Intermediary Support Assistant: SanlamConnect: Bloemfontein at Sanlam Group

What will you do?

• This is an administrative support position that reports directly to an Operations Manager in the region.  The ISA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.

Proactively contact active clients to enhance customer retention and provide support to intermediaries 

• Build positive working relationships with intermediaries and with clients for repeat businesses. 
• Ensure a high level of client satisfaction through proactive support 
• Provide internal feedback on how to improve client retention 
• Analyse client account trends to continuously improve retention. 
• Assist with other administrative tasks as needed 
• Provide lapse support to intermediaries and business stakeholders.

What will make you successful in this role?
Qualification & experience 

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous
• One year’s sales experience in sales/retail environment
• Client engagement/ Client service / call centre experience will be beneficial

Knowledge and skills 

• A minimum of 2 years relevant administrative experience within the financial services industry is advantageous
• Prior experience within a Broker or Advisor Services environment is advantageous
• Insurance product experience and knowledge of relevant quotation processes and systems is advantageous

Personal qualities 

• Excellent customer service skills.
• Strong conflict resolution skills.
• In-depth knowledge of sales and marketing knowledge.
• Ability to remain calm and professional in stressful situations.
• Advanced communication and interpersonal skills.
• Empathy and patience
• Cultivates Innovation
• Client Centricity 
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Action Oriented
• Optimizes Work Processes
• Treating Customers Fairly