Policy Servicing Administrator at Sanlam

Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?
  • Provide service/accurate processing/administering of requests from clients on the following:
  • Debit and Stop order switching
  • Change of beneficiaries
  • Reinstatements of policies
  • Adding/removing policy benefits
  • Adding/removing of escalations on policies
  • Reviews and updates insurance policies for clients to ensure accuracy
  • Reviewing cancellation requests
  • Adding/removing of cession on policies
  • Accurate feedback provided to clients and intermediary
  • Handling Client Requests
  • Handling Client Emails & WhatsApp Requests
  • Handling Premium Admin Queries & Requests
  • Adhoc Quality Assurance performed as and when required
  • Policy Retentions and Generations of leads
What will make you successful in this role?
Qualifications
  • Matric
  • Customer Service certificate
  • Degree/Diploma in Business Admin is an Advantage
Experience and Knowledge
  • At least 3 years insurance administration and client service experience, preferably in a client services environment.
  • Computer literacy in MS Office
  • Product knowledge for both Channel and Sanlam Sky
  • Knowledge of PPR Legislation(advantageous)
  • Operational knowledge of internal systems including FAFA, Shango, Skyview, PAVLOV and Avaya.
  • Previous Call Centre experience is an Advantage.
Personal Attributes
Plans and aligns – Contributing dependently
Communicates effectively – 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 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.
Core Competencies
Being resilient – Contributing dependently
Customer focus – Contributing dependently
Collaborates – Contributing dependently
Cultivates innovation – 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 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.

Location: Johannesburg, Gauteng

Closing Date: 28th December, 2023

HOW TO APPLY

Click Here to Submit your CV and Application on Company Website

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