Service Consultant

About SanlamAllianz Namibia

SanlamAllianz Namibia stands as a prominent financial institution specializing in Individual Life Insurance, Group Life Insurance, Unit Trusts, and Asset Management. Committed to establishing itself as a fully-fledged Namibian insurer, the company is expanding its financial and technical workforce.

Role Overview

The Service Consultant will handle administration and client services for both Personal and Commercial insurance policies, ensuring timely and accurate processing of policy-related transactions while maintaining compliance with industry and company standards.

Key Responsibilities

• Manage policy endorsements, renewals, and new business orders within agreed service timelines.
• Process amendments, quotes, renewals, and cancellations using insurer and CRM systems accurately.
• Review policy documents for accuracy, adherence to client instructions, and underwriting compliance.
• Communicate updates on policy changes, renewal conditions, premium adjustments, and provide relevant insurance documentation to clients promptly.
• Monitor outstanding premiums, unpaid debit orders, and cancellations, actively seeking opportunities to retain clients.
• Provide professional resolutions to client inquiries, complaints, and account-related issues.
• Maintain comprehensive client records and audit trails through detailed CRM documentation and file management.
• Coordinate with insurers, brokers, finance departments, and other stakeholders to facilitate efficient policy administration and service delivery.
• Ensure compliance with regulatory standards, company policies, underwriting guidelines, and Financial Institutions Act (FIA) requirements.
• Assist in monthly reporting and participate in continuous improvements of processes and services.
• Support claims-related policy updates, cover confirmations, and related administrative tasks.
• Uphold the company's commitment to excellent customer service by adhering to service values, client service charters, and brand standards.

Qualifications & Experience

• Completion of School Leaving Certificate.
• Introductory Programme in Short-Term Insurance at NQF Level 4.
• Minimum of three years' experience in the short-term insurance sector.

Skills & Competencies

• Fluent English communication skills, both spoken and written; knowledge of an additional Namibian local language is advantageous.
• Proficient in Microsoft Office applications including Word, Excel, and PowerPoint.
• Strong interpersonal communication and relationship management abilities.
• Capability to professionally address client complaints, disputes, and conflicts.
• Good understanding of insurance policy language, underwriting principles, and insurer systems.
• Familiarity with CRM systems and policy administration workflows.
• Strong analytical thinking, planning, and organizational skills with high accuracy and attention to detail.
• Customer-oriented mindset with a dedication to delivering quality service and achieving results.
• Ability to follow established procedures, maintain regulatory compliance, and embody company values.
• Excellent collaboration skills across functions and stakeholders.
• Ability to work effectively in diverse and multicultural environments.
• Proactive, assertive, and skilled in managing competing priorities.
• Capacity to work independently under pressure and possess professionalism.

Personal Attributes

• Effective communication and dependable contribution.
• Ability to make quality decisions within the team context.
• Action-oriented with a focus on achieving objectives.
• Optimizes work processes for efficiency.

Core Competencies

• Encourages innovation.
• Customer-centric approach.
• Result-driven attitude.
• Collaboration and teamwork.
• Resilience in facing challenges.

Additional Information

SanlamAllianz Namibia is devoted to fostering transformation, diversity, inclusivity, and equity within its workplace to ensure sustainable growth. Employment equity plans and goals will be considered throughout the recruitment process. The shortlisting will commence after the application deadline, with duration dependent on candidate progression and management availability.