Client Support Specialist

2 months ago

Bellville, South Africa Sanlam Full time

**About Sanlam Corporate**:

- Our vision is to be the preferred partner for the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.- We believe in creating and cultivating a positive, energized working environment that gives every individual the opportunity to achieve success, embracing diversity and commitment to transformation. We do this through living our values of having the courage to be bold, care, collaboration, and an intolerance for mediocrity. 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 realize their worth.**Division**:
One of the largest businesses within the Sanlam Group, Sanlam Corporate (SC) specializes in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SC assists companies in creating and delivering customized employee benefits solutions, including the collection of premiums and communication to fund members.

**The overall purpose of the role : Key Responsibilities**:

- To support the Client Relations Managers in the delivery of client service excellence.
- Preparation of new business documents, agenda packs, etc.
- Distribution of electronic benefit statements and updating share-point accordingly
Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
- Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
- Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
- Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
- Member app/web - actively promote members to make use of the app/web
Preparation of meeting agendas and reports and follow-up of action items
- Perform to a high standard and be prepared to develop in the role
Undertake additional training as required to fulfil the role
Actively participate in internal forums, training, and social events
Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.

**Qualification and Experience**:

- Relevant tertiary financial/investment qualification
- Minimum of 5 years relevant experience in the Employee Benefits industry
- Good proficiency in Microsoft Office****:

- Needs to understand, write, and speak Afrikaans.

**Knowledge and Skills**:

- Knowledge of legislation applicable to the retirement fund industry
- Previous retirement fund experience will be advantageous.****:

- Certificate of Proficiency will be advantageous.
- Knowledge of internal workflow systems and Client Portal will be advantageous.
- Proficiency in MS Office (Word, Excel, and Outlook)

**Personal Qualities**:

- **Flexible and Adaptable** - Rebounding from setbacks and adversity when facing difficult situations.
- **Courage** - Stepping up to address difficult issues, saying what needs to be said.
- **Manages Complexity** - Demonstrated ability and proven record to make complex decisions.
- **Ensures Accountability** - Holding self and others accountable to meet commitments.
- **Plans and Aligns** - Planning and prioritizing work to meet commitments aligned to organizational goals.

**Core Competencies**:

- **Cultivates Innovation** by creating new and better ways for the organization to be successful.
- **Client Focus** - Building strong customer relationships and delivering customer-centric solutions.
- **Drives Results** - Consistently achieving results and meets deadlines, even under tough circumstances.
- **Collaborates** - Building partnerships and working collaboratively with others to meet shared objectives.
- **Resilience** - Rebounding from setbacks and adversity when facing difficult situations.

**Turnaround time**Our commitment to transformation**
- The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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 as well as people with di

  • Client Support Specialist

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    Client Support Specialist - Bellville Date: 18 Nov 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities...

  • Client Support Specialist

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate** - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

  • Laboratory Support Specialist

    1 week ago

    Bellville, Western Cape, South Africa Stellenbosch University Full time

    We are seeking a skilled and versatile Laboratory Support Specialist to join our team at Stellenbosch University's Faculty of Medicine and Health Sciences.About the RoleThis is a one-year fixed-term contract dependent on funding, offering a competitive salary and opportunities for professional growth. As a Laboratory Support Specialist, you will be an...

  • Client Complaints Specialist

    5 months ago

    Bellville, South Africa Bridgena Barnard Personnel Group Full time

    N/Subs Cape Town Position availability for a Complaints specialist within the Insurance sector - Grade 12 - Qualification in related field essential. - Regulatory Examinations RE1 & RE5 essential. - 3 years’ working experience in a long-term insurance - Compliance and FAIS environment & resolving complaints. - Minimum of 5 years’ experience in...

  • Client Liaison Officer X2

    3 months ago

    Bellville, South Africa Health Solutions Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

  • Assistant Accountant

    6 months ago

    Bellville, South Africa CA Support Full time

    ASSISTANT ACCOUNTANT Our client is an internationally recognised grower, packer and exporter of citrus and grapes. The various farms and packhouses are situated across the Western Cape. The company has a vacancy for an **Assistant Accountant** in Bellville. **RESPONSIBILITIES**: - Setup and maintaining financial master files used for liquidations. -...

