Insurance Consultant

About the role

Join Santam’s Commercial Contact Centre in Cape Town as an Insurance Consultant. You will provide end‑to‑end service and support to intermediaries, helping them secure the right insurance solutions for their clients.

Key responsibilities

• Contribute to net profit and growth targets for the business.
• Deliver exceptional service that exceeds customer expectations through proactive and innovative solutions.
• Provide telephonic and email support to intermediaries, authorised brokerage representatives, and broker services.
• Analyse intermediary requests and prepare quotations to secure new business.
• Initiate outbound calls to discuss quotations and convert policies.
• Issue new business policies and resolve insurance queries within required timeframes and compliance standards.
• Manage client expectations regarding turnaround times for submitted requests.
• Adhere to underwriting criteria, regional requirements, and workforce‑management principles.
• Prioritise workflow to meet productivity, quality, and timeline standards.
• Cover for colleagues during busy periods or absences to ensure business continuity.

Required profile

• Demonstrated ability to meet profit and growth targets.
• Strong customer‑service orientation with a focus on proactive problem solving.
• Analytical mindset for assessing requests and preparing accurate quotations.
• Effective time‑management skills to handle multiple requests and meet deadlines.
• Team player who can step in for peers when needed.

Required skills