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

Qualification and Experience

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

WHAT WILL YOU DO?

This career opportunity is available in Broker Services: South for the role of Service Consultant who will be based in George.
The purpose of this position is to provide support to Relationship Managers and would be 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.

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 Relationship Manager reports including CRM
• Create client profiles for identified risks
• Assist in directing broker queries/escalation
• Provide admin support to the Relationship Managers as required for running of the portfolio

Qualification and Experience

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