Associate Client Relationship Manager at Sanlam Group

What will you do?

• The successful applicant will be part of the core, management team and will be responsible with the Strategic Client Relations Manager for the success of the business

• This management position is responsible for a portfolio of clients. The Associate Client Relations Manager accepts total responsibility for the relationships and administration of the retirement funds within this portfolio (with limited supervision).  The relationships include those with Employer and Member Trustees, Union representatives, Employer HR, Employees, Staff, other Service providers, Consultants etc.

• Deliver excellent client service (strategic and operational) to all stakeholders e.g. Board of Trustees, Principal Officers, Consultants, HR Managers, Brokers and Members

• Contribute to the profitability of the company through management of income, negotiation of annual fees and identification of opportunities for growth

• Provide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statements

• Attendance of trustee meetings and sub-committee meetings related to the portfolio of clients – this could include travelling

• Identify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements

• Maintain, improve and develop internal business processes to ensure effective service delivery

• Nurture and build strong relationships with clients

• Maintain and strengthen relationships with internal departments in order to resolve queries

Qualification & Experience

• Matric/Grade 12 (with Accounting and/or Mathematics)

• Relevant degree/diploma preferred

• 5 years employee benefit experience with at least the last 3 years spend in a similar role, ideally with exposure to client/Board of Trustees

• 3 to 5 years management experience 

• Proficiency in MS Office (Word, Excel and Outlook)

Knowledge and Skills

• In depth knowledge of the Retirement Fund Administration Environment

• In depth knowledge of the Pension Funds’ Act

• Proficiency in MS Office (Word, Outlook, Excel, Power Point)

• Ability to formulate, interpret, implement and improve business processes

• Ability to communicate and build relationships effectively at all levels of business i.e. from administrative staff to executive level

• Able to handle difficult clients and resolve client matters telephonically & face to face

• Able to handle conflict and displays assertive demeanour when necessary

• Report writing skills

• Presentation skills

• Speaking Afrikaans would be an advantage

• Good negotiation skills

• Focus on providing high quality client service

• Strong attention to detail and proactive attitude

• Strong ability to organize and prioritize

• Strong results and delivery focus

• Solid project and time management skills

• Ability to work independently

• Innovative and demonstrates initiative

• Ability to perform well under pressure and meet deadlines

• Ability to collaborate and pull information together

• Proactive and a team player 

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group