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Client Support Specialist

2 months ago

Cape Town, Western Cape, South Africa Sanlam Full time
About Sanlam Corporate

Sanlam Corporate is a leading provider of risk, investment, and administration services to institutions and retirement funds. Our mission is to deliver exceptional client service and create customized employee benefits solutions that meet the unique needs of our diverse clients.

Key Responsibilities
  • Support Client Relations Managers in delivering client service excellence
  • Prepare new business documents, agenda packs, and other materials
  • Distribute electronic benefit statements and update SharePoint accordingly
  • Establish and develop relationships with internal and external stakeholders to maintain client satisfaction
  • Assist clients in meeting their obligations under Section 13A by working through monthly unconfirmed lists
  • Provide support to clients on the Client Portal for all transactions, including contributions, claims, statements, and reporting
  • Member app/web – promote members to use the app/web
  • Prepare meeting agendas and reports and follow up on action items
  • Effectively handle and manage telephone and email queries
  • Perform to a high standard and be prepared to develop in the role
Qualification and Experience
  • Relevant tertiary financial/investment qualification
  • Minimum of 5 years relevant experience in the Employee Benefits industry
  • Good proficiency in Microsoft Office
  • Ability to understand, write, and speak Afrikaans
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 – 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

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.