Nub Process Assistant: Ra: Risk

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?

  • 1. Data capturing by issuing or declining New Business cases.
  • 2. Ensure that New Business cases are issued as soon as possible after the proposal has been received.
  • 3. Followup on outstanding information when necessary.
  • 4. Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.
  • 5. Ensure clients are satisfied and retained.
  • 6. Willing to be multiskilled 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?

Requirements:

Qualifications:

  • Grade 12

Experience:

  • Datacapturing experience will be beneficial.
  • Experience in a targetdriven 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

  • 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.
    Core Competencies


 Being resilient
  • Contributing dependently
  • Collaborates
  • Contributing dependently
  • Cultivates innovation
  • Contributing dependently
  • Customer focus
  • Contributing dependently
  • Drives results
  • Contributing dependently

Turnaround timeClosing date: 23 February 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.

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