Insurance Consultant

Date Posted: 23 July 2025
Location: Johannesburg (Hill on Empire, Parktown), Gauteng, South Africa
Company: Santam Group
Business Unit: Santam Operations – Commercial Portfolio Management

Role Overview:

Provide end-to-end telephonic and email support to brokers, handling policy queries, new business, amendments, renewals, and agri-policy-related administration. The role focuses on client service, policy retention, and process efficiency.

Key Responsibilities:

Handle broker requests and general insurance enquiries
Assist with new policies, maintenance, renewals, and agricultural policy aspects
Ensure resolution of insurance queries within required timeframes
Follow up on cancelled policies to retain business
Adjust premiums based on asset value changes
Manage client expectations and turnaround times
Comply with underwriting criteria and regional requirements
Recommend suitable products based on client needs
Provide backup during peak times or staff absences

Minimum Qualifications:

Matric / Grade 12 – Required
60 commercial lines FAIS credits – Required
Relevant insurance qualification (e.g. NQF Level 5) – Advantageous

Experience Required:

Minimum 3 years in short-term insurance (commercial lines and/or agricultural assets)
Strong understanding of policy administration and underwriting

Skills & Competencies:

Excellent verbal and written communication
Strong interpersonal and collaboration abilities
Attention to detail and compliance with regulations
Ability to optimize processes and conduct efficient administration
Proficiency in client service, adaptability, and taking initiative

Personal Attributes:

Client-focused with a strong service ethic
Effective team player
Situationally adaptable
Action-oriented

About Santam:

Santam is the market leader in Southern Africa’s general insurance sector, serving over 1 million policyholders, including major JSE-listed companies. The company promotes transformation, diversity, and inclusion, with opportunities for growth across Africa and Asia.

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Insurance Consultant