Service Consultant

Job Description

What will you do?
A position has become available for a Service Consultant who will be based in the Broker Services North, region at the Menlyn office.

The purpose of this position is to provide support to the Relationship Managers and is responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.
Principal Accountabilities

  • Prepare basic reports and statistics based on risk analysis.
  • Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions
  • Address unusual and non-standard customer issues including underwriting and commercial related queries.
  • Task related decision making within set policies and procedures
  • Research to assist in addressing non-standard underwriting issues
  • Update RM reports

Responsibilities + Skills

Familiar with Excel, Word (basic), Qlikview, Intranet and InternetUnderstanding and knowledge of Santam processUnderstanding of all relevant customer support systems and processes related to all products


Grade 12FAIS compliance (60 credits Commercial Lines and 30 credits Personal Lines) preferredRE 1


At least 2 years within the short term insurance industry essentialAt least 1 year Commercial Lines experienceProven MS Excel experience essential

Job Summary

  • Published on: Wednesday, 13th November 2019
  • Designation: Service Consultant
  • industry: Finance
  • Vacancy:
  • Employment Status: Full-time
  • Job Location: cape town
  • Salary: on a call
  • Gender:
  • Application Deadline: Wednesday, 13th November 2019

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website:
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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