Client Service Consultant Operations: Claims

2 weeks ago

Tygervalley, South Africa Sanlam Full time

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier. Job purpose
The Client Service Consultant Operations Claims will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations - Claims:
Accurate processing of repurchases, external transfers, internal transfers, retirements and death claims, New business and ad hoc investments and any other transaction necessary to complete the transaction on the administration system
Ensuring all instructions received comply with the business rules and legal regulations
Work closely with legal department to ensure compliance
Assist in the prevention of fraud and money laundering by ensuring that all requirements are met
Daily/weekly contact with all industry role players (Brokers, advisors, SARS, Trustees etc.)
Prepare recommendations for Trustees with respect to death/disability claims
Calculation of benefits with regards to death claims
Technical understanding and product knowledge of all investment products (discretionary and contractual)
Daily quality assurance of all business processed
Ad-hoc client service project involvement
Work with sense of urgency to ensure deadlines and SLA’s are met
Assisting Business Analysts and IT with software release testing.
Qualifications and Experience
Matric / Grade 12
Relevant financial qualification would be to your advantage
2 years’ experience within the Linked Investment Service Provider environment and with strong administrative skills.
DSP and CSP product knowledge would be to your advantage Competencies
Client focus
Cultivates innovation
Collaborates
Being resilient
Drive results
Relationship Building Skills
Communication Skills (English and Afrikaans
Attention to Detail
Accuracy
Numerical Skills
Computer Skills (MS Office products)
Flexibility (overtime)
Customer Service Orientation
Knowledge of investment or linked product industry
Positive, enthusiastic attitude
Tenacity
Ability to work as part of a team
Ability to work under pressure
Ownership
Typing proficiency
Attributes
Positive, enthusiastic attitude
Honesty, integrity and respect
Ability to work under pressure
Ability to co-operate and thrive both within an independent and team environment
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. Turnaround time
Glacier is committed to excellence and striving towards Employment Equity.

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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