709 Insurance Consultant jobs in South Africa

Insurance Consultant

Johannesburg, Gauteng CallForce

Posted 4 days ago

Job Viewed

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Job Description

We are looking for individuals to work within the commercial contact centre as there are career opportunities available for Insurance Consultants. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

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

Responsibilities
  • 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 5) 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

Should you not hear from us within 14 days of applying, kindly consider your application unsuccessful for this role.

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This advertiser has chosen not to accept applicants from your region.

Insurance Consultant

Johannesburg, Gauteng Santam Insurance

Posted 5 days ago

Job Viewed

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Job Description

Job title : Insurance Consultant

Job Location : Gauteng, Johannesburg

Deadline : October 30, 2025

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What will you do?

Santam Operations, Commercial Portfolio Management have career opportunities available for Insurance Consultants base in Johannesburg Hill On Empire, Parktown . The insurance consultant role is focused on providing an end-to-end service and support to brokers.

What does Insurance Consultant do?

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.
Qualification and Experience
  • Matric / Grade 12
  • 60 commercial lines FAIS credits
  • A relevant insurance related qualification (e.g. NQF lev 5) 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
Personal Attributes
  • Customer Service
  • Team Support
  • Communicates effectively
  • Situational Adaptability
  • Action Oriented
  • Consultancy jobs

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This advertiser has chosen not to accept applicants from your region.

Insurance Consultant

Johannesburg, Gauteng Santam Insurance

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Stay vigilant. Santam has been made aware of a malicious e-mail instructing policyholders to claim a refund within 24-72 hours. This is a scam, Santam will only communicate through their broker or official channels. Learn more.

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Johannesburg (Hill On Empire, Parktown ). The insurance consultant role is focused on providing an end-to-end service and support to brokers.

What does Insurance Consultant do?

  • 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.


Qualification and Experience

  • Matric/ Grade 12
  • A relevant insurance related qualification (e.g. NQF lev 5) 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

Personal Attributes

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

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Our recruitment process

Step 1: Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Step 2: Could take a couple of days depending on the volume and the screening process, which varies according to the complexity of the role.

Step 3: Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Telephonic screening

Step 4: Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Your interview

Step 5: We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Assessment

Step 6: Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted to ensure the validity of your credentials.

Step 7: Prior to an offer being made, there may be a second interview to meet with the Head of Department. Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Onboarding

Step 8: You made it. Here we ensure we receive all your documents to get you onto our payroll system.

TIPS & TRICKS Getting ready for your interview

There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Insurance Consultant

Johannesburg, Gauteng Santam Insurance

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Scam alert: Santam has become aware of an e-mail scam involving the unauthorised use of the Santam logo alongside another brand.
Please note that this is a scam. We remind all clients that Santam will only communicate through official channels or the authorised broker. Learn more.

Santam Operations, Commercial Portfolio Management have career opportunities available for Insurance Consultants base in Johannesburg Hill On Empire, Parktown . The insurance consultant role is focused on providing an end-to-end service and support to brokers.

What does Insurance Consultant do?

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.
Qualification and Experience
  • Matric/ Grade 12
  • A relevant insurance related qualification (e.g. NQF lev 5) 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
Personal Attributes
  • Customer Service
  • Team Support
  • Situational Adaptability
  • Action Oriented
Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities.

Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive.

Take the next step in your career—apply now and be part of a company that’s shaping the future of insurance. This is Freedom!

Our recruitment process

Onboarding

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Advertise

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Telephonic screening

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Your interview

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Assessment

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Onboarding

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Advertise

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Telephonic screening

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Your interview

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Assessment

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Onboarding

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

TIPS & TRICKS Getting ready for your interview

There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Insurance Consultant

Johannesburg, Gauteng Santam Insurance

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Stay vigilant. Santam has been made aware of a malicious e-mail instructing policyholders to claim a refund within 24-72 hours. This is a scam, Santam will only communicate through their broker or official channels. Learn more.

