Client Service Support at Sanlam Group

Job Purpose

The purpose of the job is to ensure that all branch client service duties are carried out efficiently and effectively.

Formal Qualifications

• Matric (grade 12)
• Clear Credit and Criminal records
• At least one years’ work experience within sales or marketing

Working Requirements and Knowledge

• Computer Literacy
• MS Word (Outlook, Word, Excel, Power Point)
• Product knowledge
• Listening skills
• Telephone etiquette

Key Responsibilities

• Attend to walk–in-clients
• Receive incoming faxes and emails, confirm receipts and distribute to the relevant department.
• Coordinate office activities and operations to secure efficiency
• Manage phone calls and correspondence
• Maintain good client relations to promote the image of Safrican.
• Assist consultants with admin issues on new schemes, reviews spreadsheet and keep them up to date
• Account for all work received and forward it to relevant department at Head Office
• Maintain and build good working relationship with brokers and clients
• Follow up on all pending work from other departments and clients.
• Perform other related duties as assigned.

Behavioural Competencies, Skills and Attributes

• Attention to detail
• Problem analysis and problem solving
• Sound judgement
• Decision-making skills
• Pro-activity
• Trustworthy
• Ability to multi-task
• Client service orientation