Client Relationship Manager at Sanlam Group

Individual Member Support (IMS) focusses on providing retirement-benefit counselling to members of the Sanlam Employee Benefit retirement funds. Counselling is provided to members upon withdrawing or retiring from their retirement fund as well as targeted counselling interventions as requested by the Trustees. Our services are mostly telephonic with some face-to-face interventions.

Overall purpose of the role

• Establish and maintain relationships with employer HR teams of clients to alleviate their responsibility to educate the employees on retirement benefits.

What will you do?

• Create awareness about IMS services and identify opportunities where IMS services can be utilized.
• Build and nurture strong relationships with a portfolio of clients
• Maintain and strengthen relationships with internal stakeholders in order to resolve queries
• Be the Individual member support representative to the client
• Setup regular pro-active face-to-face meetings with the client to ensure increased member interactions
• Facilitate training for the client on services available to members
• Support HR team to deliver an above-satisfactory service to their employees

Qualification And Experience

• Diploma with at least three years' related experience
• Employee Benefit experience
• At least three years’ experience in a client-facing role