Cross Sell Operations Consultant

2 weeks ago

Johannesburg, 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?

Provide service/accurate processing/administering of requests from advisors/clients on the following:
New Business on boarding
Policy Administration
Reviews and updates insurance policies for clients to ensure accuracy
Reviewing policy information and cancellation documents received from financial organisations
Provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework
Update and inform customers and client public of our new products.
Writing letters to financial organisations
Sales Leads generation, leads qualification & sales
Providing effective support to intermediaries and clients
Provide accurate feedback to clients and intermediary
Policy Retentions What will make you successful in this role?

**Qualifications**:
Matric
RE5 Qualification
Degree/Diploma in Business Admin is an Advantage

**Experience & Knowledge**:
At least 2 years insurance administration and client service experience
At least 12 months industry experience within sales or marketing
Computer literacy in MS Word and Excel is essential.
Life Insurance Product knowledge
Knowledge of PPR Legislation(advantageous)
Experience in the Insurance industry an advantage

Competencies
Analysing and Problem Solving
Written Communication
Adapting and responding to change
Coping with pressure and setbacks
Teamwork
Client Service & Sales Orientation
Proactivity
Accuracy
Driving Results
Ability to influence client decision
Confident decision maker
Great business acumen
Adhering to principles and values Personal Attributes Organisational savvy - Contributing strategically Balances stakeholders - Contributing strategically Plans and aligns - Contributing strategically Optimises work processes - Contributing strategically 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. Core Competencies Cultivates innovation - Contributing strategically Customer focus - Contributing strategically Drives results - Contributing strategically Collaborates - Contributing strategically Being resilient - Contributing strategically Turnaround time
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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