Client Support Specialist

6 days ago

Sandton, South Africa Sanlam Full time

About Sanlam Corporate
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 those entities and their employees. We tap into over100yearsof expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent. 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 awesome things. We pride ourselves in helping our employees to realise their worth and live with confidence. What will you do?

**Key Responsibilities**:
To support the Client Relations Managers in the delivery of client service excellence.
Preparation of new business documents, agenda packs, etc.
Distribution of electronic benefit statements and updating share-point accordingly
Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships
Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
Member app/web - actively promote members to make use of the app/web
Preparation of meeting agendas and reports and follow-up of action items
Perform to a high standard and be prepared to develop in the role
Undertake additional training as required to fulfil the role
Actively participate in internal forums, training and social events
Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system
What will make you successful in this role?
Relevant tertiary financial/investment qualification
Minimum of 5 years relevant experience in the Employee Benefits industry
Good proficiency in Microsoft Office
Knowledge and skills
Knowledge of legislation applicable to the retirement fund industry
Previous retirement fund experience will be advantageous
Certificate of Proficiency will be advantageous
Knowledge of internal workflow systems and Client Portal will be advantageous
Proficiency in MS Office (Word, Excel and Outlook) Personal qualities
Responsible with a high level of accountability
Excellent interpersonal and communication (written, verbal and understanding) skills
Client focus
Professional profile
Excellent report writing skills
Effective time management skills
Process orientated
Self-motivated with a strong focus on delivery
Conceptual thinking skills
Must be able to work under pressure, Individually or as member or a team
Team player
Innovative thinker with good problem-solving skills
Flexible
Able to adapt to change
Responsible with a high level of accountability
Excellent interpersonal and communication (written, verbal and understanding) skills
Client focus
Professional profile
Excellent report writing skills
Effective time management skills
Process orientated
Self-motivated with a strong focus on delivery
Conceptual thinking skills
Must be able to work under pressure, Individually or as member or a team
Team player
Innovative thinker with good problem-solving skills
Flexible
Able to adapt to change
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. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time
The Sanlam Group is committed to transformation and embracing diversity a

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