Santam’s Intermediated Business’ division currently has an exciting opportunity available for a Commercial Underwriter (COE), who will be based within the Commercial Contact Centre. (Bellville)

Job
Work in this job family stream is concerned with managing commercial risk by providing specialist technical underwriting advice. COE is a highly technical role with strong client focus. The key focus is on underwriting new and existing business to maintain profitability while also creating a platform to aid the growth process.

Principal Accountabilities

• Effective underwriting of complex risks (new business, renewals, ad-hoc)
• Identifying re-insurance and appropriate action
• Effective screening actions
• Providing quality and correct feedback on high level technical queries
• Working within higher level mandates
• Ownership of non-standard commercial products
• Negotiating with internal and external clients
• Building and maintaining relationships at various levels within the organisation including CCC, Distribution and HO underwriting
• Strong retention (profitability and growth) focus

Qualifications and Experience

A minimum of 5 years underwriting experience within a short-term Commercial insurance industry required.

• Grade 12
• IISA professional membership (licentiate / associate)
• FAIS compliant: 120 credits on NQF level 5 (Commercial Lines)
• Proficiency in MS Word and Excel
• Santam Commercial product training (SMK’s)
• Regulatory Examination (RE)
• Extensive commercial short-term insurance knowledge• Risk Identification and Assessment programme (RIA)
• A good understanding of contact centre processes, SLA’s and commercial quoting tools.
• Meet the required mandates to fulfil the role as described (May require further formal assessment)

Skills

Good communication and negotiation skills
Strong client service orientation
Strong analytical skills
Ability to work under pressure
Strong sense of self-management
Strong relationship building and network skills (internal and external parties)

Competencies

– Delivering results and meeting client expectations
– Ability to cope with conflicting demands and to prioritise tasks
– Ability to influence
– Enterprising and commercial thinking
– Deciding and initiating action
– Relating and networking
– Analysing
– Applying expertise and technology
– Achieving personal work goals and objectives
– Continuous professional development
– Researching
– Planning and organising
– Writing and reporting
– Following instructions and procedures

About the Company

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and while 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 centered on our delivery of insurance good and proper. We’re about people. People drive our business, so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees. 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.

To  Apply for the Vacancy

Internal applicants only

Please send your CV, Matric Certificate, and all other qualification

certificates to recruitmentsmangele@santam.co.za with subject line:

CoE Commercial Underwriter.

Ensure your application specifies the following:

• Total years of commercial underwriting experience
• Years of commercial underwriting experience at Santam
• Total years of service at Santam

Closing Date

Santam is an authorised financial services provider (licence number 3416).

Vacancy Details

The ideal candidate should be an assertive, deadline orientated individual with strong administration and good interpersonal skills.

Requirements

Matric; minimum 5 years’ experience in the Short-term Insurance sector; computer literacy (MS Word, Outlook and Excel); must be FAIS qualified with Regulatory Exam completed.

Responsibilities and duties will include but are not limited to:
– Quotations
– Issuing of new business
– Processing policy endorsements
– Monthly / Annual renewal processes

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.

Vacancy Details

Remgro Management Services Ltd is a category 1 FSP, offering a position to a representative with experience in money market instruments, deposits and derivative instruments to facilitate various companies’ cash needs according to their individual mandates. Other duties include assisting with FICA reviews and distribution of market data on a daily / monthly basis by using CapIQ.

Requirements

The role entail working 5 hours in the morning and is not a full day position. The successful candidate must have passed the Regulatory Exam for Representatives (RE5), have at least three years’ experience and is registered with the FSCA to work with the following products:

Structured deposits, Money market instruments, Debentures and securitised debts, Bonds, Derivative instruments, long-term deposits, and Short-term deposits (for Advice non-automated and intermediary – other)

Join Our Dynamic Team as a Key Individual with a Category 2 License (Bonds, Shares and Crypto).

Are you a driven and experienced financial professional with a Category 2 License specializing in bonds, shares and crypto? Do you have a passion for guiding investment strategies and ensuring compliance within a fast-paced environment? If so, we invite you to be part of our innovative and growing team.

Key Responsibilities:

• Oversee and manage investment portfolios, ensuring compliance with regulatory requirements.
• Develop and implement effective investment strategies focusing on bonds and shares.
• Conduct thorough market analysis to identify investment opportunities.
• Provide leadership and guidance to a team of financial advisors.
• Ensure all client interactions and transactions meet the highest standards of ethical conduct.
• Maintain up-to-date knowledge of industry trends and regulatory changes.

Requirements:

• Valid Category 2 License with demonstrable expertise in bonds, shares and crypto.
• Proven experience in a similar role within the financial services industry.
• Strong understanding of investment strategies and market analysis.
• Excellent leadership and communication skills.
• High level of integrity and commitment to ethical standards.
• Ability to thrive in a fast-paced and dynamic environment.

What We Offer:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package.
• Opportunities for professional development and career growth.
• A supportive and collaborative work environment.
• The chance to work with a team of dedicated and passionate professionals.

How to Apply:

If you meet the above requirements and are ready to take your career to the next level, we would love to hear from you. Please send your resume and a cover letter detailing your experience and why you are the perfect fit for this role. Click on the button below to apply.

