Client Service Representative: Nurses On Wheels:

3 weeks ago


Bellville, 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.

Sanlam Risk and Savings (SRS), which is one of the businesses within SRA, offers Risk solutions to various segments within the market.

At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society.
What will you do?

**Outputs/Core tasks**:
Process transactions accurately and efficiently to ensure client satisfaction
Resolve and/or refer complaints to the relevant person/department - both from Pathologists, Nurses and Doctors on Wheels service providers and sales offices
Follow up on requests forwarded to service providers ensuring that appointments are made and kept
Update client information on a regular basis
Keeping records updated daily with the feedback received from service providers
Payments of medical examinations/accounts
Reconciliation of medical expense accounts (electronic & manual)
Processing of documentation and letters
Open to be trained in other areas of the business
Adhoc tasks

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?

**Role Requirements**:
Qualification

Grade 12
Relevant tertiary qualification will be an advantage

Experience

At least 1 - 2 years’ relevant experience in the Life Insurance industry within the New Business division
At least 1-year experience in a target and production driven environment
2 years’ experience in complaints handling
Exposure to reconciliation of accounts as well as payment of service providers

Knowledge

Knowledge of Life Assurance and/or Financial Services industry

Competencies

Communicates effectively
Telephony skills
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 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

**Closing Date**: 05 May 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.


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