Branch Administrator

6 months ago

Pietermaritzburg, South Africa Sanlam Full time

Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes. What will you do?

PURPOSE OF THE ROLE

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

Key Responsibilities

1. 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 MIEchecks.
Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performancecontracts, supervision forms) and personal details for all new sales managers, BDs and advisors andensure 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 forapproval.

**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-offtimes.
Prepare and submit lodgements as per the required processes and timelines.
Identify and correct account-related rejections.
3. 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-insand claims escalations.
4. Retentions Reporting
Pull and analyse all required monthly and weekly reports and distribute, where required, to salesmanagers, branch managers and advisors
5. Ad hoc administrative support
Support advisors with all required training requirements, including any Moodle related support as wellas the planning, organisation and execution of training meetings or events.
Ensure advisors receive commission statements, payslips (when requested) and that any othercommission 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 ofOHS 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**:
2 - 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 Interpersonal savvy - Contributing independently Decision quality - Contributing independently Action orientated - 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 Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time
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 par

  • Branch Administrator

    8 months ago

    Pietermaritzburg, South Africa Fidelity Services Group Full time

    **Reporting to the Branch Manager** Vacancies exist for a Branch Administrator. The position will report to the Branch Manager. The overall purpose of this position is to assist in the administrative, financial, and managerial responsibilities of the allocated Branch and Ops Managers. **Key Performance Areas: (Not totally inclusive)** - Debtors and...

  • Administrator

    6 months ago

    Pietermaritzburg, South Africa Motus Parts Full time

    **Midas** is searching for an** Administrator** to join the branch in **Gaydons**. The purpose of this role is to** **acquire a good general understanding of all standard accounting and administrative functions performed at the branch also supervising and controlling the branch administrative and accounting team to ensure that all branch assets are...

  • Branch Admin Officer

    2 months ago

    Pietermaritzburg, South Africa Ampath Laboratories Full time

    Advert Reference: P14180 Branch Admin Officer Job Title: Branch Admin Officer - Closing Date: 2024/11/14 - Position Available From: 2024-11-01 - Area: Midlands Medical Centre Pietermaritzburg - Actual Place Of Work: Midlands Medical Centre Pietermaritzburg - Position Type: Full-Time Flexible Work Week - Weekly Hours: 40 - Time Conditions: 5 day Work...

  • Branch Admin Officer

    3 months ago

    Pietermaritzburg, South Africa Ampath Laboratories Full time

    Advert Reference: P14018 Branch Admin Officer Job Title: Branch Admin Officer - Closing Date: 2024/10/24 - Position Available From: 2024-10-09 - Area: Boshoff Street Pietermaritzburg - Actual Place Of Work: Boshoff Street Pietermaritzburg - Position Type: Full-Time Flexible Work Week - Weekly Hours: 40 - Time Conditions: 5 day Work Week (South...

  • Branch Admin Officer

    1 month ago

    Pietermaritzburg, South Africa Ampath Laboratories Full time

    Advert Reference: P14180 Branch Admin Officer Job Title: Branch Admin Officer Closing Date: 2024/11/14 Position Available From: 2024-11-01 Area: Midlands Medical Centre Pietermaritzburg Actual Place Of Work: Midlands Medical Centre Pietermaritzburg Position Type: Full-Time Flexible Work Week Weekly Hours: 40 Time Conditions: 5 day Work Week (South...

  • Hollywoodbets Branch Operations Manager

    2 months ago

    Pietermaritzburg, KwaZulu-Natal, South Africa Hollywoodbets Full time

    Hollywoodbets is seeking an experienced Team Leader to join our team in Pietermaritzburg. As a Team Leader, you will be responsible for managing the branch to achieve business objectives in accordance with the Region and Retail Operations Strategy.Main ResponsibilitiesBranch Growth: Ensure achievement of targets within your area in accordance with branch...

  • Security Branch Manager Pmb

    7 months ago

    Pietermaritzburg, South Africa Fidelity Services Group Full time

    position exists for a Branch Manager stationed at the Pietermaritzburg branch reporting to the General Manager. The overall purpose of this position is to ensure the efficient day to day running and management of the Branch. **Minimum Requirements**: - Matric certificate, PSIRA Grade A registration and accreditation. - At least 5 years’ experience in the...

  • Administrative Assistant

    3 months ago

    Pietermaritzburg, South Africa Motus Parts Full time

    **Alert Engine Parts** is searching for an **Administrative Assistant** join the team in **Pietermaritzburg**. The purpose of this position is to support the branch Admistrator in delivering finance and administrative tasks such as processing daily banking and other related general administrative tasks, which are in accordance with policies and...

