Client Sales and Service Consultant

1 week ago

Johannesburg, South Africa Sanlam Full time

Who are we?
Sanlam Developing Markets Limited (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. There are four businesses within the SA Retail Mass cluster, namely: Group Business, Individual Life and Safrican Insurance.

Sanlam Values
- Collaboration
- Care
- Innovation
- Integrity

What will you do?
This role entails servicing of SDM’s corporate client’s employees as well as growing our corporate voluntary book. The role will require collaboration with internal and external stakeholders, and the coordination of the DRA and Operations team as well as providing operational support to the Group Business Team.

Key Responsibilities

**Service Support**:

- Assist employers and employees during induction and on boring of the compulsory benefit,
- Corporate account and relationship management
- Resolve complaints and queries with regards to claims, premiums, etc.
- Assist employees with claims and policy amendments.
- Participate in wellness days
- Product presentation to brokers/clients
- Collate data and prepare monthly compliance and service escalation reports
- Ensure adherence to procedures and processes that support the company and departmental standards
- Schedule appointments with corporate clients and other employer HR Managers from different regions, power stations and other corporate facilities.
- Travel nationally to do presentations on products to corporate clients and other employees with the intention to get new members to join the schemes
- Liaise between operations and members by; tracking all forms brought back from sites, scanning and submission of forms to operations, follow up to check on progress and providing feedback to members or HR.

**New Business**:

- Achive new business sales targets
- Cross-sell Group Business voluntary products
- Source new clients, corporate brokers and employer groups
- Cross-sell a wide range of other insurance products within the retail mass cluster.

Qualification and Experience
- Matric / Grade 12
- Relevant business degree or diploma or industry recognised qualification on a NQF5 level or higher
- RE 5 certified
- Fully FAIS Compliant

Knowledge and Skills
- Knowledge of industry regulations e.g. POPI and TCF
- Experience in customer relationships
- Experience in handling customer complaints and managing SLA’s
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Valid driver’s license and own car

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 and meets deadlines, 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 Complexity - Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
- Drives Engagement - Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
- Displays Care - Showing care and consideration to our clients that extends beyond professionalism.

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 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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