreed service level agreement and general administrative duties as required.

KEY RESPONSIBILITIES

• Register claims within agreed service level agreements.
• Ensure accuracy of data captured on Santam and Broker systems.
• Ensure that claims are registered against the correct policy section based on the information provided.
• Liaise with brokers.  
• Correction of errors/data that are identified on claims already registered.
• Send infographics to clients once claim is registered.
• Upload claim documents to document storage.
• Generate documents from broker system where required.
• Schedule claims to Desktop team (if necessary).

 
QUALIFICATIONS AND EXPERIENCE

• Grade 12 certificate
• Computer Literate (MS Office package:  Word, Excel, PowerPoint, Internet)
• 2 – 3 years Claims Services environment experience (Short-term Insurance)
• Personal Lines knowledge/ experience
• Strong client service orientation
• Ability to work under pressure
• Accurate and fast typing abilities

 
COMPETENCIES

• Analytical thinking 
• Information seeking 
• Drive for results
• Organisational commitment 
• Teamwork and cooperation
• Customer service orientation