Process Assistant: JG: 05 at Sanlam Group

Recurring Savings

The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam’s retail business in South Africa. SRA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Our products are designed to facilitate long-term wealth creation, protection and niche financing and therefore these solutions are engineered around client needs.

Sanlam Savings & Closed Book, which is one of the businesses within SRA, offers recurring saving solutions to various segments within the market. 

At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation. Appointments will be made in line with the company’s transformation plan. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Output/Core Tasks:

• Do data capturing and issuing or decline New Business cases.

• Data Capturing as well as assisting SanlamConnect via WhatsApp.

• Ensure that New Business cases are issued as soon as possible after the proposal has been received.

• Do follow-ups on outstanding information on applications in process.

• Communicate with both the client and Intermediary in writing, telephonically or via WhatsApp

• Ensure clients are satisfied and retained.

• Update client information on a regular basis.

• Flexibility to be trained in other areas of the business.

Requirements:

Once you have received sufficient training, the role will require Overtime when needed, according to Operational requirements.

Qualifications:

• Grade 12

Experience & Knowledge:

• General Life Assurance knowledge and/or experience

• Data-capturing experience (12 months) beneficial

• Experience in a Target and Production driven environment.

Competencies:

• Being Resilient

• Collaborates

• Communicates effectively

• Cultivates Innovation

• Drives results

Personal Attributes

• Communicates effectively - Contributing dependently
• Demonstrates self-awareness - Contributing dependently
• Plans and aligns - 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.

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. 

Closing date: 10 February 2022

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.