Branch Administrator

2 weeks ago

Potchefstroom, North-West, South Africa Sanlam Full time
What will you do?

PURPOSE OF THE ROLE

To provide various operational, administrative, and reporting activities across all channels to support the effective and efficient working of the branches and advisors.

Key Responsibilities
On boarding and administration of advisor/SAI's and new broker contracts:
Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE checks.

Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.

Ensure all branch training registers are updated and filed on a monthly basis.
Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.

2.

New Business Processing:
Conduct affordability checks on all written policies, when required.
Check and provide an update on SSLP pending new business.
Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-off times.
Prepare and submit lodgements as per the required processes and timelines.
Identify and correct account-related rejections.

  • Policy Servicing
Ensure that client amendments are submitted and processed timeously and follow up for completion.
Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.

  • Retentions Reporting
Pull and analyse all required monthly and weekly reports and distribute, where required, to sales managers, branch managers and advisors

  • Ad hoc administrative support

Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.

Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
Prepare the required data for advance commission payments/loans.
Manage the resolution of any facility related issues.

Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.

Qualifications
Matric (Grade 12)
Diploma or degree in related field will be advantageous Knowledge and Experience

Knowledge:

In-depth understanding of industry standards
Working knowledge of products and services (advantageous)
Knowledge of regulatory and compliance frameworks would be advantageous
Customer engagement principles

Experience:

  • 3 Years experience in an administrative capacity in an operational environment.
Experience in the insurance industry would be advantageous.
Demonstrated client engagement experience.
Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)
Conditions of Employment
Clear criminal and credit check
Smart phone
Own transportation
Personal Attributes Plans and aligns - Contributing dependently Communicates effectively - 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 Being resilient - Contributing dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Cultivates innovation - Contributing dependently Drives results - Contributing dependently Turnaround time

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