Client Support Specialist: Centurion at Sanlam Group

What will you do?

Key Responsibilities:    

To support the Client Relations Managers in the delivery of client service excellence.  

• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordingly
• Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships    
• Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
• Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
• Provide support to clients on Client portal for all  transactions (contributions, claims, statements and reporting
• Member app/web – actively promote members to make use of the app/web
• Preparation of meeting agendas and reports and follow-up of action items
• Effective handling and managing of telephone and email queries
• Perform to a high standard and be prepared to develop in the role
• Undertake additional training as required to fulfil the role
• Actively participate in internal forums, training and social events
• Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system

What will make you successful in this role?

Qualification & experience 

•     Relevant tertiary financial/investment qualification
•     Minimum of 5 years relevant experience in the Employee Benefits industry
•     Good proficiency in Microsoft Office 
   

Knowledge and skills

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous 
• Certificate of Proficiency will be advantageous
• Knowledge of internal workflow systems and Client Portal will be advantageous
• Proficiency in MS Office (Word, Excel and Outlook)

Personal qualities

•     Responsible with a high level of accountability
•     Excellent interpersonal and communication (written, verbal and understanding) skills 
•     Client focus
•     Professional profile
•     Excellent report writing skills
•     Effective time management skills
•     Process orientated
•     Self-motivated with a strong focus on delivery
•     Conceptual thinking skills 
•     Must be able to work under pressure, Individually or as member or a team
•     Team player
•     Innovative thinker with good problem-solving skills
•     Flexible 
•     Able to adapt to change
   

Core Competencies

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

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.

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.