The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
What will you do?
The Sanlam Live and Savings cluster is responsible for Sanlams retail business in South Africa. This cluster provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
As we Live in Confidence we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
What will make you successful in this role?
Job Purpose
- Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.
- You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customers expectations, particularly in terms of quality and time-lines in compliance with the companys standards.
You will be tasked to effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries on the events and activities indicated not limited to the ones below:
- Change clients personal details and intermediary code.
- Register third party.
- Administer Mail Delivery Failures and Direct Scan Failures.
- Create new client record.
- Provide Tax/Contribution Certificate.
- Request quote or value.
- Request paid up quote/value.
- Direct clients with enquiries to other Departments.
- Request document or form.
- Receive and administer incomplete correspondence.
- Resend Interactive Voice Response Document due to Failure.
Role Requirements:
- Matric/Grade 12.
- Relevant business degree/diploma from a well-recognised institution will be an advantage.
- Policy services administration experience within a financial company is highly recommended.
- Call Centre experience will be to your advantage.
- Ability to communicate fluently in English and Afrikaans is a requirement.
- Must have passion for customer services
- Strong written and verbal communication skills
- Aptitude to identify and solve problems
- Capacity to manage information
- Very good Interpersonal skills
- You must have Integrity and hold respect for others
- Computer literate
Customer Service
Team Support
Administration
Quality, compliance and accreditation
Personal Attributes
Communicates effectively - Contributing dependently
Decision quality - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
Build a successful career with us
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 five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently
Drives results - Contributing dependently
Turnaround time
Should you not hear from us 4 weeks after the closing date (22 September 2024), please assume that your application has been unsuccessful.
Appointments will be made in line with the companys transformation plan.
Please take note that the position is based at Sanlam Head Office in Bellville.
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
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
