Sanlam

Client Service Advisor


PayCompetitive
LocationWindhoek/Khomas
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: 27985

      Who are we?

      Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

      What will you do?

      To provide excellent customer service as well as effective administrative support to the clients of Sanlam Namibia Unit Trust.

      What will make you successful in this role?

      • Processing of repurchases instructions daily on AWD System
      • Manual screening of repurchases instructions prior to processing
      • Static update of the client information/ data that have changed
      • Capturing/ processing of switches instructions daily
      • DRA tool high risk rating changes
      • Data Governance - clean up of incorrect captured data

      Qualification and Experience

      • Grade 12 certificate
      • Tertiary qualification will be an added advantage
      • Prior working experience in client service administration will be an added advantage

      Knowledge and Skills

      • Customer Service
      • Administration
      • Quality, compliance and accreditation
      • Team support
      • Absolute proficiency in English (verbal and written). An additional local Namibian language will be a competitive advantage
      • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)

      Personal Attributes

      Communicates effectively - Contributing independently
      Decision quality - Contributing independently
      Action orientated - Contributing independently
      Optimises work processes - Contributing independently

      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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

      Core Competencies

      Cultivates innovation - Contributing independently
      Customer focus - Contributing independently
      Drives results - Contributing independently
      Collaborates - Contributing independently
      Being resilient - Contributing independently

      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

      The Sanlam Group is commited to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in Namibia. The Group's Employment Equity plan and targets will be considered as part of the selection process.

  • 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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