Field Administrator 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

• Checking validity of New Business Application forms and recruitment documents.
• Capturing New Business applications.
• Monitoring monthly report statistics.
• Compiling monthly statistics.
• Liaison with Head Office, Brokers and Customers.
• Preparation of documentation.
• Typing general correspondence and minute taking.
• General office duties: faxing, filing, e-mail, petty cash and assisting with other administration functions
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Qualifications

Matric

Experience & Knowledge

• Computer literacy in MS Word and Excel is essential.
• Experience in the Insurance industry an advantage.
• At least 2 years sales support administration experience.
• Preference will be given to candidates from the Insurance industry.

Competencies

• Planning and organising
• Relating and networking
• Adapting and responding to change
• Coping with pressures and setbacks
• Teamwork
• Adhering to principles and values
• Quality and detail orientation
• Client service orientation
• Achieving personal work goals and objectives
• Analysing
• Treating Customers Fairly