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Service Consultant (Walvis Bay, Erongo, NA) @ Sanlam Life Insurance Limited

NAOnsiteFull-time
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About this role

Who are we? SanlamAllianz Namibia is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, SanlamAllianz Namibia is increasingly introducing greater financial and technical expertise. What will you do? Responsible for administration and client service of Personal and Commercial lines policies. What will make you successful in this role? Manage policy endorsements, renewals, and new business transactions accurately and within agreed service standards Process policy amendments, quotations, renewals, and cancellations on insurer and CRM systems Review policy documentation to ensure accuracy, compliance, and alignment with client instructions and underwriting requirements Communicate policy changes, renewal terms, premium adjustments, and insurance documentation to clients in a timely manner Follow up on outstanding premiums, unpaid debit orders, and policy cancellations while seeking client retention opportunities Provide professional support to clients by resolving enquiries, complaints, and account-related queries effectively Maintain accurate client records and audit trails through comprehensive CRM documentation and file management Liaise with insurers, brokers, finance teams, and other stakeholders to ensure efficient policy administration and service delivery Ensure compliance with regulatory requirements, company policies, underwriting guidelines, and FIA standards Support monthly reporting requirements and contribute to continuous process and service improvement initiatives Assist with claims-related policy amendments, cover confirmations, and other administrative duties as required Deliver exceptional customer service by upholding the company's service values, client service charter, and brand standards Qualification and Experience School Leaving Certificate Introductory Programme in Short-Term Insurance (NQF Level 4) Minimum of 3 years' experience in the short-term insurance industry Knowledge and Skills Full proficiency in English (verbal and written); knowledge of an additional local Namibian language will be a competitive advantage Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Strong interpersonal, communication, and relationship management skills Ability to resolve client complaints, disputes, and conflicts professionally Sound knowledge of insurance policy wordings, underwriting principles, and insurer systems Proficient in CRM systems and policy administration processes Strong analytical, planning, and organisational skills High level of accuracy, attention to detail, and professionalism Customer-focused with a commitment to delivering excellent service and achieving results Ability to follow procedures, maintain compliance, and uphold organisational values Strong cross-functional awareness and stakeholder collaboration skills Ability to work effectively in diverse and multicultural environments Assertive, proactive, and able to prioritise competing demands Capable of working independently and performing effectively under pressure Personal Attributes Communicates effectively - Contributing dependently Decision quality - Contributing dependently Action orientated - Contributing dependently Optimises work processes - Contributing dependently Core Competencies Cultivates innovation - Contributing dependently Customer focus - Contributing dependently Drives results - Contributing dependently Collaborates - Contributing dependently Being resilient - Contributing dependently Build a successful career with us We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation SanlamAllianz Namibia 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 the key components to ensure a thriving and sustainable business in Namibia. SanlamAllianz Namibia Employment Equity plan and targets will be considered as part of the selection process.

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