Apply: Administrator: Individual New Business Intern – Sanlam
What will you do?
The primary purpose of this role is to provide exceptional service across different product types all on LISP platform. In this role you will be responsible to service internal and external clients, and manage client service by maximising business efficiency and minimising business risk.
Key Outcomes
The following outcomes will be expected to be achieved:
Accountable for the screening and processing of instructions in accordance with the latest checklists and procedure guides.
Accountable for all the processes and procedures specific to the role.
Communicate accurate, in-depth information on time as and when required through MS CRM, telephone, and email that is specific and case related to clients and within the different areas.
Ensure adherence to applicable procedure in terms of filing (both electronic and manual)
Adhere to company policy and procedure in terms confidentiality and record keeping/ storage of electronic data
Ensure that the CRM system is updated 100% with detailed comments.
Compile daily work on hand report.
Take ownership of client queries and respond to client within agreed SLA.
Ensure accurate resolution to client query within or on the promised date by applying knowledge or requesting necessary resources.
Adhering to procedures, relevant legislation, and checklists and controls.
Adhere to training requirement including keeping up with changes in legislation.
Provide support to team members when required.
Qualifications and experience
Matric/Grade 12Relevant Finance Degree/Diploma/ Tertiary Qualification
Competencies
Following instructions and procedures
Client focus
Cultivates innovation
Collaborates
Being resilient
Drive results
Innovative Thinking
Performance driven
Communication Skills
MS Office
Interpersonal Skills
Time Management
Attributes
Positive, enthusiastic attitude
Teamwork
Ability to work under pressure
Honesty, integrity and respect
Self-starter and self confidence
What will make you successful in this role?
Qualification and Experience
Grade 12 or Diploma with 3 to 4 years related experience.
Knowledge and Skills
General Administrative Practices
Risk, debt, MI and budgeting
Logistical and events/meeting co-ordination
Client relationship management
Personal Attributes
Interpersonal savvy – Contributing independently
Decision quality – Contributing independently
Action orientated – Contributing independently
Optimises work processes – Contributing independently
CLOSING DATE: NOT SPECIFIED
