Nub Process Assistant: Ra: Sanlam Risk

4 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.

**What will you do?**
- 1. Data capturing by issuing or declining New Business cases.
- 2. Ensure that New Business cases are issued as soon as possible after the proposal has been received.
- 3. Follow-up on outstanding information when necessary.
- 4. Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.
- 5. Ensure clients are satisfied and retained.
- 6. Willing to be multi-skilled to enhance skills and assist in other areas of the business.**Note**:
**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?**

**Requirements**:
**Qualifications**:

- Grade 12

**Experience**:

- Data-capturing experience will be beneficial.
- Experience in a target-driven and production environment will be beneficial.

**Knowledge**:

- General life assurance knowledge will be beneficial.

**Competencies**:

- Communicates effectively
- 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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Being resilient - Contributing dependently- Collaborates - Contributing dependently- Cultivates innovation - Contributing dependently- Customer focus - Contributing dependently- Drives results - Contributing dependently**Turnaround time**Closing date: 23 February 2024**

**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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