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.
Key responsibilities
- Handling of enquiries from clients in person, over the phone and online.
- Work within designated timelines to provide superior customer service.
- Answering both general and specific customer question about the annuity products and services.
- Processing client requests on the administration system.
- Investigate and resolve identified discrepancies or issues effectively to contribute towards excellent client service. This will require continuous interaction across various business units.
- Creating and maintaining client records.
- Processing accounting requests.
- Validating and maintaining data accuracy.
- Reporting to Sanlam Corporate clients as per the administration service offering.
- Minimum 2 years EB industry experience
- Minimum 2 years MIP system experience would be advantageous
- Related tertiary qualification would be advantageous
- Good Excel skills.
- Good written and verbal communication skills
- Basic computer skills
- Retirement Fund knowledge would be advantageous
- Client focused, continuous awareness to meet and exceed client expectations and requirements
- Great interpersonal skills
- Analytical mind set with the ability to analyse data to identify trends and potential issues
- Attention to detail and the ability to package information in a simple and understandable format
- Ability to handle various data sources, to accurately consolidate data.
- Ability to work across business units (operational as well as client facing teams) to support collaboration and ensure consistent and accurate data quality
- Good organisational and effective time management skills
- Ability to work under pressure and meet deadlines
- Self-motivated with a strong focus on delivery
- Ability to multitask effectively and adapt to changing priorities
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
