Client Support Specialist

About Sanlam Corporate:

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.

Division:

One of the largest businesses within the Sanlam Group, Sanlam Corporate (SC) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SC assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members.

The overall purpose of the role:

The role is in the Client Solutions team, who are the sales team within SC.  The role requires the candidate to provide support to the Client Solutions Specialist in achieving their new business targets; by assisting with quotes, implementations, general queries and helping maintain a strong relationship with the clients they service.

Key Responsibilities:

• Process all quote requests for brokers, as received from the Employee Benefits Specialists
• Facilitate the total tender process i.e. obtaining all info, completing forms, attaching on SharePoint and sending to SGR, follow ups, address queries, etc.
• Keep Employee Benefits Specialists informed of the progress at all times
• Responsible to monitor that any new business is fully implemented, etc.
• Ongoing Monitoring of tenders per brokerage and capturing of info & industry knowledge
• Provide summary of quotes on a monthly basis to Employee Benefits Specialists for discussion with brokers.
• Keep the Employee Benefits Specialists informed during the entire process; with regards to issues, outstanding information and/or anything that may affect turnaround times, etc.

Key Responsibilities (continues) :

• Maintain close working relationships with the ‘back-office’
• Generate, communicate and distribute quality and relevant information to members of the team and other stakeholders
• Ensure that any contact necessary with a client, is done so in a professional manner
• High level client communication and presentation standards
• Monitor rate revision process of existing business and provide monthly reports

Qualification and Experience:

• Relevant tertiary financial/investment qualification
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office

Knowledge and Skills:

• Good organizational skills
• Accurate and fast worker, ability to work under pressure
• Exceptional communication skills
• Very good people skills
• Team player
• Problem solver
• Pro-active and innovative

Personal Qualities:

• Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals.

Core Competencies:

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

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 committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to creating an inclusive workforce, representative of the demographics of our society as well as people with disabilities.