Client Support Specialist (Sandton) at Sanlam Group

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.
• Establish 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

Key Responsibilities:

• 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.

Qualification and Experience:

• Relevant tertiary financial/investment qualification
• Minimum of 3-5 years’ experience in client services
• Minimum of 2- 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office
• Needs to understand, write, and speak fluent English.