Insurance Consultant – Commercial Portfolio Management

About the role

The Insurance Consultant will be based in Johannesburg and will provide end‑to‑end service and support to brokers within Santam Operations Commercial Portfolio Management. The role focuses on handling broker enquiries, policy administration and ensuring compliance with underwriting criteria.

Key responsibilities

• Service broker requests via telephone and email, handling general and policy‑specific enquiries.
• Issue new policies, maintain existing policies, process renewals and manage agricultural aspects of policies.
• Resolve insurance queries within required timeframes and compliance standards.
• Conduct client follow‑ups on cancelled policies to understand reasons and attempt retention.
• Adjust premiums in line with updated asset values.
• Manage client expectations regarding turnaround times for submitted requests.
• Adhere to underwriting criteria and regional requirements.
• Assist brokers in selecting the most suitable product and underwriting criteria.
• Stand in for absent consultants during busy periods.

Required profile

• Matric/Grade 12 qualification.
• 60 commercial lines FAIS credits.
• Relevant insurance qualification (e.g., NQF Level 5) – advantageous.
• Proven experience in commercial and agricultural policy administration and underwriting within short‑term insurance.
• Minimum of 2 years’ experience in short‑term insurance commercial lines and/or agri assets.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and ability to collaborate with internal and external stakeholders.
• Customer‑service orientation, team support, adaptability and action‑oriented mindset.