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Client Service Representative: Nurses on Wheels: RA: Sanlam Risk & Savings: Bellville: PG 5/6Location: Bellville, Western Cape, South Africa
Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
• Process transactions accurately and efficiently to ensure client satisfaction.
• Resolve and/or refer complaints to the relevant person/department – both from Pathologists, Nurses and Doctors on Wheels service providers and sales offices.
• Follow up on requests forwarded to service providers ensuring that appointments are made and kept.
• Update client information on a regular basis.
• Keep records updated daily with the feedback received from service providers.
• Link medical and other documentation to new business applications.
• Payments of medical examinations/accounts.
• Reconciliation of medical expense accounts (electronic & manual).
• Processing of documentation and letters.
• Open to be trained in other areas of the business.
The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received. What will make you successful in this role?Qualification:
• Mathematics and/or Accounting as subject will be an advantage.
• Relevant tertiary qualification will be an advantage.
Experience:
• At least 1 - 2 years' relevant experience in the Life Insurance industry within the New Business division.
• At least 1-year experience in a target and production driven environment.
• Experience in complaints handling.
• Exposure to reconciliation of accounts as well as payment of service providers.
Knowledge:
• Knowledge of Life Assurance and/or Financial Services industry.
• Communicates effectively (verbal & written)
• Telephony skills
• Cultivates innovation
• Plans and aligns
• Customer focus
• Computer skills (able to type >28 words per minute)
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 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 Being resilient - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently
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 transformationThe 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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