Client Service Consultant: Life Investment (Fixed Term Contract) at Sanlam Group

What will you do?
Job purpose 

The Client Service Consultant: Life Investments, will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing excellent client services to internal and external parties. 

What will make you successful in this role?
 

Key outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant: Life Investments. 

•     Ensuring all prescribed documents has been received before issuing/adjusting policies or policy records. 
•     The verification and accurate record keeping of all client instructions through service-related tasks via the administration system and workflow system 
•     Communicate business and or regulatory requirements clearly and accurately to the intermediary and other role-players to ensure accurate, efficient processing of transactions and following up on outstanding information.
•     The ability to understand and apply the Glacier solution set to the daily outputs required. 
•     Handling of telephonic / e-mail enquiries from all stakeholders (clients, intermediaries, sales support staff). 
•     Receiving and completion of re-issue requests/cancellations 
•     Investigation and resolution of service-related complaints 
•     Build and establish effective relationships with internal teams to enhance organisational effectiveness and efficiency 
•     To play a key role in the stewardship of positive client relationships and the retention of clients
•     Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures.

Qualifications and experience

     Matric / Grade 12 (Essential) 
     Relevant tertiary qualification (Advantageous) 
     Life Investment (Legacy and Epsilon) experience 
     New Business products, processes, rules and policy records of Legacy Savings & Investments 
     Multilingual (Advantageous) 

Competencies

•     Attention to Detail 
•     Adaptability 
•     Ownership 
•     Strong verbal and written communication skills (English and Afrikaans)

Attributes

•     Honesty, integrity and respect 
•     Positive enthusiastic can-do attitude 
•     Ability to work under pressure 
•     Ability to co-operate and thrive both within an independent and team environment 

Qualification and Experience

• Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Data collection and analysis
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification
• Personal Attributes
• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Build a successful career with us

• 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Being resilient - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently

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

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.