• Job Description

  Req#: 27496

  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?

  Responsible for general client service and support on Personal Lines.

  What will make you successful in this role?

  New Business, Endorsement & Renewals
  Scan FIA documents and attached to client entity in CRM
  Keep complete notes in CRM on interaction with client
  Assist walk-in clients
  Annual Personal Lines market exercises when required
  On receipt of a cancellation instruction, immediately follow up to retain the client
  Activate cancellation endorsement process in CRM
  Communicate cancellation notification to client
  Send cancellation notification to financial institution as a secondary function
  Follow up on possible refunds and ensure that it is duly processed
  Report on reasons for all cancellations
  Assist and advise clients on enquiries and complaints
  Inform immediate supervisor of any client complaint and give timely feedback to clients
  Make notes in CRM regarding client complaints
  Communicate client suggestions on service improvement to the CRM Champion
  Keep record of all client queries and complaints received, and give feedback on a monthly report on how it is addressed
  Other adhoc duties

  Qualification and Experience

  Grade 12
  1 Year Short-Term Insurance experience
  Introductory Programme in Short-Term Insurance

  Knowledge and Skills

  MS Word, Outlook and Excel
  Proficiency in English
  Good interpersonal skills
  Ability to resolve disputes, complaints and conflicts
  Good communication skills
  Be well versed in the relevant policy wordings
  Working knowledge of relevant insurer system
  Advanced knowledge of CRM

  Personal Attributes

  Communicates effectively - Contributing dependently

  Decision quality - 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 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 dependently

  Customer focus - Contributing dependently

  Collaborates - Contributing dependently

  Being resilient - 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

  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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