Company:
Sanlam Group
Industry: Banking / Financial Services
Deadline: Not specified
Job Type: Full Time
Experience: 2 – 3 years
Location: KwaZulu-Natal
Province: Newcastle
Field: Administration / Secretarial
Purpose of the role
- 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
- On boarding and administration of advisor/SAI’s and new broker contracts
- New Business Processing:
- Policy Servicing
- Retentions Reporting
- Ad hoc administrative support
- 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
