Client Care Representative - Sanlam Group

The Sanlam Retail Affluent business (SRA) is dedicated to empowering 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.

What will you do?

The Sanlam Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. SRA 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 a company, 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.

What will make you successful in this role?

Output/Core Tasks:

• The Client Care Centre environment is divided into three divisions, a call centre a front of the office and an administrative division that deals with all other types of communication and correspondence from our customers.
• You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customers’ expectations, particularly in terms of quality and timelines in compliance with the company’s standards.
• Effectively deal with all client calls investigating, and ensuring resolution of client policy service enquiries.
• Please note that this is an inbound call centre position.

Role Requirements:

Qualifications:

• Matric/Grade 12
• A tertiary qualification (Diploma or Degree) from a well-recognised institution is a requirement.

Knowledge and Experience:

• Life insurance customer service experience.
• Experience in assurance administration.
• Competent with the administration of life covers, retirement annuities, savings plans and investments.
• Ability to communicate English, Afrikaans and any African Language is a requirement.

Competencies:

• Must have passion for customer services
• Strong communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Very good Interpersonal skills
• You must have Integrity and hold respect for others
• Computer literate