Support Assistant: HPC: SanlamConnect: Umhlanga Re-run at Sanlam Group

What will you do?

• The Support Assistant : HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible.  The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.  
• The Support Assistant will also have secondary responsibilities as required.

New Business Processing

• Prepare final quotations
• Prepare and finalise financial needs analysis using correct information supplied by advisers.
• Ensure new business application forms are completed accurately and processed correctly
• Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
• Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
• Process AltRisk applications as and when required according to Sanlam rules

Customer Services

• Ensure the accurate production of all customer portfolio review documentation and reports.
• Regularly update and maintain customer, insurance and investment information in the customer management system.
• Implementation of all switches or repurchases, including all fund manager follow-ups. 
• Co-ordination of all claims correspondence and life office follow-up of claims progress.
• Record all customer contact on the customer management system.
• Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
• Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.  
• Contribute towards the maintenance of existing customer relationships with the company
• Drawing up of wills for walk-in clients.  Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.

Outstanding premiums/lapse management

• Draw outstanding premium list weekly.
• Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
• Case tracking 
• Create and manage daily unissued reports 
• Client and adviser follow ups for missing information/documents 
• Booking medicals 
• Liaising and relaying information with Sanlam HQ and responsible parties 

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

• Matric 
• Minimum 2 years’ experience in a similar environment

Knowledge and skills 

• MS: Office (Excel, Word, PP); Outlook;
• Knowledge of Sanfin and Sanport
• Service and customer orientated
• Natural relationship builder
• Pro-active and energetic
• Goal and target motivated
• Socially confident and skilled to communicate well