Branch Administrator - Ladysmith at Sanlam Group

What will you do?

On boarding and administration of advisor/SAI’s and new broker contracts:

• Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
• Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date. 
• Ensure all branch training registers are updated and filed monthly.
• Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval. 

Policy Servicing:

• Ensure that client amendments are submitted and processed timeously and follow up for completion.
• Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.
• National support to brokers queries
• Policy information requests handled within agreed SLA.
• Engage clients to inform them about their policies on the lapse pending
• Contact clients with 50 pending lapses per week, and then assessing the number of successful premium payments

Retentions Reporting:

• Pull and analyse all required monthly and weekly reports and distribute, where required, to management/Brokers. 
• Manual lodgements and submission
• Quarterly Rank Movement Spreadsheet (Updated every month, cases, NTU and Persistency) 

Ad hoc administrative support:

• Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries. 
• Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
• Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
• Prepare the required data for advance commission payments/loans.
• Manage the resolution of any facility related issues.
• Assist with training of external system users, and access.
• Assist with stock management/toner orders and stationery and update company asset registers
• Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
• Support Advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events

Digital sales device management

• Assistance with the order, allocation, distribution of devices
• Administration towards device management including stolen/lost devices, forensics reporting
• Troubleshooting and reporting on damaged devices.
• V-track asset management
• Manage team central file of asset allocation and returns. 
• Ensure training and upskilling of new advisers on I-Manage application and process.
• Provide monthly support and guidance on new Dash Boards for Sales Managers/Branch Managers. 
• Monitor new business application flows 
• Reporting weekly common errors to Sales Managers.

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Diploma or degree in related field will be advantageous.

KNOWLEDGE AND EXPERIENCE

Knowledge:

• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous.
• Customer engagement principles

Experience:

• 2 - 3 Years experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.
• Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)