Head: Servicing at Sanlam Group

Key responsibilities

• Development, integration and execution of a client service strategy, focussed on growing our market share
• Retention 
• Regular engagements with stakeholders about SC value proposition and product offering in the evolving corporate landscape 
• Ensure an excellent client experience that is synonymous with Sanlam client philosophy and company values 
• Contribution to client reporting and dealing with client queries 
• Attend and participate in client meetings, prepare and perform report back presentations/proposals/pitches etc. 
• Keep abreast with trends and developments in the investment and EB industry 
• Support our conversion strategy from standalone to umbrella
• Engage and leverage our group market development team and enhance union relations
• Managing and directing a cross functional team to execute on strategy 
• Drive digital adoption and innovation initiative
• Managing departmental budgets
• Manage stakeholder relations 

Qualifications and experience

• Matric and relevant industry qualifications
• A minimum of 10 years client relationship experience in EB 
• An in-depth knowledge of the EB environment  

Skills and experience

• Excellent understanding of the corporate environment
• Experience and knowledge regarding the Employee benefits industry 
• Understanding of corporate and industry distribution channels and structures
• Strong presentation and communication skills
• A proven track record in exceptional client relationship management
• Managing complex discussions with clients