Client Care Representative: Intermediate Funds

7 months ago

Bellville, South Africa Sanlam Full time

**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 fund exit and related correspondence requests received via various channels.
- Focus mainly on the following events (Primary events)
- Fund maturities and retirements (full proceeds)
- Fund terminations
- Request Fund quotes- Process requests within the appropriate and LAD.
- Servicing of client policy needs and requirements.
- Immediate resolution of service requests in a quality manner to ensure client satisfaction.
- Communicates completion of cases to clients/funds/management by telephone or in writing.
- Handles requests for urgent call backs to clients when required.
- Communicates completion of cases to clients/management by telephone and/or in writing**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 administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans- Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective**Competencies**:

- Client Service orientation- Decision making and problem-solving skills- Interpretation and reasoning skills- Analytical abilities- Interpersonal sensitivity- Ability to work under pressure- Good communication skills in English**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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, 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 companys transformation plan.**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.

  • Client Care Representative: Intermediate

    3 days ago

    Bellville, South Africa Sanlam Full time

    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...

  • Ccc: Client Care Representative: Call

    7 months ago

    Bellville, South Africa Sanlam Full time

    **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...

  • Client Care Representative: Intermediate for Skill

    7 months ago

    Bellville, South Africa Sanlam Full time

    **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...

  • Client Care Representative: Call

    23 hours ago

    Bellville, South Africa Sanlam Full time

    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...

  • Client Care Administrator

    3 months ago

    Bellville, South Africa Sanlam Full time

    **What will you do?** - Santam’s Client Care Department has a position available for a **Client Care Administrator**. The position will be based at **Santam** in **Bellville, Cape Town.** **What will you do?** The Client Care Administrator will provide support of a complaints administrative nature and assist the Santam Client Care Department in attending...

  • Client Care Representative: Half Day

    3 days ago

    Bellville, South Africa Sanlam Full time

    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...

  • Customer Care Representative

    2 weeks ago

    Bellville, South Africa Unlimited Force Marketing Full time

    We are looking for a dedicated Customer Care Representative to join our team. This role involves delivering exceptional service to our customers by addressing inquiries, resolving issues, and ensuring a positive customer experience. The ideal candidate is an excellent communicator with a problem-solving mindset and a passion for helping others. Passed Matric...

  • Client Care Representative: General

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    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...

  • Fund Secretariat Administrator

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...

  • Fund Administrator

    2 days ago

    Bellville, South Africa Sanlam Full time

    Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...

  • Ccc: Client Care Representative: General

    5 months ago

    Bellville, South Africa Sanlam Full time

    **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...

  • Ccc: Client Care Representative: General

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    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...

  • Fund Administrator

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...

  • Support Specialist Ss5 and Ss6

    7 months ago

    Bellville, South Africa Sanlam Full time

    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...

  • Ccc: Client Care Representative: General Basket

    7 months ago

    Bellville, South Africa Sanlam Full time

    **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...

  • Client Support Specialist

    4 months ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate**: - Our vision is to be the preferred partner for the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

  • Client Support Specialist

    2 months ago

    Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate** - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

  • Fund Administrator

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...

  • Head: Fund Secretariat

    5 days ago

    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the...

  • Client Care Assistant: Main Reception

    5 days ago

    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...