Posted on: 14 June 2023
ID 862679

Agency Maintenance Consultant

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

What will you do?

Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.

What will make you successful in this role?

This role is focused on, but not limited to; servicing requests, including enquiries.
  • Providing telephonic/ email support to the Relationship Managers and Service Consultants, Finance business unit, Legal and compliance dept, IT, Access management and other business units in Santam
  • Dealing with intermediary specific enquiries;
  • Assisting to resolve all intermediary related queries within required timeframe and compliance requirements;
  • Undertaking follow-ups when documents are outstanding to enable completion of a query.
  • Managing client expectation on expected turnaround times for submitted requests;
  • Adhering to Legal and compliance criteria and Santam requirements;
  • Advising Relationship Managers and Service Consultants to ensure that the at the corrects documents are signed and submitted.
  • Assisting in implementing solutions for process improvement
  • Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
Qualifications
  • Matric/ Grade 12
  • Previous Agency Maintenance Experience will be an advantage
  • Minimum of 3 years experience in short term insurance
Skills and Knowledge
  • Santam system knowledge (Mainframe, PolicyCentre, JDE)
  • Excellent verbal and written communication skills in business language
  • Excellent interpersonal skills with internal colleagues and external stakeholders/clients in a hybrid way of work
  • Ensure adherence to quality, compliance and accreditation standards
  • Conduct efficient administration
  • Optimising work processes
Build a successful career with us

Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Occupation:
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