NUB Process Assistant: RA: Sanlam Risk & Savings: Bellville at Sanlam Group

What will you do?

• Data capturing by issuing or declining New Business cases.
• Ensure that New Business cases are issued as soon as possible after the proposal has been received.
• Follow-up on outstanding information when necessary.
• Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.
• Ensure clients are satisfied and retained.
• Willing to be multi-skilled to enhance skills and assist in other areas of the business.

What will make you successful in this role?

Requirements: 

• Grade 12

Experience:

• Data-capturing experience will be beneficial.
• Experience in a target-driven and production environment will be beneficial.

Knowledge:

• General life assurance knowledge will be beneficial.

Competencies:

• Communicates effectively
• Administration orientation
• Decision quality
• Information gathering
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus