Client Care Representative: Intermediate

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time
Who are we?
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 Retail Affluent (SRA) cluster is responsible for Sanlam's retail business in South Africa.

SPF 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 a company 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?

Output/Core Tasks:

  • Process fund exit and related correspondence requests received via various channels.
  • Focus mainly on the following events (Primary events)
  • Fund maturities and retirements (full proceeds)
  • Fund terminations
  • Request Fund quotes
  • Process requests within the appropriate SLA's and LAD.
  • Servicing of client's policy needs and requirements.
  • Immediate resolution of service requests in a quality manner to ensure client satisfaction.
  • Communicates completion of cases to clients/funds/management by telephone or in writing.
  • Handles requests for urgent call backs to clients when required.
  • Communicates completion of cases to clients/management by telephone and/or in writing

Role Requirements:

Qualifications:

  • Matric/Grade 1
  • Relevant business degree/diploma from a wellrecognised institution will be an advantage.

Knowledge and Experience:

  • A Minimum of 2 years' experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
  • Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective

Competencies:

  • Client Service orientation
  • Decision making and problemsolving skills
  • Interpretation and reasoning skills
  • Analytical abilities
  • Interpersonal sensitivity
  • Ability to work under pressure
  • Good communication skills in English
Knowledge and Skills 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
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.

Core Competencies Cultivates innovation - Contributing dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Being resilient - Contributing dependently Drives results - Contributing dependently Turnaround time
Appointments will be made in line with the company's transformation plan.
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.

  • Client Care Representative: Intermediate Skill Set

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Client Care Representative: Intermediate for Skill

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Client Care Representative: Intermediate Funds

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Ccc: Client Care Representative: Call

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Ccc: Client Care Representative: General

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Ccc: Client Care Representative: General

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Support Specialist Ss5 and Ss6

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Client Care Assistant: Main Reception

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    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...

  • Client Care Assistant: Main Reception

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    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...

  • Palliative Care Professional Nurse

    2 weeks ago

    Bellville, Western Cape, South Africa Tygerberg Hospice Full time

    Role summary:To provide compassionate and professional palliative nursing care to patients and their families as a part of the inter-disciplinary care team. Inform stakeholders of palliative care arrangements within the community-based service platform. Establish effective care pathways and linkage throughout the care continuum. Ensure effective management...

  • Client Service Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    The overall purpose of the roleThe incumbent is responsible for providing excellent client services to a portfolio of clients by efficiently managing human capital queries, any claims and all other medical scheme, gap and medical insurance related queries. Key ResponsibilitiesProvide an effective and efficient administrative channel between clients and...

  • Intermediate Automation Tester

    2 weeks ago

    Bellville, Western Cape, South Africa Santam Full time

    CAREER OPPORTUNITYSantam has a position available in Belville (Cape Town) in our BITS (Business Information Technology Services) unit for an Intermediate Automation Tester reporting to the Test Manager.Analyses and develops the proper automation test coverage with the assigned development team.Responsible for Selenium Creating Test Cases,Java or Other...

  • Specialist Ss8

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?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...

  • Specialised Health Care Coach

    2 weeks ago

    Bellville, Western Cape, South Africa Health Solutions Full time

    IntroductionMomentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a...

  • Client Support Specialist

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    About Sanlam CorporateOur vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...

  • Client Service Administrator: Disabilities

    2 weeks ago

    Bellville, Western Cape, South Africa Momentum Corporate Full time

    IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role PurposeProvide quick and accurate...

  • External Sales Representative

    2 weeks ago

    Bellville, Western Cape, South Africa Red Door Consultancy Full time

    We have a newly created vacancy and looking for an experienced Sales Representative with exceptional client relations and negotiating skills, a TEAM PLAYER with Steel or Industrial industry background.JOB DESCRIPTION:A new external sales representative in the steel division that meets the following requirements:Excellent communication skills, both verbal and...

  • Client Service Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Metropolitan Life Full time

    IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the...

  • Technical Sales Representative

    2 weeks ago

    Bellville, Western Cape, South Africa Exceed HR and Recruitment Full time

    Job Overview:Date Posted: Posted 6 hours ago-Location: Bellville, Western Cape-Job Title: Technical Sales Representative-Education Level: High School / Matric-Job Level: Senior-Minimum Experience: 5- 7 YearsTechnical Sales Representative - Bellville, Cape Town:We are seeking two highly motivated, and results-driven Technical Sales Representatives to join our...

  • Client Value Management Lead

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we? Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...