• Job Description

  Req#: 22756

  What will you do?

  PURPOSE OF THE ROLE

  • To provide various operational, administrative, and reporting activities across all channels to support the effective and efficient working of the branches and advisors.

  Key Responsibilities

  1. On boarding and administration of advisor/SAI’s and new broker contracts:

  • Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE checks.
  • Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
  • Ensure all branch training registers are updated and filed on a monthly basis.
  • Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.

  2. New Business Processing:

  • Capture and attach all new business applications on the relevant system.
  • Conduct affordability checks on all written policies, when required.
  • Check and provide an update on SSLP pending new business.
  • Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-off times.
  • Prepare and submit lodgements as per the required processes and timelines.
  • Identify and correct account-related rejections.
  • Scanning and indexing of paper-based applications.

  3. Policy Servicing

  • Ensure that client amendments are submitted and processed timeously and follow up for completion.
  • Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.
  • National support to outsourced brokers queries via email

  4. Retentions Reporting

  • Pull and analyse all required monthly and weekly reports and distribute, where required, to sales managers, branch managers and advisors

  5. Ad hoc administrative support

  • Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries.
  • Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
  • Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
  • Prepare the required data for advance commission payments/loans.
  • Manage the resolution of any facility related issues.
  • Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.

  Qualifications

  • Matric (Grade 12)
  • Diploma or degree in related field will be advantageous

  Knowledge and Experience

  Knowledge:

  • In-depth understanding of industry standards
  • Working knowledge of products and services (advantageous)
  • Knowledge of regulatory and compliance frameworks would be advantageous
  • Customer engagement principles

  Experience:

  • 2 - 3 Years experience in an administrative capacity in an operational environment.
  • Experience in the insurance industry would be advantageous.
  • Demonstrated client engagement experience.
  • Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)
    

  Conditions of Employment

  • Clear criminal and credit check
  • Smart phone
  • Own transportation
    

  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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and 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.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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