Intermediary Support Assistant: Retentions

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do?
This is an administrative support position that reports directly to an Operations Manager in the region. The Intermediary Support Assistant role is there to render sales support and administration to Sanlam intermediaries and regional sales management.

Proactively contact active clients to enhance customer retention and provide support to intermediaries
Build positive working relationships with intermediaries and with clients for repeat businesses
Ensure high level of client satisfaction through proactive support
Provide internal feedback on how to improve client retention
Analyse client account trends to continuously improve client retention
Assist with other administrative tasks as needed
Provide lapse support to intermediaries and business stakeholders What will make you successful in this role?
To deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards
Manage time and workloads to ensure that deadlines and targets are met
Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer
Perform proactive and reactive activities designed to retain customers including but not limited to contacting clients to advise them of unsuccessful premium collection

**Qualification and Experience**:
Grade 12 or equivalent qualification
A relevant tertiary qualification would be advantageous
Client engagement/ client service/ call centre experience will be beneficial

**Knowledge and Skills**:
A minimum of 2 years relevant administrative experience within the financial services industry is preferred
Prior experience within a Broker or Advisor Services environment is preferred
Insurance product experience and knowledge of relevant quotation processes and systems is preferred

**Personal Qualities**:
Cultivates Innovation
Client Centricity
Drives Results
Collaborates
Flexibility and Adaptability
Plans and Aligns
Communicates Effectively
Action Oriented
Optimizes Work Processes
Treating Customers Fairly Turnaround time

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. Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.