Service Consultant – Insurance Administration

About the role

SanlamAllianz Namibia is seeking a Service Consultant to manage the administration and client service of personal and commercial short‑term insurance policies. You will act as the primary point of contact for policy endorsements, renewals, and new business, ensuring accuracy and compliance throughout the process.

Key responsibilities

• Process policy amendments, quotations, renewals, and cancellations using insurer and CRM systems.
• Review policy documentation for accuracy, compliance, and alignment with underwriting requirements.
• Communicate policy changes, renewal terms, premium adjustments, and documentation to clients promptly.
• Follow up on outstanding premiums, unpaid debit orders, and policy cancellations while seeking retention opportunities.
• Provide professional support by resolving enquiries, complaints, and account‑related queries.
• Maintain accurate client records and audit trails through comprehensive CRM documentation.
• Liaise with insurers, brokers, finance teams, and other stakeholders to ensure efficient service delivery.
• Support monthly reporting and contribute to continuous process improvement initiatives.

Required profile

• School Leaving Certificate and Introductory Programme in Short‑Term Insurance (NQF Level 4).
• Minimum of 3 years’ experience in the short‑term insurance industry.
• Full proficiency in English; additional local language is an advantage.
• Strong interpersonal, communication, and relationship‑management abilities.
• High level of accuracy, attention to detail, and professionalism.

Required skills

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with CRM systems and policy administration processes.
• Sound knowledge of insurance policy wordings, underwriting principles, and insurer systems.