Insurance Consultant

Sanlam Egoli, Igauteng, ZA

Published 2026-02-04

Description

What will you do?
Santam Operations, Commercial Portfolio Management has a career opportunities available for Insurance Consultants base in Johannesburg Hill On Empire, Parktown. The insurance consultant role is focused on providing an end-to-end service and support to brokers.  What does Insurance Consultant do?This role is focused on, but not limited to; servicing broker requests, including enquiries. Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services; Dealing with general insurance and policy specific enquiries; Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies; Assisting to resolve all insurance queries within required timeframe and compliance requirements; Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books; Undertaking to adjust premiums in line with new asset values; Managing client expectation on expected turnaround times for submitted requests; Adhering to underwriting criteria and regional requirements; Assist with profiling the client with the best suitable product and underwriting criteria; Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product; Assisting in implementing solutions for improvement; and Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
Qualification and Experience Matric/ Grade 1260 commercial lines FAIS credits A relevant insurance related qualification (e.g. NQF lev 5) would be advantageous Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry Minimum of 2 years' experience in short term insurance commercial lines and/or Agri assets
Knowledge and Skills Excellent verbal and written communication skills Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients Ensure adherence to quality, compliance and accreditation standards Conduct efficient administration Optimising work processes
Personal Attributes Customer Service Team Support Communicates effectively Situational Adaptability Action Oriented
Our commitment to transformation

Location

Egoli
Igauteng
South Africa
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Attributes

Job type Full time
Contract type Permanent
Salary type Monthly
Occupation Insurance consultant
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Sanlam
Sanlam
796 active jobs
Registered 2023-06-01
South Africa

This is the official LinkedIn page for the Sanlam group. For nearly 100 years, we have helped individuals and institutions grow and protect their wealth. We are one of the largest established financial services group in South Africa with businesses elsewhere in Africa, Europe, India and Asia. We provide professional financial advice and financial products to individuals, businesses and institutions.
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