Regional Secretary at Sanlam Group

Job description

Position Details

Sanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the South African entry-level market. These solutions cover needs such as funeral insurance, savings for education, life cover and personal accident plans. This business consists of 61 sales branches and 106 client care offices, conducting business through over 400 brokers and 3 700 tied agents, all dedicated to meeting the financial needs of its clients and their families.

Position Description Key Responsibilities

• Serve as a direct support to the Regional Manager and the region at large
• Ensuring that the rep recruitment process is adhered to in line with company requirements
• Management of the regional manager’s diary
• Audit of new business within the region
• Timeously compile monthly reports & Business stats within region
• Assist with capturing of new business within the region
• Typing general correspondence and minute taking
• General office duties: faxing, filing, e-mail, petty cash and assisting with other functions on an adhoc basis
• Provide support to walk in clients
• System access and control and the management of IT equipment for region and branches
• Ensure compliance to Treating Customers Fairly (TCF) Legislation

Role Requirements

Education/ Qualifications:

• Matric (Grade 12)
• Computer literate (MS Office, Excel)

Experience & Knowledge

• Minimum of 2 years’ experience as secretary
• Strong language proficiency in English and the area specific vernacular
• Experience in the Insurance industry an advantage

Competencies

• Client Focus
• Planning and organising skills
• Problem solving skills
• Excellent verbal and written communication skills
• Attention to detail
• Team player
• Deadline driven
• Quality orientated
• Customer Service Orientated
• Ability to work under pressure