Support Assistant

3 weeks ago

Pretoria, Gauteng, South Africa Sanlam Full time

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors.

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 financial advisors to realise their worth.


Our company is built on a respect for what people are worth and an appreciation for what they can become.

We know that your worth is infinite and unique - and want to inspire you to realise this worth.


This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.


What will you do?- The Support Assistant will also have secondary responsibilities as required- 1. New Business Processing- Prepare final quotations

  • Prepare and finalize financial needs analysis using correct information supplied by advisors
  • 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


 Continued 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
  • Coordination of all claims correspondence and life office follow up or claims progress
  • Record all customer contact on the customer management system
  • 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
  • Drawing up of wills for walk in clients. Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with the valid copy to client for safe keeping
  • 3. Outstanding premiums/lapse management a) Draw outstanding premium list weekly b) Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option 4. Case tracking 5. Create and manage daily unissued reports 6. Client and advisor follow ups for missing information/documents 7. Booking medicals 8. 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
  • Proactive 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

Turnaround timeBuild 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 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.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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