  • Client Services Administrator: Branch Administration

    6 months ago

    Pietermaritzburg, South Africa Assupol Full time

    Description To provide professional first line support to clients and sales support - 1. Render client services- Update client personal details and AIMS notes - Provide correct and accurate advice to clients on products and services (TCF) - Inform clients and update changes to their policy (TCF) - Liaise with relevant departments to gather information to...

  • Branch Admin Officer

    3 weeks ago

    Pietermaritzburg, South Africa Ampath Full time

    Job title : Branch Admin Officer - Midlands Medical Centre PietermaritzburgJob Location : KwaZulu-Natal, PietermaritzburgDeadline : December 04, 2024Quick Recommended Links Jobs by Location Job by industries Purpose of Position: To provide the relevant depot with an effective administrative support service and to perform logging and route reporting and...

  • Business Development Manager

    1 month ago

    Pietermaritzburg, KwaZulu-Natal, South Africa Hollywoodbets Full time

    As a Business Development Manager at Hollywoodbets, you will be based in Pietermaritzburg and play a key role in managing the branch to achieve business objectives.Job DescriptionBranch Growth: Drive business results by creating an open dialogue with guests to educate them on all branch products, ensuring achievement of targets within your area in accordance...

  • Regional Manager

    4 months ago

    Pietermaritzburg, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but...

  • Regional Manager

    4 months ago

    Pietermaritzburg, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but...

  • Team Leader

    1 month ago

    Pietermaritzburg, South Africa Hollywoodbets Full time

    Being a part of the Hollywoodbets Purple Team is an opportunity to become a part of one of South Africa’s biggest success stories. From humble beginnings in Durban, Hollywoodbets has grown into a powerhouse brand operating across Africa and the United Kingdom. And that’s just the beginning. Our talented Team is on a mission to increase our global...

  • Reception - Pietermaritzburg

    7 months ago

    Pietermaritzburg, South Africa WeBuyCars Full time

    We are looking for a dynamic, friendly and fully bilingual Receptionist to join our team at our Pietermaritzburg Branch to assist with walk - in clients and administrative duties. **Duties and responsibilities include but are not limited to**: - Manage the switchboard - Assist with all walk-in clients - General Administration - Attendance of weekly...

  • Sales Manager

    7 months ago

    Pietermaritzburg, South Africa WeBuyCars Full time

    We are looking for a Sales Manager to join our We Buy Cars team at our Pietermaritzburg Branch! **Responsibilities**: - Management of sales teams - Setting individual sales targets - Motivating sales executives - Sales administration - Complaint management - Manage dealer relationships and dealer registrations - Monitor and improve OUTsurance, Netstar...

  • Pharmacist Assistant

    3 months ago

    Pietermaritzburg, South Africa Shoprite Group Full time

    **Purpose of the Job**: To assist the pharmacist with dispensing and performing pharmacy-related administrative duties at our Medirite Edendale branch. **Key Performance Areas include**: - Stock control - Dispensing (under the supervision of a pharmacist) - Administration - Housekeeping - Frontshop service Our Group and all its operating companies are...

  • Sales Consultant

    6 months ago

    Pietermaritzburg, South Africa Migarda Investments - Telkom Mobile Express Full time

    **Position : Sales Consultant** **Location : Edendale** **Job description** Sales Agents required with a minimum of 1 year sales experience. Must be mature, hardworking, a team player, self-motivated, target driven, honest, neat, reliable and organized. As a Sales Agent based in the KwaZulu - Natal, Edendale branch you will report to the Branch...

  • Frontshop Manager

    6 months ago

    Pietermaritzburg, South Africa Shoprite Group Full time

    **Purpose of the Job**: Medirite Plus Brookside is seeking a dynamic Frontshop Manager to join our dedicated team in delivering exceptional healthcare services and products. Duties will include to maximize sustainable branch sales by: - Managing, supporting, and monitoring the effective sales of all unscheduled product lines including specialized health...

  • Assistant Frontshop Manager

    6 months ago

    Pietermaritzburg, South Africa Shoprite Group Full time

    **Purpose of the Job**: Medirite Plus Brookside is looking for a dedicated Assistant Frontshop Manager to join our dedicated team and support in managing our store operations. Duties will include to maximize sustainable branch sales by: - Managing, supporting, and monitoring the effective sales of all unscheduled product lines including specialized health...