Indexing Specialist at Sanlam Group

What will you do?

The role of an Indexing Specialist is to be the central point of entry for all work thus being a crucial service support function in ensuring effective service delivery. The Indexing Specialist pro-actively gathers, manages and controls the flow of work received and actions include the indexing, expediting, distribution and allocation of the work.

Key Responsibilities

• Identifying and Verification of Emails/documentation received and assessment thereof
• Accurate indexing of incoming documents within the Service Level Agreement (SLA)
• Indexing all incoming documents with member number, fund code and document type to each document.
• Splitting incoming faxes and e-mails into individual documents prior to indexing
• A thorough understanding of the process flow of incoming and outgoing documents and how they are used in SC Corporate
• A thorough knowledge of all functional areas within SC Corporate
• A thorough understanding of the documents in use within SC Corporate
• A thorough understanding of the business processes within SC Corporate
• Investigate unresolved document items and re-index accordingly within the Service Level Agreement (SLA)
• Report and log all system issues pertaining to workflow with IT department according to correct procedures

Qualifications and Experience

• Grade 12
• 3 – 5 years retirement fund administration experience
• Experience on workflow system

Knowledge and Skills

• Knowledge of different SEB functional areas will be advantageous
• Proficiency in MS Office (word, excel, , outlook)
   

Core Competencies

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

Behavioural Competencies

• Strong attention to detail and proactive attitude
• Strong ability to plan, organize and prioritize
• Excellent communication skills both written and verbal
• Ability to deal with different stakeholders at all operational levels
• Ability to collaborate with other departments and within the team
• Continuously updating knowledge of Product and documentation changes
• Creating a multi-skilled knowledge of other specialized environments
• Deliver results and focus on client satisfaction
• Working toward targets per day whereby quality and quantity among others are measured
   

Personal Attributes

• Handles criticism well and learns from it
• Sets high standards for quality and quantity
• Keeps emotions under control during difficult situations
• Maintains a positive outlook at work
• Shares expertise and knowledge with others
• Adapts to the team and builds team spirit
• Take responsibility for actions
• Ability to perform well under pressure
• Action orientated
• Flexibility in performing tasks
• Deadline driven

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.