Branch Administrator

3 months ago

Secunda, South Africa Sanlam Full time

**Who are we?**

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

**What Will You Do?**
- PURPOSE OF THE ROLE
- To provide various operational, administrative, and reporting activities across all channels to support theeffective and efficient working of the branches and advisors.
- Key Responsibilities**Key Responsibilities**
- 1. On boarding and administration of advisor/SAI’s and new broker contracts:

- Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE checks.
- Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
- Ensure all branch training registers are updated and filed on a monthly basis.
- Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.
- 2. New Business Processing:
- Conduct affordability checks on all written policies, when required.
- Check and provide an update on SSLP pending new business.
- Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-offtimes.
- Prepare and submit lodgements as per the required processes and timelines.
- Identify and correct account-related rejections.- 3. Policy Servicing
- Ensure that client amendments are submitted and processed timeously and follow up for completion.
- Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.- 4. Retentions Reporting
- Pull and analyse all required monthly and weekly reports and distribute, where required, to sales managers, branch managers and advisors
- 5. Ad hoc administrative support- 6.Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
- 7.Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
- 8.Prepare the required data for advance commission payments/loans.
- 9.Manage the resolution of any facility related issues.
- 10.Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.**Qualification**
- Matric (Grade 12)
- Diploma or degree in related field will be advantageous**Knowledge and Experience?**

**Knowledge**
- In-depth understanding of industry standards
- Working knowledge of products and services (advantageous)
- Knowledge of regulatory and compliance frameworks would be advantageous
- Customer engagement principles
- **Experience**:
2 - 3 Years experience in an administrative capacity in an operational environment.
- Experience in the insurance industry would be advantageous.
- Demonstrated client engagement experience.
- Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)**Conditions of Employment?**
- Conditions of Employment
- Clear criminal and credit check
- Smart phone
- Own transportation**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- Drives results - Contributing dependently- Collaborates - Contributing dependently- Being resilient - Contributing dependently**Turnaround time**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

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