Intermediary Support Assistant: Retentions (PG07) at Sanlam Group

What will you do?

• This is an administrative support position that reports directly to an Operations Manager in the region.
• The Intermediary Support Assistant role is there to render sales support and administration to Sanlam intermediaries and regional sales management.
• Proactively contact active clients to enhance customer retention and provide support to intermediaries
• Build positive working relationships with intermediaries and with clients for repeat businesses
• Ensure high level of client satisfaction through proactive support
• Provide internal feedback on how to improve client retention
• Analyse client account trends to continuously improve client retention
• Assist with other administrative tasks as needed
• Provide lapse support to intermediaries and business stakeholders

What will make you successful in this role?

• To deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards
• Manage time and workloads to ensure that deadlines and targets are met
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer
• Perform proactive and reactive activities designed to retain customers including but not limited to contacting clients to advise them of unsuccessful premium collection

Qualification and Experience:

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous
• Client engagement/ client service/ call centre experience will be beneficial