CCC: Client Care Representative: General at Sanlam Group

What will you do?
The Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs. 

As we Live in Confidence, we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will make you successful in this role?
Output/Core Tasks:

• Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.  
• You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.
• Effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries

Role Requirements:

Qualifications:

• Matric/Grade 12
• Relevant business degree/diploma from a well-recognised institution is a requirement. 

Knowledge and Experience: 

• Policy services administration experience within a financial company is highly recommended. 
• Call Centre experience will be to your advantage. 
• Ability to communicate fluently in these languages English, Afrikaans and any African language is a requirement. 

Competencies:

• Must have passion for customer services
• Strong communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Very good Interpersonal skills
• You must have Integrity and hold respect for others
• Computer literate

Personal Attributes

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