Cross-Sell Operations Consultant - Johannesburg at Sanlam Group

What will you do?

• Provide service/accurate processing/administering of requests from advisors/clients on the following:
• New Business on boarding 
• Policy Administration 
• Reviews and updates insurance policies for clients to ensure accuracy 
• Reviewing policy information and cancellation documents received from financial organisations
• Provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework
• Update and inform customers and client public of our new products.
• Writing letters to financial organisations
• Sales Leads generation , leads qualification & sales
• Providing effective support to intermediaries and clients  
• Provide accurate feedback to clients and intermediary
• Policy Retentions 

What will make you successful in this role?

Qualifications

• Matric
• RE5 Qualification
• Degree/Diploma in Business Admin is an Advantage

Experience & Knowledge:

• At least 2 years insurance administration and client service experience
• At least 12 months industry experience within sales or marketing 
• Computer literacy in MS Word and Excel is essential.
• Life Insurance Product knowledge 
• Knowledge of PPR Legislation(advantageous) 
• Experience in the Insurance industry an advantage

Competencies

• Analysing and Problem Solving
• Written Communication
• Adapting and responding to change
• Coping with pressure and setbacks
• Teamwork 
• Client Service & Sales Orientation
• Proactivity
• Accuracy
• Driving Results
• Ability to influence client decision 
• Confident decision maker 
• Great business acumen 
• Adhering to principles and values

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Core Competencies

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