  • Sales Consultant

    5 months ago

    Bellville, South Africa CA Support Full time

    A leading kitchen & cupboard manufacturing company committed to delivering exceptional design services seeks an experienced **Sales Consultant** to join their team. **Responsibilities**: - Discussing project requirements with clients - Prepare designs and specifications for Design Team - Management of customer quotes, contracts, payments - Meeting sales...

  • Support Specialist Ss5 and Ss6

    5 months 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...

  • Tax Compliance Officer

    5 months ago

    Bellville, South Africa CA Support Full time

    **TAX COMPLIANCE OFFICER** **Cape Town Hybrid position** The role is hybrid based with office and home office, with agreed regular office time to manage and coach staff. **RESPONSIBILITIES**: - Complete Individual, Corporate and Trust Income Tax Returns - Complete Provisional Income Tax Returns 6 monthly within the deadlines - Ensuring that all clients...

  • Site Foreman

    7 months ago

    Bellville, South Africa CA Support Full time

    **Responsibilities**: Project Coordination: - Oversee entire project installations on site, from delivery to final completion, with a focus on installation, quality and feedback to management. - Coordinate with site managers, subcontractors and suppliers to ensure project timelines are met. Quality Control: - Conduct regular inspections to ensure the...

  • Debtors / Creditors Clerk

    5 months ago

    Bellville, South Africa CA Support Full time

    Growth, quality, innovation, adaptability and a can-do attitude is key values for this client. Alignment with these aspects is important in appointments, as every team member plays a crucial role in the business success and sustainability. **RESPONSIBILITIES**: - **Debtors**:Invoicing & credit notes, queries, maintaining of aged analysis, account...

  • Voice of Client

    2 weeks ago

    Bellville, South Africa Sanlam Full time

    Voice of Client (Complaints) Specialist Date: 15 Nov 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group 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...

  • Debtors / Creditors Clerk

    6 months ago

    Bellville, South Africa CA Support Full time

    **DEBTORS / CREDITORS CLERK** **Bellville** Our client is an established producer, packer and exporter of citrus and table grapes with production units and packhouses situated across the Western Cape. The company has a vacancy for a **Debtors / Creditors Clerk **based in Bellville which will report to the Accountant. **RESPONSIBILITIES**: **Debtors** -...

  • Debtors Clerk

    6 months ago

    Bellville, South Africa CA Support Full time

    DEBTORS CLERK Bellville Our client is an established producer, packer and exporter of citrus and table grapes with production units and packhouses situated across the Western Cape. The company has a vacancy for a **Debtors Clerk based at the head office **in Belville which will report to the fruit Accountant. **RESPONSIBILITIES**: - Upload and maintain...

  • Debtors Clerk

    5 months ago

    Bellville, South Africa CA Support Full time

    **DEBTORS CLERK** **Bellville** Our client is an established producer, packer and exporter of citrus and table grapes with production units and packhouses situated across the Western Cape. The company has a vacancy for a **Debtors Clerk **based in Belville which will report to the Accountant. **RESPONSIBILITIES**: - Processing of invoices, credit notes...

  • Application Support Specialist

    3 months ago

    Bellville, South Africa Health Solutions Full time

    **Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**Requirements**: - Matric. - 3 Years tertiary qualification or a relevant IT qualification. - Commitment to performing routine as well as investigation/analysis work tasks. - O2 Experience. **Duties &...

  • Operations Support Analyst

    3 months ago

    Bellville, South Africa Momentum Life Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...

  • Technical Support: GIS

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Technical Support: GIS & Risk Analysis Date: 13 Nov 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group What will you do? Santam Underwriting Risk Management has a Technical Support: GIS and Risk Analysis role available. The role reports to the Tech Specialist: Risk Analysis & Advice and will be based at the Santam Head Office in...

  • Technical Support: Gis

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    **What will you do?** - Santam Underwriting Risk Management has a Technical Support: GIS and Risk Analysis role available. The role reports to the Tech Specialist: Risk Analysis & Advice and will be based at the Santam Head Office in Bellville.**What will make you successful in this role?** - This role will provide support to the technical specialist in the...

  • Actuarial Specialist

    7 months ago

    Bellville, South Africa Momentum Life Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...