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process
  1. Advertise
    Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.
  2. Step 2
    Could take a couple of days depending on the volume and the screening process, which varies according to the complexity of the role.
  3. Step 3
    Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.
  4. Telephonic screening
    Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.
  5. Your interview
    We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!
  6. Assessment
    Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted to ensure the validity of your credentials.
  7. Step 7
    Prior to an offer being made, there may be a second interview to meet with the Head of Department. Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.
  8. Onboarding
    You made it. Here we ensure we receive all your documents to get you onto our payroll system.
TIPS & TRICKS Getting ready for your interview

There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Insurance Consultant

Bellville, Western Cape R150000 - R250000 Y Sanlam

Posted today

Job Viewed

Tap Again To Close

Job Description

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

WHAT DOES THE INSURANCE CONSULTANT DO?

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Capetown (Bellville). The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

This role is focused on, but not limited to.

  • Contribution to the net profit and growth targets for business.
  • Delivering exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
  • 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.
  • Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
  • Initiating out dials to intermediaries to discuss quotations and / or convert policies.
  • Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.
  • New business issuance / policy maintenance/ renewal / agri aspects of policies.
  • Assisting to resolve all insurance queries within required timeframe and compliance requirements.
  • 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.
  • Assisting in implementing solutions for improvement.
  • Adhering to workforce management principles to ensure that we optimize productivity.
  • Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance.
  • Ensuring that business targets are met.

QUALIFICATIONS AND EXPERIENCE

  • Matric / Grade 12
  • 60 FAIS credits - Commercial lines
  • Minimum of 3 years' experience in Financial Services experience - Short Term Insurance - would be advantageous
  • A relevant insurance related qualification (e.g. NQF level 5) would be advantageous.
  • Tertiary qualification would be advantageous

KNOWLEDGE AND SKILLS

  • Excellent verbal and written communication skills to request information and correspond with internal / external stakeholders.
  • Excellent interpersonal skills, collaborating with internal / external stakeholders.
  • Conduct efficient administration.
  • Optimising work processes.
  • Situational adaptability.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

This advertiser has chosen not to accept applicants from your region.

Insurance Consultant

R80000 - R120000 Y Sanlam

Posted today

Job Viewed

Tap Again To Close

Job Description

Who are we?
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

Santam Operations,
Agri Commercial Contact Centre
have career opportunities available for
Insurance Consultants
base in
Bloemfontein
. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

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

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

This advertiser has chosen not to accept applicants from your region.
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Insurance Consultant

Seshego, Limpopo R60000 - R120000 Y GroDirect

Posted today

Job Viewed

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Job Description

Insurance Sales Consultant

Are you a professional people's person?

A very exciting opportunity currently exists for experienced sales professionals who have been in sales, retail, hospitality or in a similar service industry role and looking for a new challenge.

Full training is provided, and a positive and professional attitude is desired. This is a first-class opportunity to kick-start your career as a sales professional with significant opportunities to progress your career.

Our company has been around since 1994 and we have partnered with many reputable brands. We are a company that provides huge potential for growth.

Minimum Requirements:

Matric or equivalent NQF level 4 qualification.

South-African citizen

No Experience needed

We are looking for an individual with a good work ethic and a flair for sales and customer service. We need someone who can focus on hitting targets and who enjoys a challenge.

If you would like to apply for this position, please email through your CV.

/ or WHATSAPP your detailed CV to

Sales consultant

The OPPORTUNITY:

Starting as a trainee, this has the potential to quickly become a hand's on leadership role, where you will be actively coaching and developing a sales team on a daily basis, ensuring the delivery of clear, achievable sales objectives, maintaining agreed operational standards and ensuring a fun, positive and professional culture is maintained throughout the team at all times.

