Service Consultant

at  Sanlam

About the Company
Santam is the market leader in the general insurance industry in South 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.
Career Opportunity
A position has become available for a Service Consultant who will be based in the Broker Services South Region at the Durban office.

JOB DESCRIPTION

The purpose of this position is to provide support to the Relationship Managers and is responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.

QUALIFICATIONS AND EXPERIENCE

• Grade 12
• FAIS compliance (120 credits) preferred
• RE 5
• At least 2 years within the short term insurance industry essential
• At least 1 year Commercial Lines experience
• Proven MS Excel experience essential

KNOWLEDGE AND SKILLS

• Familiar with Excel, Word (basic), Qlikview, Intranet and Internet
• Understanding and knowledge of Santam process
• Understanding of all relevant customer support systems and processes related to all products

COMPETENCIES

• Analytical thinking
• Information seeking
• Drive for results
• Flexibility
• Initiative
• Emotional self-control
• Customer service orientation
• Self-confidence
• Teamwork and cooperation
  A position has become available for a Service Consultant who will be based in the Broker Services South Region at the Durban office.

JOB DESCRIPTION

The purpose of this position is to provide support to the Relationship Managers and is responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.

QUALIFICATIONS AND EXPERIENCE

• Grade 12
• FAIS compliance (120 credits) preferred
• RE 5
• At least 2 years within the short term insurance industry essential
• At least 1 year Commercial Lines experience
• Proven MS Excel experience essential

KNOWLEDGE AND SKILLS

• Familiar with Excel, Word (basic), Qlikview, Intranet and Internet
• Understanding and knowledge of Santam process
• Understanding of all relevant customer support systems and processes related to all products

COMPETENCIES

• Analytical thinking
• Information seeking
• Drive for results
• Flexibility
• Initiative
• Emotional self-control
• Customer service orientation
• Self-confidence
• Teamwork and cooperation

PRINCIPAL ACCOUNTABILITIES

• Prepare basic reports and statistics based on risk analysis.
• Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions
• Address unusual and non-standard customer issues including underwriting and commercial related queries.
• Task related decision making within set policies and procedures
• Research to assist in addressing non-standard underwriting issues
• Update RM reports
• Create client profiles for identified risks

PRINCIPAL ACCOUNTABILITIES

• Prepare basic reports and statistics based on risk analysis.
• Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions
• Address unusual and non-standard customer issues including underwriting and commercial related queries.
• Task related decision making within set policies and procedures
• Research to assist in addressing non-standard underwriting issues
• Update RM reports
• Create client profiles for identified risks