What will you do?<\/p>\n
\tThe Support Assistant: HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible.
\n\tThe position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral. \u00a0
\n\tThe Support Assistant will also have secondary responsibilities as required.<\/p>\n
New Business Processing<\/p>\n
\tPrepare final quotations
\n\tPrepare and finalise financial needs analysis using correct information supplied by advisers.
\n\tEnsure new business application forms are completed accurately and processed correctly
\n\tFollow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
\n\tCapture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
\n\tProcess AltRisk applications as and when required according to Sanlam rules<\/p>\n
Customer Services<\/p>\n
\tEnsure the accurate production of all customer portfolio review documentation and reports.
\n\tRegularly update and maintain customer, insurance and investment information in the customer management system.
\n\tImplementation of all switches or repurchases, including all fund manager follow-ups.\u00a0
\n\tCo-ordination of all claims correspondence and life office follow-up of claims progress.
\n\tRecord all customer contact on the customer management system.
\n\tEnsure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
\n\tEnsure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers. \u00a0
\n\tContribute towards the maintenance of existing customer relationships with the company
\n\tDrawing up of wills for walk-in clients. \u00a0Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.<\/p>\n
Outstanding premiums\/lapse management<\/p>\n
\tDraw outstanding premium list weekly.
\n\tContact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
\n\tCase tracking\u00a0
\n\tCreate and manage daily unissued reports\u00a0
\n\tClient and adviser follow ups for missing information\/documents\u00a0
\n\tBooking medicals\u00a0
\n\tLiaising and relaying information with Sanlam HQ and responsible parties\u00a0<\/p>\n
What will make you successful in this role?<\/p>\n
Qualification & experience\u00a0<\/p>\n
\tMatric\u00a0
\n\tMinimum 2 years\u2019 experience in a similar environment<\/p>\n
Knowledge and skills\u00a0<\/p>\n
\tMS: Office (Excel, Word, PP); Outlook.
\n\tKnowledge of Sanfin and Sanport
\n\tService and customer orientated
\n\tNatural relationship builder
\n\tPro-active and energetic
\n\tGoal and target motivated
\n\tSocially confident and skilled to communicate well\u00a0<\/p>\n
Personal qualities<\/p>\n
\tCultivates Innovation
\n\tClient Centricity\u00a0
\n\tDrives Results
\n\tCollaborates
\n\tFlexibility and Adaptability
\n\tPlans and Aligns
\n\tCommunicates Effectively
\n\tBusiness Insight
\n\tOptimizes Work Processes
\n\tDecision Quality
\n\tTreating Customers Fairly<\/p>\n
The closing date for applications is\u00a030 April \u00a02026.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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