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    • Retentions Administrator at Sanlam Group

    Posted: Sep 12, 2023
    Expires: Not specified
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  • Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...

    View All Jobs at Sanlam Group


     

    Retentions Administrator

    About the Job

    What will you do?

    • Contact Clients that have recently cancelled policies and offer reinstatement according to the reinstatement rules for SRM
    • Gather information on reason for cancellation
    • Build positive working relationships with customers for repeat businesses
    • Review product changes, investment results, policy values ect of orphaned clients and provide information on any features, benefits or conversion privileges of which clients are not aware of
    • Be able to positively engage an orphaned that maybe disgruntled and retain relationship

    What will make you successful in this role?
    Qualification & experience

    • Matric (Grade 12)
    • At least 6 months relevant experience in a financial environment
    • Experience in the Financial Sector

    Knowledge and skills

    • Computer skills
    • Advanced MS Office (Excel, Access, PowerPoint)
    • Well-developed communication (written & verbal) skills

    Personal Attributes

    • Numeracy Skills
    • Relating and networking
    • Adapting and responding to change
    • Confidence and decisiveness
    • Planning and organising
    • Attention to detail
    • Team player
    • Pro-activity
    • Deadline driven 

    Check how your CV matches this job

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

    Build your CV for free. Download in different templates.

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