Branch Administrator-mount Frere

**Who are we?**

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

**What will you do?**

**On boarding and administration of advisor/SAI’s and new broker contracts**:

- Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
- Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
- Ensure all branch training registers are updated and filed monthly.
- Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.
- Complete adviser and manager’s On Boarding Recruitment ( Rep Packs ) forms accurately.

**New Business Processing**:

- Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-off times.
- Prepare and submit lodgements as per the required processes and timelines.
- Identify and correct account-related rejections.
- Internal Audits on Outsourced business
- Verification calls on SAI and Broker business.
- Ensure business riles are adhered to

**Digital sales device management**:

- Assistance with the order, allocation, distribution of devices
- Administration towards device management including stolen/lost devices, forensics reporting
- Troubleshooting and reporting on damaged devices
- Manage team central file of asset allocation and returns.
- Provide monthly support and guidance on new Dash Boards for Sales Managers/Branch Managers.
- Reporting weekly common errors to Sales Managers.

**Ad hoc administrative support**:

- Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
- Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
- Prepare the required data for advance commission payments/loans.
- Assist with training of external system users, and access.
- Assist with stock management/toner orders and stationery and update company asset registers
- Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
- Support Advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events
- Check Advisor Accreditations and advise where accreditations have expired and any matter concerning advisor accreditations

**What will make you successful in this role?**

**QUALIFICATIONS**:

- Matric (Grade 12)
- Diploma or degree in related field will be advantageous.

**KNOWLEDGE AND EXPERIENCE**:

- In-depth understanding of industry standards
- Working knowledge of products and services (advantageous)
- Knowledge of regulatory and compliance frameworks would be advantageous.
- Customer engagement principles

**Experience**:

- 2 - 3 Years experience in an administrative capacity in an operational environment.
- Experience in the insurance industry would be advantageous.
- Demonstrated client engagement experience.
- Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)

**Qualification and Experience**
- Grade 12 with 1 to 2 years related experience.**Knowledge and Skills**
- General Administrative Practices- Risk, debt, MI and budgeting- Client relationship management- Logistical and events/meeting co-ordination**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- Drives results - Contributing dependently- Collaborates - Contributing dependently- Being resilient - Contributing dependently**Turnaround time**Our commitment to transformation**

The Sanlam Group is com