Sanlam Is Hiring: Client Support Specialist – Alice Lane,South Africa


Key Responsibilities:

To support the Client Relations Managers in the delivery of client service excellence.
Preparation of new business documents, agenda packs, etc.
Distribution of electronic benefit statements and updating share-point accordingly
Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships
Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists

What will you do? (continues)
Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
Member app/web – actively promote members to make use of the app/web
Preparation of meeting agendas and reports and follow-up of action items
Effective handling and managing of telephone and email queries
Perform to a high standard and be prepared to develop in the role
Undertake additional training as required to fulfil the role
Actively participate in internal forums, training and social events
Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system

Qualification & Experience

Relevant tertiary financial/investment qualification
Minimum of 5 years relevant experience in the Employee Benefits industry
Good proficiency in Microsoft Office
Knowledge and Skills
Knowledge of legislation applicable to the retirement fund industry
Previous retirement fund experience will be advantageous
Certificate of Proficiency will be advantageous
Knowledge of internal workflow systems and Client Portal will be advantageous
Proficiency in MS Office (Word, Excel and Outlook)

Personal Qualities

Responsible with a high level of accountability

Excellent interpersonal and communication (written, verbal and understanding) skillsClient focusProfessional profileExcellent report writing skillsEffective time management skills

Personal QualitiesProcess orientatedSelf-motivated with a strong focus on delivery

Conceptual thinking skills

Must be able to work under pressure, Individually or as member or a teamTeam playerInnovative thinker with good problem-solving skills

FlexibleAble to adapt to change

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.

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