Ccc: Client Care Representative: General

2 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 Live and Savings cluster is responsible for Sanlam’s retail business in South Africa. This cluster 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 we Live in Confidence 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**:

- Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.
- You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.

**Output/Core Tasks**:
- o Change client’s personal details and intermediary code.
- Register third party.
- Administer Mail Delivery Failures and Direct Scan Failures.
- Create new client record.
- Provide Tax/Contribution Certificate.
- Request quote or value.
- Request paid up quote/value.
- Direct client’s with enquiries to other Departments.
- Request document or form.
- Receive and administer incomplete correspondence.
- Resend Interactive Voice Response Document due to Failure.**Role Requirements**:
**Qualifications**:

- Matric/Grade 12.
- Relevant business degree/diploma from a well-recognised institution will be an advantage.

**Knowledge and Experience**:

- Policy services administration experience within a financial company is highly recommended.
- Call Centre experience will be to your advantage.
- Ability to communicate fluently in English and Afrikaans is a requirement.

**Competencies**:

- Must have passion for customer services
- Strong written and verbal communication skills
- Aptitude to identify and solve problems
- Capacity to manage information
- Very good Interpersonal skills
- You must have Integrity and hold respect for others
- Computer literate

**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 company’s transformation plan.**

**Please take note that the position is based at Sanlam Head Office in Bellville.**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 th

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