Support Assistant: Hpc: Sanlamconnect: Umhlanga

4 months ago

Umhlanga, South Africa Sanlam Full time

SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

**What will you do?**
- The Support Assistant will also have secondary responsibilities as required.- 1. New Business Processing- Prepare final quotations
- Prepare and finalise financial needs analysis using correct information supplied by advisers.- Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
- Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.-
2. Customer Services- Ensure the accurate production of all customer portfolio review documentation and reports.
- Regularly update and maintain customer, insurance and investment information in the customer management system.
- Implementation of all switches or repurchases, including all fund manager follow-ups.
- Co-ordination of all claims correspondence and life office follow-up of claims progress.
- Record all customer contact on the customer management system.- Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
- Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.
- Contribute towards the maintenance of existing customer relationships with the company
- Drawing up of wills for walk-in clients. Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.3. Outstanding premiums/lapse managementa) Draw outstanding premium list weekly.
- b) Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option4. Case tracking
- 5. Create and manage daily unissued reports
- 6. Client and adviser follow ups for missing information/documents
- 7. Booking medicals
- 8. Liaising and relaying information with Sanlam HQ and responsible parties**What will make you successful in this role?**

**Qualification & experience**
- Matric
- Minimum 2 years’ experience in a similar environment

**Knowledge and skills**
- MS: Office (Excel, Word, PP); Outlook;
- Knowledge of Sanfin and Sanport
- Service and customer orientated
- Natural relationship builder
- Pro-active and energetic
- Goal and target motivated
- Socially confident and skilled to communicate well

**Personal qualities**
- Cultivates Innovation
- Client Centricity
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Plans and Aligns
- Communicates Effectively
- Business Insight
- Optimizes Work Processes
- Decision Quality
- Treating Customers Fairly**Turnaround time**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 - SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.- 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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