Job Description
Full job descriptionWho are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the three clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.What will you do?1. Data capturing by issuing or declining New Business cases.2. Ensure that New Business cases are issued as soon as possible after the proposal has been received.3. Follow-up on outstanding information when necessary.4. Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.5. Ensure clients are satisfied and retained.6. Willing to be multi-skilled to enhance skills and assist in other areas of the business.
Responsibilities + Skills
General life assurance knowledge will be beneficial.
Education
Data-capturing experience will be beneficial.Experience in a target-driven and production environment will be beneficial
Experience