Product Support Specialist - Bellville at Sanlam Group

Key Responsibilities:

• Ensure that all new clients are vetted in accordance with product and legislative requirements and timeously handed over to the new business team for implementation on the prevailing system/s.
• Check all employer/legal entity registration documents
• Responsible to obtain and capture employer and beneficial owner party due diligence screening information
• Responsible for updating all dynamic risk assessment controls for our division
• Directly involved with template enhancements/ framework for the various reports
• Check the quality of acceptance documents received from stakeholders to ensure all field requirements are completed
• Responsible to ensure any queries relating to employer onboarding are resolved
• Check the accuracy and validity of membership data

Key Responsibilities (continuous):

• Check and review signed quotation submissions
• Check FAIS accreditation via the FSCA portal of Authorised Financial Service Providers
• Section 14 transfers packs are to be reviewed regarding additional information which relates to letters of termination, member communication, HR objection confirmation letter as well as any exceptions to be documented
• Ensuring that no SLAs are breached for the vetting of new business
• Understanding the new business process
• Responsible for all feedback responses to implementation division and contracts
• Initiate underwriting process (where applicable)
• Monitoring the mailbox and ensure that feedback is provided promptly on queries pertaining to new business and vetting

Qualification and Experience:

• Grade 12 
• A relevant tertiary qualification will be advantageous
• 3 – 5 years’ experience in Employee Benefits / Retirement fund administration
• Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
• Understanding the Sanlam Umbrella and Unity Fund would be advantageous

Knowledge and Skills:

• Strong attention to detail and proactive attitude
• Excellent excel skills
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Results focused and displays energy when performing tasks
• Time management skills
• Ability to work independently

Knowledge and Skills (continuous) :

• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate
• Proactive attitude and a team player
• Strong client focus
• Holding self and others accountable to meet commitments.