Job Description
With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities.Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive.Take the next step in your career—apply now and be part of a company that’s shaping the future of insurance. This is Freedom!What will you do?The incumbent will be responsible for commercial lines above mandate authorizations.The incumbent will also be responsible for commercial lines transactional functions which includes broker appointments, cancellations, reinstatements, refund calculations etc. in support of the company's objectives regarding profit and growth. Coaching and upskilling of broker staff/system users.What will make you successful in this role?Manage allocated portfolio growth, retention, profitability, and any other business relevant factors and agreed growth planReporting on performance against agreed targetsIdentify and develop sales opportunities and retain existing businessEnsuring a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditionsEnsure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and availalble productsEstablish strategies to further grow the portfolio and contribute ideas, leadership and innovationUtilize technology to manage data and the performance of the portfolio under managementAnalyze data and regularly ensure that rating structures are aligned with products,underwriting criteria and risksIdentify and drive areas of service levels opportunities (review administration procedure in broker office)Engaging with underwriting, and finance teams etc.Serves as the primary contact for operations, systems, training, audits as well as liaison for resolving issuesEnsure alignment of quality standards and alignment of business processesEnsure brokers operate within agreed mandates and authorizationsComply with corporate governance policies, procedures and standardsIdentify and drive opportunities to improve and enhance product and service offeringsKeep abreast of market conditions and trends and relevant industry regulationsEnsuring credibility with brokers by maintaining detailed knowledge of current market conditions and competitor's productsResolve broker complaints and queries where necessary
Responsibilities + Skills
Education
Grade 12 or equivalentFAIS credits (150 NQF 4)RE5 and rep registration advantageousCommercial product training completed / RIA completed / policy center system training completedMinimum 5 years Commercial and Agri underwriting experience
Experience