Client Service Representative: NoW: SLS: SRS: Bellville

3 weeks ago

Bellville, South Africa Sanlam Full time

Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the three clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.
What will you do?

- Process transactions accurately and efficiently to ensure client satisfaction.
- Resolve and/or refer complaints to the relevant person/department – both from Pathologists, Nurses and Doctors on Wheels service providers and sales offices.
- Follow up on requests forwarded to service providers ensuring that appointments are made and kept.
- Update client information on a regular basis.
- Keep records updated daily with the feedback received from service providers.
- Link medical and other documentation to new business applications.
- Payments of medical examinations/accounts.
- Reconciliation of medical expense accounts (electronic & manual).
- Processing of documentation and letters.
- Open to be trained in other areas of the business.
- Ad-hoc tasks.

The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received.
What will make you successful in this role?

Qualification

- Grade 12
- Mathematics and/or Accounting as subject will be an advantage.
- Relevant tertiary qualification will be an advantage.

Experience:

- At least 1 - 2 years’ relevant experience in the Life Insurance industry within the New Business division.
- At least 1-year experience in a target and production driven environment.
- Experience in complaints handling.
- Exposure to reconciliation of accounts as well as payment of service providers.

Knowledge:

- Knowledge of Life Assurance and/or Financial Services industry.

Competencies:

- Communicates effectively (verbal & written)
- Telephony skills
- Administration orientation
- Decision quality
- Information gathering
- Cultivates innovation
- Concern for accuracy
- Plans and aligns
- Customer focus
- Collaborates
- Team success
- Drives results
- Being resilient
- Computer skills (able to type >28 words per minute)

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as Mi Way and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Being resilient - Contributing dependently
Collaborates - Contributing dependently
Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
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.

Closing Date: 8 November 2024
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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