Job Description
Full job descriptionWho are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.Purpose of the RoleTo provide various operational, administrative, and reporting activities across all channels to support the effective and efficient working of the branches and advisors.
Responsibilities + Skills
2. New Business Processing:Capture and attach all new business applications on the relevant system.Conduct affordability checks on all written policies, when required.Check and provide an update on SSLP pending new business.Ensure Stop Order lodgments/cancellations are coordinated and submitted by the required cut-off times.
Education
Scanning and indexing of paper-based applications.3. Policy ServicingEnsure that client amendments are submitted and processed timeously and follow up for completion.Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.
Experience
