Sanlam Developing Markets [SDM] is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.
* To provide various operational, administrative, and reporting activities across all channels to support the effective and efficient operational functioning of the branches and advisors.
Key Responsibilities
1. On boarding and administration of advisor/SAI’s and new broker contracts
2. New Business Processing
3. Policy Servicing
4. Retentions Reporting
5. Ad hoc administrative support
6. Digital sales device management
Qualifications
* Matric (Grade 12)
* Diploma or degree in related field will be advantageous
Knowledge and Experience
Knowledge:
* In-depth understanding of industry standards
* Working knowledge of products and services (advantageous)
* Knowledge of regulatory and compliance frameworks would be advantageous
* Customer engagement principles
Experience:
* 2 - 3 years experience in an administrative capacity in an operational environment
* Experience in the insurance industry would be advantageous
* Demonstrated client engagement experience
* Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)
Skills and Competencies
* Attention to detail
* Organised and structured
* Coping with high volumes of work (emotional resilience)
* Client service orientation
* Adhering to principles and values
* Analysis and interpretation
Build a successful career with us
We’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
* Cultivates innovation - Contributing dependently
* Customer focus - Contributing dependently
* Drives results - Contributing dependently
* Collaborates - Contributing dependently
* Being resilient - Contributing dependently
Turnaround time
The 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 transformation
The 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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