The Client Service Consultant: Life Investments will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing excellent client services to internal and external parties.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant: Life Investments:
- Ensuring all prescribed documents has been received before issuing/adjusting policies or policy records.
- The verification and accurate record keeping of all client instructions through service-related tasks via the administration system and workflow system
- Communicate business and or regulatory requirements clearly and accurately to the intermediary and other role-players to ensure accurate, efficient processing of transactions and following up on outstanding information.
- The ability to understand and apply the Glacier solution set to the daily outputs required.
- Handling of telephonic / e-mail enquiries from all stakeholders (clients, intermediaries, sales support staff).
- Receiving and completion of re-issue requests/cancellations
- Investigation and resolution of service-related complaints
- Build and establish effective relationships with internal teams to enhance organisational effectiveness and efficiency
- To play a key role in the stewardship of positive client relationships and the retention of clients
- Active participation in the businesss continuous improvement by identifying and proposing solutions to process and service-related failures.
- Matric / Grade 12 (Essential)
- Relevant tertiary qualification (Advantageous)
- Life Investment (Legacy and Epsilon) experience
- New Business products, processes, rules and policy records of Legacy Savings & Investments
- Multilingual (Advantageous)
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Attention to Detail
- Adaptability
- Ownership
- Strong verbal and written communication skills (English and Afrikaans)
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to work under pressure
- Ability to co-operate and thrive both within an independent and team environment
Were 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 four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, 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
Glacier is committed to excellence and striving towards Employment Equity.
