- Clerical/Admin.
- Permanent
- Sanlam
- Sanlam Personal Finance
Position Details
The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs. As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. 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
Position Description
Key Responsibilities
- Handle client enquiries and refer to Client Care Centre.
- Verify and change client records.
- Handle all incoming and outgoing postage.
- Scan and refer documents to Client Service Centres and Head Office.
- Take responsibility for administrative task in the office.
- Leads generation for sales.
- Workplace management.
- Provide performance statistics.
Minimum Requirements
1. Qualifications:
- Matric/Grade 12
2. Experience:
- Front office client services experience.
- Financial administration and services experience is essential.
- Preference will be given to staff that has previous Sanlam Policy Services experience
3. Knowledge:
- Fluent in English and Xhosa
Competencies
- Ability to work independent
- Client Service orientation
- Very good communication skills
- Ability to take ownership
- Interpersonal sensitivity
- Sense of order and accuracy
- Computer literate
