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.
Purpose of the role
The purpose of this role is to deliver value to Sanlam Corporate (SC) by ensuring exceptional client service and retention of Sanlam Corporate clients. The role develops and executes on an integrated client strategy for SC. The role also facilitates the engagements between the client and the different product lines to ensure customer satisfaction and retention. This may include communication of customer insights in order to increase the Share of the wallet and/or increase margin.
Key Responsibilities
- Development, integration and execution of a client service strategy, focussed on growing our market share
- Retention
- Regular engagements with stakeholders about SC value proposition and product offering in the evolving corporate landscape
- Ensure an excellent client experience that is synonymous with Sanlam client philosophy and company values
- Contribution to client reporting and dealing with client queries
- Attend and participate in client meetings, prepare and perform report back presentations/proposals/pitches etc.
- Keep abreast with trends and developments in the investment and EB industry
- Support our conversion strategy from standalone to umbrella
- Engage and leverage our group market development team and enhance union relations
- Managing and directing a cross functional team to execute on strategy
- Drive digital adoption and innovation initiative
- Managing departmental budgets
- Manage stakeholder relations
- Matric and relevant industry qualifications
- A minimum of 10 years client relationship experience in EB
- An in-depth knowledge of the EB environment
- Excellent understanding of the corporate environment
- Experience and knowledge regarding the Employee benefits industry
- Understanding of corporate and industry distribution channels and structures
- Strong presentation and communication skills
- A proven track record in exceptional client relationship management
- Managing complex discussions with clients
- Client focused
- Collaborates
- Cultivates innovation
- Drives results
- Be resilient
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
