Quality and Risk Consultant position is available on a full time basis. This role is positioned within Santam Tied Agency Distribution, operating within the Sanlam Distribution Channel to be based in Bellville.
What will you do?
The objective of the role is to mitigate risk which stems from the quality of advice, increase production and to upskill the existing advisors with Commercial Lines Product accreditation The role focuses primarily on coaching, vesting and developing Sanlam STi advisors
What will make you successful in this role?
Implement targeted risk management strategies
Active upskilling and coaching of Sanlam Tied Agents
Coaching and supervision of Sanlam advisors - Commercial Lines
Facilitating and co ordinating "work sessions"
Being able to explain complex underwriting principles and decisions to Sanlam Advisors
Joint visits, Field Visits with Sanlam Advisors
Responsible for monthly compliance monitoring
Business - to achieve compliance targets set and implement actionable plans to improve
Monthly Audits on all new commercial business identifying and addressing risks.
Liaising with Santam commercial hub and underwriting
Qualifications and Experience
Completed RE 5
Relevant Short-Term Insurance qualification/s - NQF 4 level
Minimum 5 years Commercial product and underwriting experience
Agri product and underwriting experience is beneficial
Knowledge
All relevant Santam systems i.e Mainframe, Policy centre
Relevant regulatory legislation and compliance knowledge (FAIS accredited)
Ability to upsell and identify growth opportunities.
Financial Services Product Knowledge (Santam, Niche and competitors)
Policy admin and claims knowledge.
Personal Attributes
Energetic and positive
Inherent aptitude for people with the ability to motivate, build, retain and vest a team
Determined and goal orientated
Aptitude for production/ sales focused
Structured and good planning abilities (task orientated)
Socially confident and skilled to communicate well with staff and clients alike
Management skills to manage/coach staff
Analyse new business trends
* Attention to detail.
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