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Date: 28 May 2024
SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
The Support Assistant : HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible. The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.
The Support Assistant will also have secondary responsibilities as required.
1. New Business Processing
Prepare final quotations
Prepare and finalise financial needs analysis using correct information supplied by advisers.
Ensure new business application forms are completed accurately and processed correctly
Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
Process AltRisk applications as and when required according to Sanlam rules
2. Customer Services
Ensure the accurate production of all customer portfolio review documentation and reports.
Regularly update and maintain customer, insurance and investment information in the customer management system.
Implementation of all switches or repurchases, including all fund manager follow-ups.
Co-ordination of all claims correspondence and life office follow-up of claims progress.
Record all customer contact on the customer management system.
Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.
Contribute towards the maintenance of existing customer relationships with the company
Drawing up of wills for walk-in clients. Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.
3. Outstanding premiums/lapse management
a) Draw outstanding premium list weekly.
b) Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
4. Case tracking
5. Create and manage daily unissued reports
6. Client and adviser follow ups for missing information/documents
7. Booking medicals
8. Liaising and relaying information with Sanlam HQ and responsible parties
What will make you successful in this role?Matric Minimum 2 years' experience in a similar environment Knowledge and skills MS: Office (Excel, Word, PP); Outlook;Knowledge of Sanfin and SanportService and customer orientatedNatural relationship builderPro-active and energeticGoal and target motivatedSocially confident and skilled to communicate well Drives ResultsFlexibility and AdaptabilityPlans and AlignsCommunicates EffectivelyBusiness InsightDecision Quality Process for application
• If you meet the above criteria, and is interested in applying for this role, please submit your CV.
• The closing date for applications is 05 June 2024. The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
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 aim is to help you 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 business clusters – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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