Client Support Specialist

Job Description

Who are we?Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits. What will you do?Key Responsibilities:To support the Client Relations Managers in the delivery of client service excellence.Preparation of new business documents, agenda packs, etc.Distribution of electronic benefit statements and updating share-point accordinglyActively behave in a manner required to establish, maintain and advance business and stakeholder relationshipsEstablishes and develop relationships with internal and external stakeholders to maintain client satisfactionAssist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed listsProvide support to clients on Client portal for all transactions (contributions, claims, statements and reportingMember app/web – actively promote members to make use of the app/webPreparation of meeting agendas and reports and follow-up of action itemsEffective handling and managing of telephone and email queriesPerform to a high standard and be prepared to develop in the roleUndertake additional training as required to fulfil the roleActively participate in internal forums, training and social eventsAssistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal

Responsibilities + Skills

Excellent interpersonal and communication (written, verbal and understanding) skillsClient focusProfessional profileExcellent report writing skillsEffective time management skills

Education

Experience

experience. Knowledge and SkillsKnowledge of legislation applicable to the retirement fund indusexperience. Knowledge and SkillsKnowledge of legislation applicable to the retirement fund industryPrevious retirement fund experience will be advantageoustryPrevious retirement fund experience will be advantageous

Job Summary

  • Published on: Friday, 12th February 2021
  • Designation: Client Support Specialist
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: 0
  • Gender:
  • Application Deadline: Friday, 12th February 2021

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website: www.sanlam.co.za
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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