Location: Tygervalley, Western Cape, ZA
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high-quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
The Client Service Consultant Operations Claims will be responsible for the capturing of investment related instructions received from various stakeholders accurately and timeously, thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key OutcomesThe following outcomes will be expected to be achieved by the Client Service Consultant Operations – Claims:
Accurate processing of repurchases, external transfers, internal transfers, retirements and death claims, new business, and ad hoc investments.Ensuring all instructions received comply with the business rules and legal regulations.Apply various legislations where applicable (Section 14, Directive 135).Work closely with the legal department to ensure compliance.Assist in the prevention of fraud and money laundering by ensuring that all requirements are met.Daily/weekly contact with all industry role players (Brokers, advisors, SARS, Trustees etc.).Prepare recommendations for Trustees with respect to death/disability claims.Calculation of benefits with regards to death claims.Technical understanding and product knowledge of all investment products (discretionary and contractual).Solving problem queries from intermediaries & clients via phone, email, and fax.Daily quality assurance of all business processed.Ad-hoc client service project involvement.Work with a sense of urgency to ensure deadlines and SLAs are met.Assisting Business Analysts and IT with software release testing.Qualifications and ExperienceMatric / Grade 12.Relevant financial qualification would be to your advantage.2 years' experience within the Linked Investment Service Provider environment with strong administrative skills.DSP and CSP product knowledge would be to your advantage.Client focus.Cultivates innovation.Drive results.Relationship Building Skills.Communication Skills (English and Afrikaans).Attention to Detail.Accuracy.Numerical Skills.Computer Skills (MS Office products).Flexibility (overtime).Customer Service Orientation.Knowledge of the investment or linked product industry.Positive, enthusiastic attitude.Ability to work as part of a team.Ability to work under pressure.Ownership.AttributesPositive, enthusiastic attitude.Honesty, integrity and respect.Ability to work under pressure.Ability to cooperate and thrive both within an independent and team environment.Build a successful career with usWe'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 achieving great things. We pride ourselves in helping our employees to realize 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.
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationClosing Date: 12 November 2024
Glacier is committed to excellence and striving towards Employment Equity.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment 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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