Commercial Insurance Consultant
Posted 11 days ago
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Job Description
We have an exciting career opportunity for Commercial Insurance Consultants in Cape Town looking for a new opportunity within a well-established insurance sales company.
This role is focused on candidates with long-term insurance experience with the objective of providing an end-to-end service and support to brokers.
Key Responsibilities
- Providing telephonic support to the intermediary on record, authorised representatives from the brokerage, and Broker Services.
- Dealing with general Agri Asset insurance and policy specific enquiries, and amendments.
- Adhering to underwriting and regional criteria requirements.
- Managing the expectation on expected turnaround times for already submitted requests.
Minimum Requirements
- Grade 12 (Matric) with
o Minimum 50% for Maths
o Average score of 50% in all other subjects. - Relevant insurance qualification would be advantageous at NQF 5.
- 2 years’ experience in short term insurance commercial lines and/or Agri Asset would be advantageous.
- Experience in commercial and/or Agri Asset policy administration and underwriting.
Knowledge & 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.
Working Hours
- 08h00 – 17h00 Monday to Friday.
Solutions Architect – Insurance
Posted 11 days ago
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Job Description
An industry leading Bank has an exciting opportunity available for a Solutions Architect within the insurance space to join their dynamic team.
Duties & ResponsibilitiesPurpose Statement
We are looking for a Solutions Architect to join the Insurance team. As a Solutions Architect, you will be responsible for the success of a product. You will have full autonomy over your application, acting as the apex technical leader for your product. The scale and growth of the client base means that you get to solve complex problems at scale.
You will bring deep technical knowledge of at least one programming paradigm, preferably object-oriented or functional programming, and be comfortable working on programming assignments using either of: SQL, C#, Java, JavaScript, C++, C or Python. Additionally, you will have experience with both relational and non-relational databases, as well as basic AWS cloud skills. You will intimately understand dataflows, system integration and constructing a highly available architecture. You will have the opportunity to learn and work with domain-driven design, event-driven architecture, and Kubernetes. You will be a problem solver at heart, with the ability to think critically and creatively to find innovative solutions.
You will have the opportunity to explore new skills and technologies, while working with a team of dedicated professionals in a fast-paced and dynamic environment.
Role purpose:- To own (develop, maintain, and enhance) the technology strategy and the target state solution architecture within Insurance.
- To design a fit for purpose technology operating model (including core concepts, features and elements that provide an overarching framework) that will enable to execute on their strategic objectives.
- To produce a comprehensive technical specification for that offers a technically viable solution and address the business requirements.
Minimum:
- At least 5 years’ relevant design and development experience.
- At least 3 years’ proven experience as an Architect (pre-sales advantageous) in the insurance or banking industry.
- Evidence of delivering Proof of concept solutions to third parties.
- At least 4 years’ experience in:
- Presenting to Mid-senior level management to convey technical concepts in a simplified, understandable language.
- Analysis, design and writing technical specifications.
- Constructing detail technical design and non-functional requirements.
- Designing and delivering scalable and resilient solutions.
- Deep understanding of continuous availability.
- Commitment to frequent incremental release philosophy and practice.
- Insurance, Banking and Finance experience.
- Understand relational database design concepts, and familiarity to 3NF & de-normalised database solutions.
Minimum:
- Grade 12 National Certificate / Vocational
- Bachelor’s degree in information technology
- A relevant tertiary qualification in Information Technology - Computer Science
Minimum:
- System architecture (technical design, software architecture).
- Data flow diagrams, and high-level systems diagrams.
- IT systems development processes.
- Application development / Software development (typed and scripting coding languages).
- Waterfall and Agile systems development processes (Prince II / Safe).
- CI/CD standards and agile delivery methods.
- Service-Oriented Architecture.
- Banking systems.
- Insurance systems.
- Knowledge of UML.
- Cloud architectures.
- Working knowledge of AWS / Azure.
- Solid understanding of:
- Best practices for Quality Assurance (QA).
- AWS/Azure cloud components and cloud vs on premise solutions.
- Problem solving skills.
- Attention to Detail.
- Analytical Skills.
- Facilitation Skills.
- Business Process Modelling skills (IDEF-0, Financial Modelling, Enterprise Architect, BPMN, etc.).
Should you not receive a response from us within one week of your application, your application has unfortunately not been successful.
You can visit our website for more vacancies: / LinkedIn
#J-18808-LjbffrCommercial Insurance Specialist
Posted 18 days ago
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Leads Insurance Consultant
Posted 25 days ago
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Job Description
Our client in the Financial Services industry is currently looking for a Leads Insurance Consultant , in Bellville, Cape Town.
Responsibilities:
- Generating quality sales opportunities for the Distribution channels.
- Achieve the minimum production norms & targets set.
- Quality outbound calls to clients to create quality sales opportunities.
- Adhere to the quality standards of the Sanlam Direct CCC.
- Record client information and requests on the Sentrix system.
- Handle and appropriately refer customer complaints and objections.
