Who are we?
The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
What will you do?
You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.
Effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries
Responsibilities + Skills
Must have passion for customer servicesStrong communication skillsAptitude to identify and solve problemsCapacity to manage informationVery good Interpersonal skillsYou must have Integrity and hold respect for others
Matric/Grade 12A tertiary qualification which can either be a Diploma or Degree from a well-recognised institution is a requirement.
Policy services administration experience within a financial company is highly recommended.Call Centre experience will be to your advantage.Ability to communicate Fluently in these languages: English, Afrikaans an any African Language is a requirement.