• Job Description

  Req#: 24814

  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?

  Annual Payments
  Actively canvas for new business
  Preparation and presentation, record of advice, quotations within the insurer’s mandate and on prescribed quotation formats
  Schedule renewal discussion either in person or via tele conversation with clients 30 days prior to renewal as per internal processes
  Accurate and timely processing or notify insurer of client instruction
  Activate Endorsement process in CRM and follow through on all activities
  On receipt of a cancellation instruction, immediately follow up to retain the client
  On receipt of unpaid debit order notifications, contact client for alternative arrangements
  Assist and advise clients on enquiries and complaints
  Processing of claims
  Assist and advise clients on enquiries and complaints
  Other adhoc duties

  Qualification and Experience

  Minimum Grade 12
  1 Year short term insurance experience

  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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