Client Relationship Manager
2 weeks ago
**Who are we?**
Sanlam is a leading financial services group, originally established as a life insurance company in 1918. The Sanlam Group conducts its business through Sanlam Limited, the corporate head office and four business clusters. The corporate head office is responsible for the Groups’ centralised functions such as strategic direction, financial and risk management, marketing and communications, Group human resources and corporate social investment (CSI). The four business cluster include; Sanlam Personal Finance, Sanlam Investments, Sanlam Emerging Markets and Santam.
One of the largest businesses within the Sanlam Group, Sanlam Employee Benefits (SEB) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SEB assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members.
**What will you do?**
- Provide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statements
- Attendance of trustee meetings and sub committee meetings related to the portfolio of clients - this could include travelling
- Identify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements
- Maintain, improve and develop internal business processes to ensure effective service delivery
- Nurture and build strong relationships with clients
- Maintain and strengthen relationships with internal departments in order to resolve queries
**Qualification & Experience**:
- Matric/Grade 12 (with Accounting and/or Mathematics)
- Relevant degree/diploma
- 6-7 years employee benefit experience with at least the last 3 years spend in a similar role, ideally with exposure to client/Board of Trustees
- Three to 5 years management experience Proficiency in MS Office (Word, Excel and Outlook)
**Knowledge and Skills**:
- Presentation skills
- Good negotiation skills
- Focus on providing high quality client service
- Strong attention to detail and proactive attitude
- Strong ability to organize and prioritize
- Strong results and delivery focus
- Solid project and time management skills
- Ability to work independently
- Innovative and demonstrates initiative
- Ability to perform well under pressure and meet deadlines
- Ability to collaborate and pull information together
- Proactive and a team player
**Our aim is to help you 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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.**Turnaround time**Our commitment to transformation**
- 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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