Branch Administrator - Newcastle at Sanlam Group

Purpose of the role

• To provide various operational, administrative, and reporting activities across all channels to support the effective and efficient operational functioning of the branches and advisors.

Key Responsibilities

• On boarding and administration of advisor/SAI’s and new broker contracts
• New Business Processing:
• Policy Servicing 
• Retentions Reporting
• Ad hoc administrative support
• Digital sales device management

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.)

Skills and Competencies

• Attention to detail.
• Organised and structured
• Coping with high volumes of work (emotional resilience)
• Client service orientation
• Adhering to principles and values
• Analysis and interpretation