Client Support Specialist

1 week ago


Cape Town, South Africa Sanlam Group Full time
Job title : Client Support Specialist - BellvilleJob Location : Western Cape, BellvilleDeadline : December 18, 2024Quick Recommended Links
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The overall purpose of the role:

Key Responsibilities:

  • To support the Client Relations Managers in the delivery of client service excellence.  
  • Preparation of new business documents, agenda packs, etc.
  • Distribution of electronic benefit statements and updating share-point accordingly
  • Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
  • Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction

Key Responsibilities (continues):

  • Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
  • Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
  • Member app/web – actively promote members to make use of the app/web
  • Preparation of meeting agendas and reports and follow-up of action items
  •  Effective handling and managing of telephone and email queries
  • Perform to a high standard and be prepared to develop in the role
  • Undertake additional training as required to fulfil the role
  • Actively participate in internal forums, training, and social events
  • Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system

Qualification and Experience:

  • Relevant tertiary financial/investment qualification
  • Minimum of 5 years relevant experience in the Employee Benefits industry
  • Good proficiency in Microsoft Office
  • Needs to understand, write, and speak Afrikaans.

Knowledge and Skills:

  • Knowledge of legislation applicable to the retirement fund industry
  • Previous retirement fund experience will be advantageous.
  • Certificate of Proficiency will be advantageous.
  • Knowledge of internal workflow systems and Client Portal will be advantageous.
  • Proficiency in MS Office (Word, Excel, and Outlook)

Personal Qualities:

  • Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
  • Courage - Stepping up to address difficult issues, saying what needs to be said.
  • Manages Complexity - Demonstrated ability and proven record to make complex decisions.
  • Ensures Accountability - Holding self and others accountable to meet commitments.
  • Plans and Aligns - Planning and prioritizing work to meet commitments aligned to organizational goals.

Core Competencies:

  • Cultivates Innovation by creating new and better ways for the organization to be successful.
  • Client Focus - Building strong customer relationships and delivering customer-centric solutions.
  • Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
  • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
  • Resilience - Rebounding from setbacks and adversity when facing difficult situations.

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