QUALIFICATION AND EXPERIENCE

• Matric/ Grade 12
• Experience in engagement with key business and external partners across all levels (including senior levels) on behalf of the line manager / Senior BDM
• Minimum 2-3 years’ experience in project management and business reporting, including: extracting and verifying data from different sources, drafting and delivering reports to Management while adhering to strict deadlines as well as summarizing insights, results, and findings.

KNOWLEDGE

• Computer literate (Advanced Excel, Word, PowerPoint, Sharepoint and One Drive).
• Project and/or process management skills.
• Knowledge of the Short-Term Insurance products and services and policies (advantageous).
• Knowledge of workflow system would be beneficial.

SKILLS

• Strong co-ordination, organisational and planning skills
• Excellent interpersonal, communication and networking skills
• Results orientated, pro-active and deadline driven
• High stress tolerance: Ability to operate under pressure
• Strong quality and client service orientation
• Self directed and motivated
• Sound analysis skills
• Professionalism, excellent judgement, use of discretion, prioritisation and problem-solving abilities
• Ability to work and make decisions independently

THE ROLE

Santam Direct has an opportunity for a Sales Support Consultant to join their Business Development team.

WHAT WILL YOU DO?

The incumbent will play a key role in supporting the Sales Team, Senior Business Development Manager and Operations Manager in Santam Direct.

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

1. Sales support

• Project management of marketing campaigns, progress tracking and escalation on delays.
• Milestone communication to all internal and external stakeholders.
• Offer administration and business support in facilitating the completion of requests within published service level agreements.
• Co-ordinate and manage work group discussions/ meetings required in business development.
• Co-ordinate and facilitate marketing & branding requests from Advisers & Business Development Consultants.
• Responsible for internal project related communications and stakeholder management.
• Offer support to Business Development team regarding referral partner onboarding process.

Secondary responsibilities include, but not limited to:

• Administration support to Senior Management.
• Diary management of Senior Management team by scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.
• Back-up support Admin Coordinator as and when required.

1. Travel Co-ordination:

• Co-ordinate travel arrangements of Business Development team.
• Ensure adherence to Santam group travel and procurement policies.