Sanlam Is Recruiting: CCC: Client Care Representative: Call – South Africa


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 office and an administration 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 customer’s expectations, particularly in terms of quality and time-lines 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:


  • Matric/Grade 12
  • A diploma or degree from a tertiary institution will be an advantage.

Knowledge and Experience:

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


  • 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

Knowledge and SkillsCustomer Service


Quality, compliance and accreditationTeam Support

Personal Attributes

Communicates effectively – Contributing independentlyAction orientated – Contributing independentlySituational adaptability – Contributing independently

Optimises work processes – Contributing independently

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