Requirements:
- Matric (or equivalent qualification)
- Minimum 3 years Call Centre experience.
- Call Centre experience (Outbound would be an advantage)
- Previous financial services experience will be advantageous.
- MS: Office (Excel, Word, PP, Outlook)
- Knowledge of Sentrix.
Remuneration:
- Up to R13 000 per month plus commission.
Manager, Insurance Sales CPT
Posted 11 days ago
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Job Description
Overview
Business Segment: Insurance & Asset Management
To develop, lead, manage and maintain a high-performance team of WealthInsure Managers that is significant, relevant, profitable and compliant with FAIS regulations while providing professional insurance services to affluent customers. Source and secure new individual Short-term Insurance customers while adhering to all underwriting and business rules as well as all applicable regulatory requirements in order to maximise sales opportunities and profitability for Standard Insurance Limited while ensuring a market leading customer experience.
Responsibilities- Lead and manage a high-performance team of WealthInsure Managers to drive profitable, compliant insurance services for affluent customers.
- Source and secure new individual Short-term Insurance customers in line with underwriting rules and regulatory requirements.
- Ensure a market-leading customer experience while achieving sales opportunities and profitability targets for Standard Insurance Limited.
- Type of Qualification: Higher Certificate in short-term Insurance; Fit and Proper; Full Rep status; KI qualified; FAIS (South Africa); Financial Intelligence Centre Act (FICA) (South Africa)
- Insurance
- At least 8 years of practical working experience in personal short-term insurance (Servicing / Sales Agent, Broker or Underwriter).
- Sound knowledge of and experience in personal insurance offerings, procedures and products.
- Deep specialist understanding of FAIS and FICA legislation to provide subject matter expertise to the team of Insurance Managers and ensure regulatory adherence.
- At least 4 years of experience in people management.
- At least 4 years of short-term technical experience.
- At least 4 years of claims experience in a short-term insurance role.
Insurance Sales Team Leader
Posted 11 days ago
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Job Description
Department: Sales (Bank Insurance Campaign)
Reports To: Operations Manager
Location: Cape Town CBD
Job Purpose:
To lead and manage a high-performing team of insurance sales agents in a BPO environment, ensuring that sales targets, compliance requirements, and service levels are consistently met or exceeded. The role focuses on driving team performance, providing coaching, and ensuring strict adherence to industry regulations.
Key Responsibilities:
- Manage a team of inbound or outbound sales agents selling life and legacy, funeral, or short-term insurance products.
- Drive the achievement of daily, weekly, and monthly sales targets (e.g., conversions, policy activations, premium targets).
- Monitor real-time performance metrics including talk time, adherence, QA scores, and sales compliance.
- Conduct regular coaching sessions, call listening, and performance feedback to improve agent capability.
- Ensure 100% compliance with regulatory frameworks during all sales processes.
- Collaborate with QA, Training, and Compliance departments to ensure quality and policy alignment.
- Handle escalations from agents and clients, ensuring a professional and compliant resolution.
- Maintain accurate records of team performance and prepare reports for management and client reviews.
- Assist in recruitment, onboarding, and mentoring of new sales agents.
- Drive motivation, engagement, and recognition initiatives within the team.
- Clear criminal record
- Clear ITC
Education:
- Matric / Grade 12 (essential)
- FAIS accredited (RE5) – advantageous
Experience:
- 2+ years’ experience in a BPO or call center environment on an insurance sales campaign
- Knowledge of regulatory requirements
- Proven track record in exceeding sales targets through team leadership
Technical Skills:
- Strong Excel/Google Sheets skills for tracking and reporting
- Familiar with QA scorecards, scripting, and compliance frameworks
- Target-driven and results-oriented
- Strong leadership and coaching ability
- High attention to compliance and quality
- Excellent communication and conflict resolution skills
- Analytical and performance-focused mindset
- Ability to thrive in a fast-paced, KPI-driven environment
Insurance Sales Life Insurance Team Management Business Process Outsourcing (BPO) Customer Service
#J-18808-LjbffrInsurance Consultant -JG10 (Bellville)
Posted 11 days ago
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Job Description
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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 based 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.
- Prioritising own workflow and ensuring work is completed to the required standards of productivity, quality, and timelines; using performance management 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.
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Business Analyst – Insurance Sector
Posted 13 days ago
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Join to apply for the Business Analyst – Insurance Sector role at ExecutivePlacements.com - The JOB Portal
1 week ago Be among the first 25 applicants
POSITION INFO:
We are seeking a highly skilled Business Analyst with deep domain expertise in the insurance sector, particularly in compliance, operations, and digital process optimisation. This strategic role is aimed at supporting the foundational redesign of our insurance division to enable future scalability and operational excellence.
Background
Our Insurance business unit currently operates with a lean team and relies on manual, client-specific processes. While this approach has supported client satisfaction to date, it poses challenges around efficiency, consistency, and scalability as the business prepares for significant growth. We are undertaking a comprehensive operational review to assess and improve our current structures and capabilities.
