Client Services Consultant : QA - GPAF at Sanlam Group

Job purpose

• The primary purpose of the Client Service Consultant is to process Claims on the Lisp Platform, including Discretionary claims, Withdrawal claims, Retirement claims and Savings withdrawal claims.

Key Outcome

• Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.

Processes and service reporting

• All tasks allocated are processed within standard SLA as per the relevant procedures.
• Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders.
• Loading and Authoring Claims (incl switches) per the relevant procedures.
• Accurate use of D365, statuses & notes
• Adherence to all internal protocols on administration.
• Recording Errors to identify training Needs and to prevent future errors
• Guiding and supporting peers with ongoing training of new staff and other areas as required by the business.
• Ensure that all emails coming to the mailboxes are attended to.
• Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards

Queries and complains

• Ensure that queries are acknowledged and responded to accurately and within agreed time
• Upskill the team to be able to handle queries
• Manage complex queries, and resolve escalated queries
• Responsible for team related Audit queries

Qualifications and experience

• Grade 12
• Having achieved or studying towards a relevant Degree/ Tertiary Qualification and/or Post Graduate qualification advantageous
• 5 years administration experience
• Compass/D365 an advantage

What will make you successful in this role?

Competencies 

• Client focus
• Strong knowledge and experience in the Linked Investment Service Providers (LISP) Industry.
• Knowledge on legislation specific to the Pension Funds Act and the Long-Term Insurance Act
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• Rule orientation
• Ability to delegate
• Ability to manage expectations
• Responsible & accountable
• Resourceful problem solver
• Effective Communicator

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

Closing Date: 15 May 2026