Retention Administrator at Sanlam Group

What will you do?

• Assist RFC with compilation of data for monthly report
• Liaise with RFC and Facilities to assist with relationship management
• Analyse reports to determine trends and issues
• Extract data weekly to ensure premium collection for all billing methods
• Liaise with Premium Administration and RFC pertaining to premium collection.
• Ensure the management of suppression requests and continued premium collection for reinstated policies
• Ensure professional conduct when dealing with key stakeholders
• Provide the required documentation to the commercial facilities to ensure successful lodgement
• Ensure that lodgements are lodged in the desired manner by the expected time.
• Obtain proof of lodgements from the facility to ensure premium deduction, ensure that first premium is received for policies lodged
• Collate Stop order mandates for facilities lodged at Head office level and attend to any additional queries
• Provide support to all adhoc reasonable management requests and RFC requests directed through management, including printing and filing.
• Occasional Travel will be required

Qualification & Experience

• Matric (with Maths and Accountancy) preferably

Knowledge And Skills

• At least 2 years sales support administration experience within entry level market Insurance Industry.
• Own transport will be advantageous

Personal qualities

• Analysing
• Technical Expertise
• Relating and Networking
• Teamwork
• Proactivity
• Planning and Organising
• Adapting and responding to change
• Coping with pressure and setbacks
• Product Knowledge
• Computer Literacy ( MS Office- Intermediate)
• Treating Customers Fairly

What will you do?
Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.
What will make you successful in this role?
Qualification And Experience

• Grade 12 with 1 to 2 years related experience.

Knowledge And Skills

• Processing transactions and conduct simple calculations
• Data collection and analysis
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

Core Competencies

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

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
Our aim is to help you build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

Turnaround times

• 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.
• The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.