Sanlam

Contact Hr Manager before you apply:066-345-3411/065-618-3637.
Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.

What will you do?

The Support Assistant: HPC is primarily responsible for the processing of all new business applications; follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible. The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.

The Support Assistant will also have secondary responsibilities as required.
• New Business Processing
• Prepare final quotations
• Prepare and finalise financial needs analysis using correct information supplied by advisers.
• Ensure new business application forms are completed accurately and processed correctly
• Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
• Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
• Process applications as and when required according to Sanlam rules
• Customer Services
• Ensure the accurate production of all customer portfolio review documentation and reports.
• Regularly update and maintain customer, insurance and investment information in the customer management system.
• Implementation of all switches or repurchases, including all fund manager follow-ups.
• Co-ordination of all claims correspondence and life office follow-up of claims progress.
• Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
• Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.
• Contribute towards the maintenance of existing customer relationships with the company
• Outstanding premiums/lapse management
• Draw outstanding premium list weekly.
• Case tracking
• Create and manage daily unissued reports
• Client and adviser follow ups for missing information/documents
• Booking medicals
• Liaising and relaying information with Sanlam HQ and responsible parties

What will make you successful in this role?

Qualification And Experience
• Matric
• Minimum 2 years’ experience in a similar environment

Knowledge And Skills
• MS: Office (Excel, Word, PP); Outlook;
• Knowledge of Sanfin and Sanport
• Service and customer orientated
• Natural relationship builder
• Pro-active and energetic
• Goal and target motivated
• Socially confident and skilled to communicate well

Personal Qualities
• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Business Insight
• Optimizes Work Processes
• Decision Quality
• Treating Customers Fairly

Build a successful career with us

We’re 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.

Turnaround Time

Applications for this position close on 23 July 2021. 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.
For inquiries call:066-345-3411/065-618-3637.