Policy Servicing Administrator
1 week ago
Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail porducts, as well as group schemes. What will you do?
Provide service/accurate processing/administering of requests from clients on the following:
Debit and Stop order switching
Change of beneficiaries
Reinstatements of policies
Adding/removing policy benefits
Adding/removing of escalations on policies
Reviews and updates insurance policies for clients to ensure accuracy
Reviewing cancellation requests
Adding/removing of cession on policies
Accurate feedback provided to clients and intermediary
Handling Client Requests
Handling Premium Admin Queries & Requests
Adhoc Quality Assurance performed as and when required
Policy Retentions and Generations of leads. What will make you successful in this role?
Customer Service certificate
At least 3 years insurance administration and client service experience, preferably in a client services environment.
Computer literacy in MS Office
Product knowledge for both Channel and Sanlam Retail Mass
Operational knowledge of internal systems including FAFA, Shango, Skyview, PAVLOV and Avaya.
Degree/Diploma in Business Admin is an Advantage Knowledge of PPR Legislation (advantageous)
Previous Call Centre experience is an Advantage Qualification and Experience Grade 12 Knowledge and Skills Processing transactions and conduct simple calculations Data collection and analysis Record keeping, filing and maintenance of databases Maintain work standards and quality verification Personal Attributes Plans and aligns - Contributing dependently Communicates effectively - 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Being resilient - Contributing dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Cultivates innovation - Contributing dependently Drives results - Contributing dependently Turnaround time
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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