Client Support Specialist

6 months ago

Durban, South Africa Sanlam Full time

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. Key responsibilities
To support the Client Relations Managers in the delivery of client service excellence.
Preparation of new business documents, agenda packs, etc.
Distribution of electronic benefit statements and updating share-point accordingly
Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
Member app/web - actively promote members to make use of the app/web
Preparation of meeting agendas and reports and follow-up of action items
Perform to a high standard and be prepared to develop in the role
Undertake additional training as required to fulfil the role
Actively participate in internal forums, training, and social events
Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.
Qualifications and experience
Relevant tertiary financial/investment qualification
Minimum of 5 years relevant experience in the Employee Benefits industry
Good proficiency in Microsoft Office
Needs to understand, write, and speak fluent English.
Knowledge and skills
Knowledge of legislation applicable to the retirement fund industry
Previous retirement fund experience will be advantageous.
Certificate of Proficiency will be advantageous.
Knowledge of internal workflow systems and Client Portal will be advantageous.
Proficiency in MS Office (Word, Excel, and Outlook)
Personal qualities
Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
Courage - Stepping up to address difficult issues, saying what needs to be said.
Manages Complexity - Demonstrated ability and proven record to make complex decisions.
Ensures Accountability - Holding self and others accountable to meet commitments.
Plans and Aligns - Planning and prioritizing work to meet commitments aligned to organizational goals.
Core competencies
Cultivates Innovation by creating new and better ways for the organization 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.
Turnaround time

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