Unclaimed Tracing Agent

**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 main purpose of this job is rendering a support service to all Claims (eg. Maturity, Instalments and Death Claims) related teams where Sanlam is holding unclaimed benefits. This role will assist with the administration to trace claimants and obtain outstanding information to assist the Claims teams to continue their claims assessments.- Handling of items on Unclaimed benefits accounts for Death and Instalments
- Reporting and tabulations
- Tracing of clients
- Upload information to a third party tracing company
- Verbal and written communication/correspondence
- Settling client tracing enquiries
- Identify and report system errors
- Keeping record of daily production

**What will make you successful in this role?**

**Experience, Knowledge & Skills**:

- 2-3 years appropriate Money Movement experience / knowledge
- Computer literacy (Excel & Word)
- Understanding client needs
- Previous tracing experience
- 2 - 3 years bank and Financial industry knowledge / experience

**Competencies**:

- Building customer loyalty
- Building and maintaining relationships (CRM)
- Problem solving
- Communication
- Concern for accuracy

**Qualification and Experience**
- Grade 12 with 2 to 3 years related experience.**Knowledge and Skills**
- Processing transactions and conduct simple calculations- Data collection and analysis- Record keeping, filing and maintenance of databases- Maintain work standards and quality verification**Personal Attributes**
- Plans and aligns - Contributing dependently- Communicates effectively - 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**
- Being resilient - Contributing dependently- Customer focus - Contributing dependently- Collaborates - Contributing dependently- Cultivates innovation - Contributing dependently- Drives results - Contributing dependently**Turnaround time**Closing date: 6th March 2024**

**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.