Premium Retentions Consultant
9 hours ago
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 porducts, as well as group schemes. What will you do?
Telephonic retentions on arrear policies (outbound and inbound)
To provide efficient and quality service to the customer
Application of the standard operating procedures in place
Compliance to industry legislation and guidelines governing collection of arrear premiums on insurance products
Tracking of outcomes for all policies handled to determine where escalated treatment is needed
Responsible for daily/weekly/monthly reporting
Obtain and provide information from/to various stakeholders (Billing, Finance, etc)
Query and complaint handling
Identify problem areas and trends, propose resolution and prevention What will make you successful in this role?
Qualification & experience
Matric
Knowledge and Skills
Additional studies of a financial nature (in progress or complete) will be an advantage
At least two years’ experience in the financial services industry. Call Centre experience an advantage.
Advanced MS Office (Excel, PowerPoint)
Personal Qualities
Well-developed communication (written & verbal) skills
Negotiating Skills
Assertiveness
Conflict Management
Accuracy and attention to detail
Analysing
Relating & networking
Adapting and responding to change
Problem solving
Ability to work independently and be a team player
Good planning and organisational skills
Proactivity
Confidence and Decisiveness Personal Attributes Plans and aligns - Contributing dependently Communicates effectively - Contributing dependently Action orientated - Contributing dependently Optimises work processes - Contributing dependently 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 Being resilient - Contributing dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Cultivates innovation - Contributing dependently Drives results - Contributing dependently 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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