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Client Care Representative: Half Day
2 weeks ago
Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. What will you do?
The Sanlam Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. SRA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
As a company we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
What will make you successful in this role?
**Output/Core Tasks**:
- The Client Care Centre environment is divided into three divisions, a call centre, a front of office and an administration division that deals with all other types of communication and correspondence from our customers.
- You will be responsible to stand in for the current Administrative Assistant and floor walker in the walk-in centre.
- Effectively create walk in clients on the system and refer them to the correct point of service.
- Refer clients to the self-help hubs and make sure the necessary documents are received, completed and referred to correct division within Sanlam.
**Role Requirements**:
**Qualifications**:
- Matric/Grade 12
- A tertiary qualification (Diploma or Degree) from a well-recognised institution will be an advantage.
**Knowledge and Experience**:
- Life insurance customer service experience.
- Experience in assurance administration.
- Ability to communicate in English and Afrikaans is a requirement.
**Competencies**:
- Must have passion for customer services
- Strong communication skills
- Aptitude to identify and solve problems
- Capacity to manage information
- Very good Interpersonal skills
- You must have Integrity and hold respect for others
- Computer literate
Core Competencies Cultivates innovation - Contributing dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Being resilient - Contributing dependently Drives results - Contributing dependently Turnaround time
Appointments will be made in line with the company’s transformation plan.
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.
