Sanlam Group
Job purpose
The primary purpose of the Client Service Consultant is to process Claims on the Lisp Platform, including Discretionary claims, Withdrawal claims, Retirement claims and Savings withdrawal claims.
Key Outcome
Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.
Processes and service reporting
All tasks allocated are processed within standard SLA as per the relevant procedures.
Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders.
Loading and Authoring Claims (incl switches) per the relevant procedures.
Accurate use of D365, statuses & notes
Adherence to all internal protocols on administration.
Recording Errors to identify training Needs and to prevent future errors
Guiding and supporting peers with ongoing training of new staff and other areas as required by the business.
Ensure that all emails coming to the mailboxes are attended to.
Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards
Queries and complains
Ensure that queries are acknowledged and responded to accurately and within agreed time
Upskill the team to be able to handle queries
Manage complex queries, and resolve escalated queries
Responsible for team related Audit queries
Qualifications and experience
Grade 12
Having achieved or studying towards a relevant Degree/ Tertiary Qualification and/or Post Graduate qualification advantageous
5 years administration experience
Compass/D365 an advantage
What will make you successful in this role?
Competencies
Client focus
Strong knowledge and experience in the Linked Investment Service Providers (LISP) Industry.
Knowledge on legislation specific to the Pension Funds Act and the Long-Term Insurance Act
Cultivates innovation
Collaborates
Being resilient
Drive results
Rule orientation
Ability to delegate
Ability to manage expectations
Responsible & accountable
Resourceful problem solver
Effective Communicator
Attributes
Positive, enthusiastic attitude
Teamwork
Ability to thrive under pressure
Honesty, integrity and respect
Ability to adapt to change
Closing Date: 15 May 2026
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