Vacancy Details

Supertech Financial Services is a short term insurance provider. We are searching for a Commercial Underwriter to join our dynamic team.

Candidates applying for the position must be able to provide accurate and detailed underwriting of commercial insurance applications, assess risk factors and determine appropriate coverage and pricing, provide expert advice to clients to help them understand their insurance needs and ensure customer satisfaction by promptly addressing enquiries and resolving problems.

Requirements

Minimum requirements are a proven industry experience.

Excellent communication and strong administrative skills

RE5 qualification

Industry quoting software experience

Vacancy Details

A highly competent full time Commercial and Personal Lines Claims Administrator is required by a well-established short term insurance brokerage based in Newlands, Cape Town to start immediately.

Requirements

A minimum of 10 years’ experience is essential in dealing with all the short-term insurers.

Computer literacy and competency in the use of Excel and an excellent command of the English language, both verbal and written is necessary.

Accuracy, attention to detail, the ability to think laterally, and interpersonal skills will be required to succeed with this application.

NQF Level 4 qualifications are a prerequisite, or alternatively extensive experience in the industry.

A negotiable salary is offered to the successful candidate. Own transport is essential due to the location .

Please submit your CV to intellibrokers@worldonline.co.za 

If you have not received a response within 2 weeks, please regard your application as unsuccessful.

WHO WE ARE?

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.

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

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.

QUALIFICATIONS AND EXPERIENCE

• Matric/ Grade 12

• 60 commercial lines FAIS credits

• A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous

• Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry

• Minimum of 3 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

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.

Build a Successful Career with Us!!

Empower your growth, enjoy flexibility, maximize your earnings, and thrive with a supportive, entrepreneurial environment.

We offer numerous growth and development opportunities within our diverse business units. Join us to build strong, lasting relationships and realize your potential.

Key Responsibilities:

• Provide professional financial advice and planning to new clients.
•  Procure and maintain high-quality, sustainable business.
• Build long-term client relationships, fostering loyalty to the

Morebo brand.

Operate in a compliant and ethical manner to enhance the Morebo Group’s reputation.

• Grow the Morebo Adviser Business
• Commit to marketing plans and targets to grow the business.
• Understand market segmentation and customer profiles to support sales.
• Focus on revenue generation and activity quotas.
• Conduct thorough fact-finding and financial needs analyses for clients.
• Provide sound financial planning advice and present solutions professionally.
• Ensure all interactions are compliant and aligned with Treating Customers Fairly principles
• Networking and Lead Generation:
• Engage in face-to-face interactions and leverage social and business networks to create opportunities.
• Convert trusted relationships into business prospects.
• Use various channels to establish opportunities across Morebo businesses.

Client Service:

• Maintain ethical, courteous, and professional client interactions.
• Provide excellent, value-added service to retain clients.
• Continuously update your knowledge and skills to serve clients effectively.
• Monitoring and Reporting:
• Document and report on client interactions, business issued, and revenue against targets.
• Keep client records updated and manage workflows efficiently.

Qualifications and Experience:

Matric
Bachelor’s degree in finance or related field will be advantageous
RE 5
Minimum of 2 to 3 years of experience as a Financial Advisor
Proven track record of meeting and exceeding sales targets.
Strong knowledge of financial planning, investment products, and market trends.

Personal Attributes:

Effective communication

Tech-savvy

Action-oriented

Interpersonal savvy

Persuasive

Mandatory:

Clear criminal and ITC records.

Own vehicle

Valid driver’s license

Laptop and mobile phone

Vacancy Details

A bright, highly capable, organised, hardworking and adept full time Broker Support Administrator is required by a professional short term insurance brokerage based in Newlands, Cape Town.

Requirements

A minimum of 10 years recent experience as a short-term insurance broker in a small office with the ability to multi-task.

Extensive knowledge in at least two of the following three areas:

• Commercial insurance
• Personal insurance
• Claims management

Computer literacy and competency in the use of Excel is essential, as is an excellent command of the English language, both verbal and written.

Accuracy, attention to detail, the ability to think laterally, and interpersonal skills will be required to succeed with this application.

Qualifications above NQF Level 5 are a prerequisite, or alternatively extensive experience in the industry as a short-term insurance broker.

A highly negotiable salary is offered to the successful candidate. Own transport is essential due to the location of the office.  This is not a position entailing remote work.

 

Please submit your CV together with a short letter of application to intellibrokers@worldonline.co.za

If you have not received a response within 2 weeks, please regard your application as unsuccessful.

The ideal candidate should be an experienced, assertive individual with strong administration abilities and good interpersonal skills.

Requirements:

• Matric;
• Minimum 10 years’ experience in Commercial and Personal claims;
• Must be FAIS qualified in both commercial and personal lines;
• Must have already successfully completed the necessary Regulatory Exams.

Responsibilities and duties will include but are not limited to:

• Personal and Commercial Claims
• Appointing of Assessors
• Managing effective diary system
• Authorizing repairs/replacements
• Liaising with clients/relevant service providers
• Candidate must be able to communicate effectively via telephone, manage daily claims environment pressure and meet strict deadlines
• Own transport preferable

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.