Posted on: 17 July 2024
ID 919345

Process Assistant: SLS: Sanlam Risk & Savings: Bellville

Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the three clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

What will you do?
  • Data capturing by issuing or declining New Business cases.
  • Ensure that New Business cases are issued as soon as possible after the proposal has been received.
  • Follow-up on outstanding information when necessary.
  • Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.
  • Ensure clients are satisfied and retained.
  • Willing to be multi-skilled to enhance skills and assist in other areas of the business.
Note

The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received.

What will make you successful in this role?

Qualifications
  • Grade 12
Experience
  • Data-capturing experience will be beneficial.
  • Experience in a target-driven and production environment will be beneficial
Knowledge
  • General life assurance knowledge will be beneficial.
Competencies
  • Communicates effectively
  • Administration orientation
  • Decision quality
  • Information gathering
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Customer focus
  • Collaborates
  • Team success
  • Drives results
  • Being resilient
  • Computer skills (able to type >28 words per minute)
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

Being resilient - Contributing dependently

Collaborates - Contributing dependently

Cultivates innovation - Contributing dependently

Customer focus - 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.

Closing date: 22/07/2024

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.
Occupation:
Finance jobs


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