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Insurance Consultant at Santam Insurance
Santam Insurance
September 27, 2026
Full-time
On-site
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 12
60 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
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 12
60 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