Intermediary Support Assistant: Retentions

6 months ago


Pretoria, South Africa Sanlam Full time

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do?
This is an administrative support position that reports directly to an Operations Manager in the region. The Intermediary Support Assistant role is there to render sales support and administration to Sanlam intermediaries and regional sales management.

Proactively contact active clients to enhance customer retention and provide support to intermediaries
Build positive working relationships with intermediaries and with clients for repeat businesses
Ensure high level of client satisfaction through proactive support
Provide internal feedback on how to improve client retention
Analyse client account trends to continuously improve client retention
Assist with other administrative tasks as needed
Provide lapse support to intermediaries and business stakeholders What will make you successful in this role?
To deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards
Manage time and workloads to ensure that deadlines and targets are met
Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer
Perform proactive and reactive activities designed to retain customers including but not limited to contacting clients to advise them of unsuccessful premium collection

**Qualification and Experience**:
Grade 12 or equivalent qualification
A relevant tertiary qualification would be advantageous
Client engagement/ client service/ call centre experience will be beneficial

**Knowledge and Skills**:
A minimum of 2 years relevant administrative experience within the financial services industry is preferred
Prior experience within a Broker or Advisor Services environment is preferred
Insurance product experience and knowledge of relevant quotation processes and systems is preferred

**Personal Qualities**:
Cultivates Innovation
Client Centricity
Drives Results
Collaborates
Flexibility and Adaptability
Plans and Aligns
Communicates Effectively
Action Oriented
Optimizes Work Processes
Treating Customers Fairly Turnaround time

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. Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.



  • Pretoria, Gauteng, South Africa Santam Insurance Full time

    Job TitleBroker Support ManagerAbout the RoleThis is a senior management position within Santam Insurance, reporting to a higher-level manager. The Broker Support Manager will provide strategic leadership to intermediary relationships at an operational and tactical level, focusing on efficiency, growth, and profitability in line with intermediary and Santam...


  • Pretoria, South Africa Sanlam Full time

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors...


  • Pretoria, South Africa Sanlam Full time

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors...


  • Pretoria, South Africa Sanlam Full time

    **Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. 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 financial...


  • Pretoria, South Africa Financial Sector Conduct Authority Full time

    **Purpose of the Job**: To assist the department in ensuring that the approved authorised Financial Services Providers (FSPs) and their Compliance Officers complies with the Financial Advisory and Intermediary Services (FAIS) legislation. The person appointed to this position will report to the Manager. **Key Performance Areas**: - Monitor compliance with...

  • Senior Analyst

    3 months ago


    Pretoria, South Africa Financial Sector Conduct Authority Full time

    **Purpose of the Job** The Markets, Issuers and Intermediaries Department of the FSCA is responsible for licensing and supervising market infrastructures (i.e exchanges) operating within the South African financial markets in terms of the Financial Markets Act, 2012 (Act no 19 of 2012). The department has oversight responsibilities over public markets,...

  • Retentions Consultant

    6 months ago


    Pretoria, South Africa Talent Evolution Full time

    **Duties**: - Make outbound calls/inbound calls to engage with existing customers to retain new and existing business and ensure high retention rates. - Understand and effectively communicate product offerings, value propositions, and benefits to prospective and current clients. - Address customer inquiries, concerns, and objections, providing prompt and...


  • Pretoria, South Africa Santam Insurance Full time

    Job title : Broker Support ManagerJob Location : Gauteng, PretoriaDeadline : December 04, 2024Quick Recommended Links Jobs by Location Job by industries Job Description The Broker Support Manager will provide dynamic leadership to ensure intermediary relationships at a strategic and operational level with the focus on efficiency, growth and profitability...

  • Retention Officer

    6 months ago


    Pretoria, South Africa Fidelity Services Group Full time

    **Position**: Retention Officer **Reporting to**: Finance Manager, CashMaster **Location**: Waltloo, Pretoria **Duration**: Full-Time The purpose of the Retention officer is to design and implement customer retention strategies to increase satisfaction, loyalty and retain business. The incumbent will play a crucial role in preserving the company's...


  • Pretoria, South Africa Sanlam Full time

    About the Company- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...


  • Pretoria, South Africa Sanlam Full time

    About the Company Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...


  • Pretoria, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...


  • Pretoria, South Africa Sage Full time

    At Sage, we are dedicated to empowering businesses to thrive in the digital age. As a global leader in [industry/sector], we provide innovative solutions that streamline operations and drive growth. Our commitment to customer success is at the core of everything we do. We are seeking a dynamic and results-driven Contract Renewals Manager to join our team and...


  • Pretoria, South Africa Sage Full time

    Are you passionate about driving customer retention and fostering strong partnerships? We’re looking for a dedicated professional to lead contract renewal processes for our medium business segment. In this role, you’ll ensure customer satisfaction, exceed renewal revenue targets, and support the success of Sage’s cloud migration strategy. **Key...


  • Pretoria, South Africa AJ Personnel Full time

    **Main purpose of the job**: - To provide oversight, and management of the Wits RHI retention interventions within the specified geographical area in the achievement of project targets and improve HIV and TB-related health outcomes **Location**: - **Pretoria - Tshwane** **Key performance areas**: - Coordinate and manage the implementation of retention...


  • Pretoria, South Africa Watershed Consulting Full time

    ResponsibilitiesManaging Arrear PremiumsEngage with clients regarding overdue premium payments.Notify clients about the current status of their policies and the implications of unpaid premiums.Encourage clients to settle arrears or update their payment methods.Clearly explain available payment options to clients.Provide clients with relevant banking details...


  • Pretoria, Gauteng, South Africa Watershed Consulting Full time

    About the RoleWatershed Consulting is seeking a skilled Insurance Retention Specialist to join our team. As a key member of our client services division, you will play a crucial role in ensuring the success of our clients by effectively managing arrear premiums and lapsed policies.Key ResponsibilitiesArrear Premium Management:Engage with clients to address...


  • Pretoria, South Africa Jobted ZA C2 Full time

    Responsibilities Managing Arrear Premiums - Engage with clients regarding overdue premium payments. - Notify clients about the current status of their policies and the implications of unpaid premiums. - Encourage clients to settle arrears or update their payment methods. - Clearly explain available payment options to clients. - Provide clients with...

  • Support Supervisor

    6 months ago


    Pretoria, South Africa Green Marble Recruitment Consultants Full time

    Elevate your career and lead the charge in customer support excellence! We're in search of a dynamic Support Supervisor to steer our call center team to new heights. If you have a passion for empowering agents, delivering exceptional customer experiences, and thrive in a fast-paced environment, this is your chance to be the driving force behind our...


  • Pretoria, South Africa PPS Recruitment Full time

    **Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...