Policy Servicing Administrator at Sanlam Group

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 & 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