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Insurance Consultant x10 at Santam – Build a Career with South Africa’s Leading Insurer
insurance consultant jobs South Africa
Santam, a proudly South African brand and the market leader in general insurance across Southern Africa, is offering 10 exciting Insurance Consultant opportunities within its Commercial Contact Centre operations based in Bellville, Cape Town. This opportunity is ideal for experienced insurance professionals who are passionate about service excellence, relationship management, and long-term career growth within a respected financial services organisation.
For professionals actively searching for insurance consultant jobs South Africa, this role presents a unique opportunity to work in a high-performance environment that values integrity, innovation, and client-centric solutions.
About Santam – A Trusted Leader in Insurance
insurance consultant jobs South Africa
Santam is more than just an insurance company. It is a brand built on decades of trust, resilience, and continuous transformation. As the largest short-term insurer in Southern Africa, Santam operates across multiple markets in Africa and Asia, delivering reliable insurance solutions to individuals, businesses, and intermediaries.
Santam’s philosophy of “Insurance Good and Proper” is embedded in every interaction, decision, and service delivery process. Employees are empowered to act with professionalism, accountability, and a strong sense of purpose.
For candidates seeking insurance consultant jobs South Africa that offer stability, growth, and meaningful impact, Santam stands out as an employer of choice.
Role Overview: Insurance Consultant (Commercial Contact Centre)
The Insurance Consultant role within Santam Operations focuses on providing end-to-end service and technical support to intermediaries. This includes handling policy enquiries, issuing quotations, converting new business, managing renewals, and ensuring compliance with underwriting and regulatory requirements.
This role is not a call-centre sales position in the traditional sense. Instead, it is a professional advisory and service-driven role requiring deep product knowledge, relationship management skills, and strong commercial awareness.
Among insurance consultant jobs South Africa, this role is particularly attractive due to its exposure to commercial lines and intermediary engagement.
Other Opportunities
• Apply for bookkeeper st FlySafair
• Apply for cashier x10 at Clicks
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Location and Work Environment
The position is based in Bellville, Cape Town, within Santam’s Commercial Contact Centre. The environment is structured, professional, and performance-driven, with a strong focus on teamwork, productivity, and service excellence.
Consultants operate within defined compliance frameworks while being encouraged to think critically and proactively to solve problems for intermediaries and their clients.
What Does an Insurance Consultant Do at Santam?
The Insurance Consultant is responsible for managing the full insurance lifecycle for intermediaries, from quotation to policy maintenance and renewal. The role requires balancing service excellence with commercial outcomes, ensuring both client satisfaction and business growth.
Key Responsibilities and Duties
Driving Business Growth and Profitability
Insurance Consultants contribute directly to Santam’s net profit and growth targets by:
• Converting quotations into active policies
• Retaining existing business
• Supporting intermediaries with tailored insurance solutions
This commercial focus makes the role ideal for professionals looking for insurance consultant jobs South Africa with measurable impact.
Delivering Exceptional Intermediary Service
A core expectation of the role is to consistently deliver service that exceeds expectations. This includes:
• Providing accurate, timely, and professional telephonic and email support
• Acting as a trusted point of contact for authorised intermediaries
• Ensuring all interactions reflect Santam’s service values
Quotation Analysis and Policy Conversion
Consultants analyse requests from intermediaries and prepare quotations aligned with underwriting criteria. This includes:
• Assessing risk and suitability
• Presenting competitive quotations
• Initiating outbound calls to discuss and convert quotes
The ability to convert opportunities into active business is a key success factor in this role.
Policy Maintenance and Renewals
Insurance Consultants manage:
• New business issuance
• Policy amendments and endorsements
• Annual renewals
• Agricultural (Agri) policy aspects where applicable
These responsibilities require strong attention to detail and regulatory awareness, distinguishing this role from many other insurance consultant jobs South Africa.