This is a bright, enthusiastic and supportive environment where hard work and achievements are rewarded and celebrated. We are looking for a sales leader who loves to coach and motivate those around them, leads by example and thrives on reaching both their team and personal sales goals. We offer an exceptional range of sales commissions, realistically achievable weekly incentives and a wide range of ongoing reward bonuses - and of course, you will never be short of career development

SKILLS AND EXPERIENCE:

· High achiever with proven personal success in a sales environment

Ability to lead, motivate and energise a diverse sales team who operate to achieve set sales targets, Positive, solution-focused attitude

· Excellent written and verbal communication skills

· Ability to adapt to, and embrace, new ideas and processes and drive them amongst your team

WHAT WE OFFER:

· Family-owned business, culture and team environment

· Product portfolio backed by an expert testing team

· Highly motivated and supportive team

· Continuous development and education

· Career development opportunities

· Uncapped Commission and earning potential

· Minimum Requirements:

· Matric or equivalent NQF level 4 qualification.

· South-African citizen

· Smart Phone

· No Experience needed

Apply online or WHATSAPP your detailed CV & supporting documents to

Job Type: Full-time

Work Location: In person

This advertiser has chosen not to accept applicants from your region.

Insurance Consultant

R250000 - R450000 Y Sanlam

Posted today

Job Viewed

Tap Again To Close

Job Description

Who are we?
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into several emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

Santam Operations,
Commercial Contact Centre
have career opportunities available for
Insurance Consultants
base in
Cape Town, Bellville
. The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.

This role is focused on, but not limited to;

  • Contribution to the net profit and growth targets for business.
  • Delivering exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
  • Providing telephonic / email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
  • Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
  • Initiating out dials to intermediaries to discuss quotations and / or convert policies.
  • New business issuance.
  • Assisting to resolve all insurance queries within required timeframe and compliance requirements.
  • 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;
  • Assisting in implementing solutions for improvement.
  • Adhering to workforce management principles to ensure that we optimize productivity.
  • Prioritise own workflow and ensure work in completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance. Ensuring that business targets are met.
  • Standing in for consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required. Ensuring that business targets are met.

Qualifications And Experience

  • Matric / Grade 12
  • 60 FAIS credits - Commercial lines
  • Minimum of 3 years' experience in Short Term Insurance - Commercial Lines
  • Proven work experience in commercial underwriting within the short-term insurance industry
  • A relevant insurance related qualification (e.g., NQF level 4) would be advantageous
  • Preferable work experience in agriculture would be advantageous

Knowledge And Skills

  • Excellent verbal and written communication skills. Use of clear and effective verbal communication skills to request information and correspond with intermediaries.
  • 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

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

This advertiser has chosen not to accept applicants from your region.

Insurance consultant

Johannesburg, Gauteng Santam Insurance

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Stay vigilant. Santam has been made aware of a malicious e-mail instructing policyholders to claim a refund within 24-72 hours. This is a scam, Santam will only communicate through their broker or official channels. Learn more. Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Johannesburg (Hill On Empire, Parktown ). The insurance consultant role is focused on providing an end-to-end service and support to brokers.What does Insurance Consultant do? 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. Qualification and Experience Matric/ Grade 12 A relevant insurance related qualification (e.g. NQF lev 5) 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 Personal Attributes Communicates effectively - Contributing independently Action orientated - Contributing independently Situational adaptability- Contributing independently Optimises work processes - Contributing independently The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper. Our commitment to transformation The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process. Our recruitment process Step 1: Our vacancies are advertised between 3-5 days depending on the market availability of the skills required. Step 2: Could take a couple of days depending on the volume and the screening process, which varies according to the complexity of the role. Step 3: Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process. Telephonic screening Step 4: Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions. Your interview Step 5: We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot! Assessment Step 6: Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted to ensure the validity of your credentials. Step 7: Prior to an offer being made, there may be a second interview to meet with the Head of Department. Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview. Onboarding Step 8: You made it. Here we ensure we receive all your documents to get you onto our payroll system. TIPS & TRICKS Getting ready for your interview There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here. Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade. #J-18808-Ljbffr
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