Client Care Representative: Intermediate Skill Set
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?
**Job Purpose**:
**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 by:
- altering premiums on clients’ policies
- providing statements to clients
- assisting with payout enquires
- generating new leads
- altering quotations of clients’ policies
- action client’s requests on the wealth bonus portal
**Role Requirements**:
**Qualifications**:
- Matric/Grade 12
- Relevant business degree/diploma from a well-recognised institution will be an advantage.
**Knowledge and Experience**:
- A minimum of 2 years’ experience in policy services administration operating as a Client Care Representative within the Intermediate Skills Sets.
- Experience in altering premiums on clients’ policies, providing statements to clients, assisting with payout enquires, generating new leads, altering of quotations of clients’ policies will be highly recommended.
- Quality and Production must be above the acceptable business performance. standard.
**Competencies**:
- Client Service orientation
- Decision making and problem-solving skills
- Interpretation and reasoning skills
- Analytical abilities
Knowledge and Skills Customer Service Team Support Administration Quality, compliance and accreditation Personal Attributes Communicates effectively - Contributing dependently Decision quality - Contributing dependently Action orientated - Contributing dependently Optimises work processes - Contributing dependently 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 dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Being resilient - Contributing dependently Drives results - Contributing dependently 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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