The Sanlam Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. SRA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Our products are designed to facilitate long-term wealth creation, protection and niche financing and therefore these solutions are engineered around client needs.
At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
Output/Core Tasks:
Processing transactions accurately and efficiently to ensure client satisfaction.
Resolving and/or referring complaints to the relevant person/department – both from Pathologists, Nurses and Doctors on Wheels service providers and sales offices.
Follow up on requests forwarded to service providers ensuring that appointments are made and kept.
Update client information on a regular basis.
Keeping records updated daily with the feedback received from service providers.
Linking of medical and other documentation to new business applications.
Paying of medical examinations/accounts
Reconciliation of medical expense accounts (electronic & manual)
Processing of documentation and letters
Flexibility to be trained in other areas of the business.
Adhoc tasks Requirements:
Overtime hours will be expected as required by the business volumes.
Qualifications:
Grade 12 with Mathematics and or Accounting as subject.
Post matric qualification will be beneficial
Experience & Knowledge:
At least 1 – 2 years’ relevant experience in a Life Insurance company, especially the New Business division.
Minimum of 2 years’ experience in complaints handling.
Experience of reconciliation of accounts as well as payment of service providers.
Proven knowledge and proficiency in:
Excel & Word
Telephony skills & Microsoft Outlook would be an advantage
Experience in a Target and Production driven environment. Competencies:
Being Resilient
Collaborates
Communicates effectively
Cultivates Innovation
Drives results
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. 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.
Closing date 22 April 2022 Our commitment to transformation
The Sanlam Group is committed 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 key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.
Hiring Insights
Job activity
Posted today
Apply for Client Service Representative: NOW: JG: 5 / 6 – Sanlam.
Job vacancy Client Service Representative: NOW: JG: 5 / 6 – Sanlam and Client Service Representative: NOW: JG: 5 / 6 – Sanlam Salary.