Scope of Work
The Business Analyst will lead a detailed gap analysis across the following domains:
- Customer Base: Review segmentation, delivery models, SLA alignment, and reporting.
- SLAs: Evaluate current performance against service level agreements and suggest standardisation opportunities.
- Systems: Analyse platform capabilities, data flows, and integration readiness.
- Processes: Map existing workflows and identify inefficiencies and risk points.
- People: Assess team structure, roles, skills, and scalability readiness.
- Compliance: Identify gaps in data processing, security, and regulatory alignment (e.g., POPIA).
- Reporting: Review internal, customer-facing, B2B, and regulatory reporting practices.
Responsibilities
The Business Analyst will be responsible for:
- Conducting stakeholder interviews and workshops to gather qualitative insights.
- Documenting and analysing current-state operations across systems, processes, and teams.
- Identifying compliance risks, inefficiencies, and constraints to scalability.
- Benchmarking current practices against insurance industry standards and best practices.
- Producing a comprehensive gap analysis report with clear findings and actionable recommendations.
- Designing a future-state operating model aligned with growth and strategic goals.
- Developing a practical roadmap with short-, medium-, and long-term initiatives.
- Presenting findings and recommendations to senior leadership.
- Supporting planning and decision-making for implementation phases.
Key Deliverables
- Gap Analysis Report (Operations, Systems, People, Compliance, Reporting)
- Recommendations for optimisation and standardisation
- Future-State Operating Model
- Roadmap for scalable growth (Technology, Processes, People)
- Presentation of findings to executive leadership
Requirements
- Proven experience as a Business Analyst in the insurance sector
- Strong background in operational analysis, digital process design, and compliance
- Familiarity with insurance-specific regulations (e.g., POPIA)
- Demonstrated ability to lead gap analysis, stakeholder engagement, and change planning
- Excellent documentation and presentation skills
- Experience with data flow mapping, SLA frameworks, and reporting structures
- Consulting or project-based experience advantageous
Ideal Candidate Profile
- Strategic thinker with a pragmatic approach to problem-solving
- Strong communicator capable of engaging cross-functional stakeholders
- Experienced in balancing compliance, technology, and operational requirements
- Comfortable working in dynamic and evolving environments
- Mid-Senior level
- Full-time
- Research, Analyst, and Information Technology
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Sign in to set job alerts for “Business Analyst” roles.Location: Cape Town, Western Cape, South Africa
#J-18808-LjbffrInsurance Consultant Cape Town
Posted 19 days ago
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Job Description
Claims Administration
Administer complete claims process according to defined claims procedures until claims are settled.
Apply policy terms and conditions.
Make assessment of claims validity and estimate value and administer mandated claims.
Act as intermediary between insurer and client and timeously relay communication, requests, and documentation.
Engage with insurers regarding recoveries, diarise follow-ups and keep clients informed.
Ensure productivity targets are met.
Contribute towards and ensure continuous improvement in own and team performance.
Adhere to company mandates.
Participate and contribute in ad hoc projects.
Report any suspected fraud, misrepresentation and/or dishonesty.
Keep accurate record of own activities.
RE 5 A MUST
MATRIC A MUST
CREDITS WOULD BE GREAT
Salary: R20 000 - R25 000
#J-18808-LjbffrClaims Manager - Long-term insurance
Posted 11 days ago
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Job Description
NOTE: This is a hybrid position - 2 days in the office and 3 days at home
Our client, an international global life and health reinsurance company, is urgently looking for a Claims Manager to be responsible for the day-to-day management of the claims administration team. This role ensures that the South Africa-based Treaty and Facultative business is administered appropriately and accurately in line with treaty specifications.
Duties & ResponsibilitiesIn order to be considered the following is required:
- Bachelors degree / qualification would be advantageous
- Minimum of 5 years previous experience in a team leader role
- 5 years experience in the life insurance industry
- Proven track record of coaching, developing, and mentoring direct reports
- Strong IT skills with a good understanding of MS Excel
- Superior oral and written communication and presentation skills
- Effective interpersonal skills; ability to interact with employees at all levels and across different departments
- Ability to focus on priorities, targets, and deadlines
- Ability to plan and manage resources within the team, handling several projects at once and delivering them to agreed schedules
Responsibilities:
- Ensure that claims relating to SA business are administered appropriately through the chain of companies, external retro companies, and the International Retro Pool
- Manage the work which includes tracking and reporting on progress
- Document claims processes and procedures, indicating where any variation exists, either by country, system, or client
- Ensure that the company’s claims administration standards and time service requirements are applied to the handling of all business received
- Provide claims administration data for input to accounting records, valuation systems, and regulatory returns
- Ensure claims administration data is provided to retrocession clients, including International Retro Pool, in a timely and accurate manner
- Undertake client audits, assurance reviews, and visits, engaging with Internal Audit to ensure risks are handled/mitigated appropriately
- Seek feedback from other departments who interact with the claims administration team
If you would like to email your CV directly – please send it to
Package & RemunerationPlus Medical Aid and Provident Fund
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