Nub Process Assistant: Jg 5: Risk and Savings

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 make you successful in this role?
Do Data Capturing and issuing or decline New Business cases.
Data Capturing as well as assisting SanlamConnect via WhatsApp.
Ensure that New Business cases are issued as soon as possible after the proposal has been received.
Communicate with both the client and Intermediary in writing, telephonically or via WhatsApp
Ensure clients are satisfied and retained.
Update client information on a regular basis.
Be willing to be multi-skilled to enhance skills and assist in other areas of the business.

Once you have received sufficient training, the role will require Overtime when needed, according to Operational requirements.

Qualifications:

Grade 12

Experience & Knowledge:

General Life Assurance knowledge and/or experience
Data-capturing experience (12 months) beneficial
Experience in a Target and Production driven environment.
Qualification and Experience Grade 12 with 1 to 2 years related experience. Knowledge and Skills Processing transactions and conduct simple calculations Record keeping; filing and maintenance of databases Maintain work standards and quality verification Data Collection and processing of transactions Procedures Knowledge Personal Attributes Plans and aligns - Contributing independently Interpersonal savvy - Contributing independently Communicates effectively - Contributing independently Optimises work processes - Contributing independently 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 Being resilient - Contributing independently Collaborates - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Turnaround time

CLOSING DATE: 24 MARCH 2023 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.

  • 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...

  • Process Assistant: Retail Affluent: Srs: Nub:

    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...

  • Financial and Administrative Assistant: Jg: 07:

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?The Retail Affluent (RA) cluster is responsible for Sanlam's retail business in South Africa. RA 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...

  • IT Risk Administrator

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...

  • Legal Secretary: Jg 7

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empowering 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 and client & intermediary experiences, SRA delivers financial solutions including comprehensive...

  • Actuarial Consultant: Risk Reporting

    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...

  • Underwriter: 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...

  • IT Risk Administrator

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...

  • Underwriter: 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...

  • Legal Advisor: Jg: 11: Retail Affluent: Law Services

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam's retail business in South Africa. SRA 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...

  • Financial Manager: Management reporting: RA: Finance: JG: Middle Management

    4 weeks ago

    Bellville, Western Cape, South Africa Sanlam Group Full time

    Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market 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....

  • Financial Manager: Management reporting: RA: Finance: JG: Middle Management

    2 months ago

    Bellville, Western Cape, South Africa Sanlam Group Full time

    Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market 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....

  • Underwriter: 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...

  • Actuarial Consultant: Risk Reporting

    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...

  • Risk Manager

    2 weeks ago

    Bellville, Western Cape, South Africa Exceed Recruitment and Human Resource Consultants Full time

    Reference: 9314 CMConsultant: Christa MostertStrong analytical and problem-solving skills, with the ability to assess legal risks and provide strategic advice.Excellent communication and interpersonal skills, with the ability to effectively collaborate with internal stakeholders and external legal counsel.Attention to detail and the ability to interpret...

  • Actuary/cons : Risk & Capital Management - Sls

    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...

  • Manager: IT Risks

    2 weeks ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    IT Risk Identification Identify and classify potential threats and vulnerabilities to the University's people, information, processes and technology to enable IT risk analysis, Develop a comprehensive set of IT risk scenarios, and identify accountable stakeholders, based on available information to determine the potential impact to business objectives and...

  • Quality and Risk Administrator

    2 weeks ago

    Bellville, Western Cape, South Africa Santam Full time

    Who are we?Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on...

  • Risk Replacement Monitor

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.Our vision:We...

  • First Line Manager: Death Claims

    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...