Support Assistant: High Performance Centre

2 weeks ago

Pretoria, South Africa Sanlam Full time

Who are we?
Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth. What will you do?

The Support Assistant will also have secondary responsibilities as required.

1. New Business Processing
Prepare final quotations
Prepare and finalize financial needs analysis using correct information supplied by advisors

2. Customer Services Ensure the accurate production of all customer portfolio review documentation and reports Regularly update and maintain customer, insurance and investment information in the customer management system Implementation of all switches or repurchases including all fund manager follow ups Co-ordination of all claims correspondence and life office follow up of claims progress Record all customer contact on the customer management system Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers Contribute towards the maintenance of existing customer relationships with the company Drawing up of wills for walk-in clients. Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping

**3. Outstanding premiums/lapse management**:
a. Draw outstanding premium list weekly
b. Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option

4. Case tracking

5. Create and manage daily unissued reports

6. Client and advisor follow ups for missing information/documents

7. Booking medicals

8. Liaising and relaying information with Sanlam HQ and responsible parties What will make you successful in this role?

**Qualifications and Experience**:
Matric
Minimum 2 years' experience in a similar environment

**Knowledge and Skills**:
MS: Office (Excel, Word, PP); Outlook
Knowledge of Sanfin and Sanport
Service and customer orientated
Natural relationship builder
Proactive and energetic
Goal and target motivated
Socially confident and skilled to communicate well

**Personal Qualities**:
Cultivate Innovation
Client Centricity
Drives Results
Collaborates
Flexibility and Adaptability
Plans and Aligns
Communicates Effectively
Business Insight
Optimizes Work Processes
Decision Quality
Treating Customers Fairly Turnaround time

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. 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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