Trainee Digital Distribution Specialist Needed at Santam Insurance 2021

What will you do?

This career opportunity is available at SHA Risk Specialists a division of Santam for a Trainee Digital Distribution Specialist, who will be based in Johannesburg, Illovo.

What will make you successful in this role?

Underwriting (Core)

• Quoting and dealing with queries from brokers on any referrals that arise out of the digital platform.
• Managing administrative processes and accounts issues arising out of the use of the system.
• Dealing with frequently asked questions.
• Providing guidance to users (brokers) on the use of the system.
• Building and managing profitable portfolios with the Pocket Underwriter system.

Marketing and sales

• Calling on brokers with a view to discussing the range of digital products available through SHA.
• Conducting presentations to brokers to deal with:
• The benefits of the range of digital products
• The differences between standard and digital products
• Driving sales through the Pocket Underwriter.

Events and Training

• Training of brokers on the use of Evolution and EVO PI on the Pocket Underwriter.
• Training of brokers on specialist covers

Digital Client Liaison

• Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility.
• Provision of telephonic backup and answering services to the digital distribution division.
• Manage broker queries on the usage of the Pocket Underwriter
• Handle credit control queries and errors
• Assist with the administrative process of moving risks into the digital platform
• Continuously monitor quality and accuracy of the documents and KIT records produced by the system
• Participating in ongoing system testing

Qualifications and Experience

• Matric
• Appropriate tertiary qualification.
• RE 5 & FAIS Compliant a preference.
• Minimum 3 years’ experience in the insurance industry.
• 1+ years of Underwriting experience or relevant cyber and professional liability experience.
• Added experience with Liability, D&O, and A&H will be beneficial but not totally necessary as training will be provided.

Knowledge and Skills

• Comfortable with social media
• Self-starting
• Strong sales and presentation skills
• Solid broker relationships
• Administrative Skills
• Attention to Detail
• Client Orientation
• Communication Skills
• Initiative
• Teamwork.

How To Apply
Interested and qualified candidates should:
Click Here To Apply

What’s your take on this? We believe this article was helpful, if yes, don’t hesitate to share this information with your friends on Facebook, Twitter, WhatsApp, and other Social Platforms.