X2 Call Centre
1 week ago
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 believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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. Overall purpose of the role
O f fer innovative Health benefits solutions and services to Individual clients and Employer Groups. Ensure client satisfaction, retention, and overall client expansion. Key Responsibilities
Key support to Bluestar advisers to drive health product sales.
Support Bluestar Advisers with health and gap cover presentations to employer groups.
Support in preparation of quotations and recommendation of suitable healthcare offerings to individuals and employer groups and their employees.
Liaise with medical schemes to assist in driving uptake.
Act with due care, skill, and diligence in the execution of all duties.
Fulfil contractual obligations as agreed to. Key Responsibilities (continues)
**Support in oversight of the following**:
Statutory obligations of the FSP.
Rendering of financial services of the FSP and individuals authorized to act on its behalf.
Business processes and operational ability.
Instill a culture of treating customers fairly in all aspects of the business.
Provide an effective and efficient administrative channel between Bluestar clients and service providers.
Good understanding of the benefits, rules of the three product providers; Bonita’s, Fedhealth and Sanlam Gap Cover.
Call centre inbound and outbound client calls Qualifications
Financial Services Industry related qualification
RE5
NQF5
Council for Medical Schemes accreditation - no longer under supervision
Class of Business-Health
Class of Business - Short term personal lines
2 - 5 years’ experience within the healthcare industry
Experience in advice management processes - advantageous Experience
2 - 5 years’ experience within the healthcare industry
Experience in advice management processes - advantageous Knowledge
Knowledge of Industry regulations; ex POPIA, TCF
Knowledge of selling methodologies
Knowledge in planning and co-ordinating of sales initiatives
Competencies
Excellent communication and presentation skills
Business orientation
Decision making
Analytical thinking
Work standards
Planning and organising
Innovative thinking
Results and success driven
Treating customers fairly
Building and maintaining relationships
Team building skills
Adaptability
Self-confidence and energy
Computer skills (MS Word, MS PowerPoint & MS Excel) Turnaround time
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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.
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