Branch Administrator - Kimberley at Sanlam Group

Key Responsibilities

On boarding and administration of advisor/SAI’s and new broker contracts:

• Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE checks.
• Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
• Ensure all branch training registers are updated and filed on a monthly basis.
• Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.

New Business Processing:

• Capture and attach all new business applications on the relevant system.
• Conduct affordability checks on all written policies, when required.
• Check and provide an update on SSLP pending new business.
• Ensure Stop Order lodgments/cancellations are coordinated and submitted by the required cut-off times.
• Prepare and submit lodgments as per the required processes and timelines.
• Identify and correct account-related rejections.
• Scanning and indexing of paper-based applications.

Policy Servicing

• Ensure that client amendments are submitted and processed timeously and follow up for completion.
• Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.
• National support to outsourced brokers queries via email

Retentions Reporting

• Pull and analyze all required monthly and weekly reports and distribute, where required, to sales managers, branch managers and advisors

Ad hoc administrative support

• Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries.
• Support advisors with all required training requirements, including any Moodle related support as well as the planning, organization and execution of training meetings or events.
• Ensure advisors receive commission statements, pay slips (when requested) and that any other commission or pay related issues are resolved.
• Prepare the required data for advance commission payments/loans.
• Manage the resolution of any facility related issues.
• Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.

Qualifications

• Matric (Grade 12)
• Diploma or degree in related field will be advantageous

Knowledge:

• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous
• Customer engagement principles

Experience:

• 2 - 3 Years experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.
• Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)