Branch Administrator

What will you do?

PURPOSE OF THE ROLE

To provide various operational, administrative, and reporting activities across all channels to support theeffective and efficient working of the branches and advisors.

What will make you successful in this role?

• On boarding and administration of advisor/SAIs and new broker contracts:

Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIEchecks.

Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performancecontracts, supervision forms) and personal details for all new sales managers, BDs and advisors andensure these remain up to date.

Ensure all branch training registers are updated and filed on a monthly basis.

Complete adviser and manager termination forms accurately and submit them to Branch Manager forapproval.

• New Business Processing:

Capture and attach all new business applications on the relevant system.

Conduct affordability checks on all written policies, when required.

Check and provide an update on SSLP pending new business.

Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-offtimes.

Prepare and submit lodgements as per the required processes and timelines.

Identify and correct account-related rejections.

Scanning and indexing of paper-based applications.

• Policy Servicing

Ensure that client amendments are submitted and processed timeously and follow up for completion.

Assist branches and advisors with client related queries including, telephonic queries, client walk-insand claims escalations.

National support to outsourced brokers queries via email

• Retentions Reporting

Pull and analyse all required monthly and weekly reports and distribute, where required, to salesmanagers, branch managers and advisors

• Ad hoc administrative support

Support advisors, sales managers and branch managers with all required technological supportincluding, system application/access as well as resolving any technological errors or queries.

Support advisors with all required training requirements, including any Moodle related support as wellas the planning, organisation and execution of training meetings or events.

Ensure advisors receive commission statements, payslips (when requested) and that any othercommission or pay related issues are resolved.

Prepare the required data for advance commission payments/loans.

Manage the resolution of any facility related issues.

Support with the completion of any branch related legislative requirements, including the completion ofOHS surveys and Department of Labour Branch visits.

Qualifications

• Matric (Grade 12)
• Diploma or degree in related field will be advantageous

Knowledge and Experience

Knowledge

• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous
• Customer engagement principles

Experience

• 2 - 3 Years experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)

Conditions of Employment

• Clear criminal and credit check
• Smart phone
• Own transportation

Personal Attributes

Plans and aligns - Contributing dependently

Communicates effectively - 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 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.

Core Competencies

Being resilient - Contributing dependently

Customer focus - Contributing dependently

Collaborates - Contributing dependently

Cultivates innovation - Contributing dependently

Drives results - Contributing dependently

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.