Life Investments Specialist Consultant at Sanlam Group

Job Purpose

• To be responsible to contribute to the high standard of quality by efficiently verifying and processing instructions received by Glacier Life Investments team as well as providing excellent client services to internal and external parties.

Key outcomes

The following outcomes will be expected to be achieved by the Life Investments Specialist Consultant:

• Assist the Support Manager in the LIFE NUB team with the day-to-day administration tasks aligned with the servicing value proposition and in support of the overall business strategy. 
• Assist the Support Mangers to drive accountability for the team to perform according to contracted performance areas and to deliver the highest level of service to stakeholders.
• Actively identify opportunities for process improvement, evaluating and reporting on enhancements that promote efficiency, effectiveness, and risk management.
• Effective Query management and resolution.
• Ensuring clear and effective communication with both internal and external stakeholders.
• Maintaining high levels of teamwork within the Operations team, different departments, and external parties to resolve client queries.
• Evaluate service-related problems and inquiries, determining their significance and urgency. Conduct thorough investigations when required and respond promptly with appropriate solutions.
• Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients.
• Having and maintaining a technical understanding of all Glacier Life offerings and the ability to apply that understanding to daily outputs.
• Verify instructions form stakeholders to ensure compliance with business rules and legal regulations. 
• Liaise with intermediaries, clients, brokers consultants, and others to obtain necessary information or clarify instructions, while keeping stakeholders updated via telephone, fax, email, etc. 
• Additionally, to maintain real-time updates in the Workflow system to track progress accurately. 
• Ensure that you report suspicious activities timeously to the relevant departments. 
• Assist Process Assistants with queries regarding data capturing by means of coaching
• Journals to transfer money between policies
• Placing of once-off debit orders
• Telephone enquiries
• Quality Assurance of the work done by the Process Assistants
• Re-issues
• Key controls
• Investigation of unallocated money
• Assist line manager with complaints and special investigations
• Co-ordinator of data fixes
• If business volumes necessitate it, assist with data capturing of NUB, Alt and Continuations
• Assist the line manager with workflow management as and when required
• Various other tasks that might be needed from time to time to issue Single Premium products on the Epsilon and Legacy platform
• Capturing of ROT’s

Qualifications and experience

• Matric / Grade 12
• 3 years’ experience with New Business products, processes and rules, specifically Epsilon and Legacy
• Consistent good KPA performance
• the product and fund rules will be to your advantage
• Strong analytical and problem-solving skills
• Strong interpersonal and client relationship skills
• Strong communication skills (both verbal and written)
• Understanding Excel proficiency at an intermediate level will be to your advantage
• Consistently meeting target quality and production rating
• Relevant financial qualification would be to your advantage