Client Retention and Policy Cancellations
When policies are cancelled, consultants conduct follow-ups to understand the reasons and attempt to retain the business where possible. This involves:
• Professional negotiation
• Addressing concerns
• Offering alternative solutions
Insurance Queries and Compliance
Consultants handle a wide range of insurance-related queries while ensuring compliance with:
• Underwriting criteria
• Regional requirements
• FAIS legislation
• Internal Santam policies
Adhering to compliance is non-negotiable and central to Santam’s operating standards.
Managing Turnaround Times and Expectations
Consultants are responsible for managing intermediary expectations regarding turnaround times and service delivery. Clear communication and realistic timelines are essential.
Client Profiling and Product Suitability
The role involves profiling clients to ensure they are matched with the most suitable insurance products based on risk appetite and underwriting requirements.
Continuous Improvement and Process Optimisation
Insurance Consultants contribute to process improvement initiatives by:
• Identifying service gaps
• Suggesting innovative solutions
• Supporting operational enhancements
Workforce Management and Productivity
Consultants are expected to adhere to workforce management principles, ensuring optimal productivity while maintaining service quality. Personal workflow management is critical.
Qualifications and Experience Requirements
Minimum Educational Requirements
• Matric / Grade 12 (essential)
Professional and Regulatory Requirements
• 60 FAIS credits (Commercial Lines) – essential
• Minimum 3 years’ experience in Financial Services, specifically Short-Term Insurance (advantageous)
• Relevant insurance qualification (NQF Level 5) – advantageous
• Tertiary qualification – advantageous
These requirements ensure consultants are equipped to succeed in high-level insurance consultant jobs South Africa.
Knowledge and Skills Required
Communication and Interpersonal Skills
• Excellent verbal and written communication
• Ability to engage confidently with intermediaries and internal stakeholders
• Strong relationship-building skills
Administrative and Technical Skills
• Accurate and efficient administration
• Strong organisational ability
• Ability to optimise work processes
Adaptability and Professional Judgement
• Situational adaptability
• Sound judgement under pressure
• Ability to prioritise tasks effectively
Performance and Success Factors
Successful Insurance Consultants at Santam demonstrate:
• Consistent achievement of business targets
• High service quality scores
• Strong compliance adherence
• Continuous personal performance improvement
These attributes are essential for long-term success in insurance consultant jobs South Africa within a corporate environment.
Transformation and Inclusive Employment
Santam is deeply committed to transformation and employment equity. The company values diversity and actively seeks to create inclusive workplaces where different perspectives contribute to better outcomes.
Appointments will be made in line with Santam’s transformation objectives.
Why Choose Santam for Your Insurance Career?
Choosing Santam means joining an organisation that offers:
• Career stability in a regulated industry
• Ongoing professional development
• Exposure to commercial insurance portfolios
• Strong ethical and governance culture
• Opportunities for internal mobility and growth
For professionals evaluating insurance consultant jobs South Africa, Santam offers long-term value rather than short-term gains.
Career Growth Opportunities
Insurance Consultants can progress into roles such as:
• Senior Insurance Consultant
• Underwriting Specialist
• Broker Consultant
• Team Leader or Operations Manager
• Product or Technical Specialist
Experience gained in this role strengthens career prospects across the broader insurance industry.
Work Culture and Values
Santam promotes a culture of:
• Accountability
• Professionalism
• Collaboration
• Continuous learning
Employees are encouraged to take ownership of their development while contributing to team success.
Application Process
Interested candidates who meet the requirements should follow the steps below:
• Prepare an updated CV highlighting relevant short-term insurance experience
• Ensure FAIS credits and qualifications are clearly indicated
• Submit your application via Santam’s official recruitment platform
Please note:
• Only shortlisted candidates will be contacted
• Meeting FAIS and experience requirements is essential
• Applications that do not meet minimum criteria may not be considered
Other Opportunities
• Apply for bookkeeper st FlySafair
• Apply for cashier x10 at Clicks
Dailyspark is on Social media platforms for more updates, follow our WhatsApp channel
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