Insurance Consultant (JG10) – Santam
- Company: Santam
- Location: Bloemfontein
- Job Type: Full-time
- Posted: 1 day ago
- Department: Santam Operations – Commercial Contact Centre
Role Purpose
The Insurance Consultant provides end-to-end support to insurance intermediaries (brokers). The role focuses on assisting brokers with policy queries, quotations, renewals, and customer support while helping the business achieve growth and profitability targets.
Company Overview
Santam is the market leader in general insurance in Southern Africa and part of the Sanlam Group.
With over 1 million policyholders, Santam provides insurance solutions to:
-
Individuals
-
Commercial businesses
-
Specialist business owners
-
Major institutions including top JSE-listed companies
The company focuses on innovation, transformation, and career growth opportunities for its employees.
Key Responsibilities
Client & Broker Support
-
Provide telephonic and email support to intermediaries and broker representatives
-
Handle general insurance and policy enquiries
-
Manage broker and client expectations regarding turnaround times
Sales & Business Growth
-
Analyse broker requests and prepare insurance quotations
-
Conduct outbound calls to brokers to discuss and convert quotations
-
Contribute to profit and growth targets
Policy Administration
-
Manage:
-
New policy issuance
-
Policy maintenance
-
Renewals
-
Policy cancellations and retention efforts
-
Customer Service
-
Deliver exceptional service and proactive solutions
-
Follow up on cancelled policies and attempt to retain clients
-
Ensure compliance with underwriting criteria and regional requirements
Workflow & Productivity
-
Prioritise work and manage tasks efficiently
-
Adhere to workforce management and productivity standards
-
Use performance management systems to improve results
Minimum Requirements
Qualifications
-
Matric / Grade 12
-
60 FAIS credits (Commercial Lines)
Experience
-
Minimum 3 years experience in Financial Services
-
Experience in Short-Term Insurance (advantageous)
Additional Qualifications (Advantageous)
-
Insurance-related qualification (NQF Level 5)
-
Tertiary qualification
Key Skills & Competencies
-
Excellent verbal and written communication
-
Strong customer service orientation
-
Good administration and organisational skills
-
Ability to analyse and respond to client needs
-
Strong interpersonal and collaboration skills
-
Ability to adapt to changing situations
Core Competencies
-
Customer focus
-
Collaboration
-
Innovation
-
Resilience
-
Results-driven mindset
Career Opportunities
Working at Santam provides opportunities to grow within the wider Sanlam Group network, which includes:
-
Sanlam Life and Savings
-
Sanlam Investment Group
-
Sanlam Emerging Markets
-
Santam
-
MiWay