Client Care Representative: Intermediate for Skill
3 weeks ago
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?
The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam’s retail business in South Africa. SPF 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 risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
As a company 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 as well as people with disabilities. What will make you successful in this role?
**Output/Core Tasks**:
- Process all client’s requests within the appropriate Service Level Agreement.
- Servicing of client’s policy needs and requirements.
- Provides Immediate resolution of requests in a quality manner to ensure client satisfaction.
- Communicates completion of cases to clients/intermediaries and management by telephone and or in writing.
- Amend and change client policy records
**Role Requirements**:
**Qualifications**:
- Matric/Grade 12
**Knowledge and Experience**:
- A minimum of 2 years’ experience within 7 years in policy services administration operating as a Client Care Representative within the SS5 Intermediate Skills Sets.
- Experience in handling policies on both Legacy and Stratus platforms
- Experience in
- In cash withdrawal or payment transactions,
- Understand of client portfolios
- Strong knowledge of PDD and FICA,
- Telephony skills
- Excellent understanding in product knowledge;
- Quality and Production is expected to be delivered, above the acceptable business performance standard.
**Competencies**:
- Client Service orientation
- Decision making and problem-solving skills
- Interpretation and reasoning skills
- Analytical abilities
- Interpersonal sensitivity
- Ability to work under pressure
Knowledge and Skills Customer Service Administration Quality, compliance and accreditation Team Support Personal Attributes Communicates effectively - Contributing independently Action orientated - Contributing independently Situational adaptability - 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 Cultivates innovation - Contributing independently Customer focus - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Turnaround time
Appointments will be made in line with the company’s transformation plan.
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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