Ccc: Client Care Representative: General Basket
4 days 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 Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. RA 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 we Live in Confidence 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**:
- Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.- You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer expectations, particularly in terms of quality and time-lines in compliance with the company standards.-
**Role Requirements**:
**Qualifications**:
- Matric/Grade 12 with Mathematics and or Accounting.- Relevant business degree/diploma from a well-recognised institution will be an advantage.**Knowledge and Experience**:
- Policy services administration experience within a financial company is highly recommended.- Centre experience will be to your advantage.- Ability to communicate fluently 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- literate**Knowledge and Skills**
- Customer Service- Team Support- Administration- Quality, compliance and accreditation**Personal Attributes**
- Communicates effectively - Contributing dependently- Decision quality - 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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**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 companys transformation plan.**
**Please take note that the position is based at Sanlam Head Office in Bellville**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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