Call Centre Agent

at Sanlam
Location Cape Town, South Africa
Date Posted Sep 17, 2020
Category Administration Jobs
Job Type Full-time


Responsibilities include:

  • To provide quotations on  new business
  • To provide quotations on amendment requests to new business
  • To handle enquiries and provide quotations through a telephony channel
  • To discuss and accept risks (policies) based on quotations provided
  • To adhere to the underwriting criteria and CRM processes
  • To oversee the quotation process of our Commercial Business which includes issuance of new policies and handling amendments on existing quotes
  • To segment and distribute quotation requests through a CRM Channel
What will make you successful in this role?

Qualifications and experience

  • Grade 12 (Matric)
  • Relevant insurance qualification will be an advantage
  • Minimum 2 years’ experience in a short term insurance commercial lines will be an advantage
  • 60 FAIS credits (commercial lines) - recommended
  • Experience in Commercial Sales Policy Administration and Underwriting will be an advantage



  • Excellent verbal and written communication skills
  • Bilingual (English and Afrikaans)
  • Negotiation skills
  • Strong analytical ability and detail orientation skill
  • Computer proficiency (MS office package)
Personal Attributes
Communicates effectively - Contributing independently
Action orientated - Contributing independently
Situational adaptability - Contributing independently
Optimises work processes - Contributing independently
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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
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