CCC: Client Care Rep: Intermediate Skillset 5 and 6 at Sanlam Group

What will make you successful in this role?
Job Purpose:

Output/Core Tasks:

• Process all client’s requests within the appropriate Service Level Agreement.
• Servicing of client’s policy needs and requirements.
• Provides Immediate resolution of requests in a quality manner to ensure client satisfaction. 
• Communicates completion of cases to clients/intermediaries and management by telephone and or in writing.
• Amend and change client policy records

Role Requirements:

Qualifications:

• Matric/Grade 12

Knowledge and Experience: 

• A minimum of 3 years’ experience in policy services administration. 
• Experience in administering cash withdrawal or payment transactions. 
• Understanding of client portfolios. 
• Strong knowledge of Party Due Diligence and Financial Intelligence Centre Act.  

Competencies:

• Client Service orientation
• Decision making and problem-solving skills
• Interpretation and reasoning skills
• Analytical abilities
• Interpersonal sensitivity
• Ability to work under pressure
• Good written and verbal communication skills in English 

Knowledge and Skills

• Customer Service
• Team Support
• Administration
• Quality, compliance and accreditation

Personal Attributes

• Communicates effectively - Contributing dependently
• Decision quality - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently