Support Assistant: High Performance Centre

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

  • 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

  • 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
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 a valid copy to the client for safe keeping

  • 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

  • Case tracking
  • Create and manage daily unissued reports
  • Client and advisor 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 Turnaround time
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.

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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