Client Experience Specialist

1 day ago


Bellville, South Africa Sanlam Full time

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 over 100years of 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.
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. What will you do?

Anticipate and review the needs of Sanlam Group Risk (SGR) clients across products & operational processes, facilitate and review the marketing & communication solutions for their needs and facilitate and manage the on-boarding of large strategic clients.
Key Responsibilities

1. On-boarding facilitation and support for large strategic clients
On request and in conjunction with the SC Sales consultant and SGR Pricing team, represent the business's products, operational processes and services using technical, organisational and client experience knowledge to facilitate and support the on-boarding of new strategic clients

2. Product marketing and communication support
In conjunction with SGR CEO, Product Owner and Pricing team, create marketing and client-facing content (writing & sourcing) for new and/or amended products, processes & capabilities, and arrange for the implementation on the relevant platforms (e.g. Sanlam website and Sharepoint sites)

3. General communication support
In conjunction with business specialists, refine core messaging to ensure organisational consistency in all aspects of internal and client-facing communications

4. Product-specific training support
Anticipate the product-specific training needs of intermediaries, SC Sales consultants and SGR staff in respect of all SGR products and in collaboration with the Product Owner take steps to meet these needs.

5. Client experience support
Work with SGR management, staff and internal partners to continually review, improve and update documentation and forms related to business processes and procedures.
Qualification and Experience
- Matric with good grades in English, Mathematics and/or Accounting
- Post-matric Marketing and/or Communication qualification, or relevant Business qualification would be advantageous.
- Project management experience and/or qualification would be advantageous.
- Four to five years’ experience in Employee Benefits industry and good understanding of group risk products.
- Experience drafting client-facing documentation and/or marketing material.
- Experience working in a collaborative team environment.

Knowledge and Skills
- Computer literacy with proficiency in Microsoft Office (Outlook, Word, Excel and PowerPoint).
- Planning, organizing and co-ordinating abilities (able to multi-task and prioritise effectively).
- Action driven and results orientated.

Core Competencies
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations.

Behavioural Competencies
- Organisational Savvy - Maneuvering comfortably through complex policy, process and people related organizational dynamics.
- Manages Com



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