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