Intermediary Support Assistant: Retentions

4 hours ago

Pretoria, South Africa Sanlam Full time

Who are we?
Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth. What will you do?
This is an administrative support position that reports directly to an Operations Manager in the region. The Intermediary Support Assistant role is there to render sales support and administration to Sanlam intermediaries and regional sales management.

Provide sales and administration support to intermediaries, including quotations
Assist the intermediaries with the relevant product information
Process and monitor new business submitted
Monitor and report on relevant sales information to intermediaries/management
Support initiatives to increase the take up of technology with intermediaries
Providing limited after sales service What will make you successful in this role?
To deal with all customers in a professional manner in strict accordance with business culture, products and quality standards.
Manage time and workloads to ensure that deadlines and targets are met.
Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer
Perform proactive and reactive activities designed to retain customers including but not limited to contacting clients to advise them of unsuccessful premium collections.

**Qualification and Experience**:
Grade 12 or equivalent qualification
A relevant tertiary qualification would be advantageous

**Knowledge and Skills**:
A minimum of 2 years relevant administrative experience within the financial services industry is preferred
Prior experience within a Broker or Advisor Services environment is preferred
Insurance product experience and knowledge of relevant quotation processes and systems is preferred

**Personal Qualities**:
Cultivates Innovation
Client Centricity
Drives Results
Collaborates
Flexibility and Adaptability
Plans and Aligns
Communicates Effectively
Action Orientated
Optimizes Work Processes
Treating Customers Fairly Turnaround time

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. 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.

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