Intermediary Support Assistant: Retentions Specialist: SanlamConnect East Coast Region: Umhlanga

Intermediary Support Assistant: Retentions Specialist: SanlamConnect East Coast Region: Umhlanga

Date: 16 Jan 2025

Location: Durban, KwaZulu Natal, ZA

Who are we?

SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life’s financial questions. Ultimately, we empower people to be financially confident, secure, and prosperous.

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

Key Responsibilities:

1. Proactively contact active clients to enhance customer retention and provide support to intermediaries.
2. Build positive working relationships with intermediaries and clients for repeat business.
3. Ensure a high level of client satisfaction through proactive support.
4. Provide internal feedback on how to improve client retention.
5. Analyse client account trends to continuously improve client retention.
6. Assist with other administrative tasks as needed.
7. Provide lapse support to intermediaries and business stakeholders.

What will make you successful in this role?

1. Deal with all customers in a professional manner in strict accordance with business culture, products, and quality standards.
2. Manage time and workloads to ensure that deadlines and targets are met.
3. Demonstrate an excellent knowledge of the business product offerings, campaigns, rules, and conditions to recommend the right solution to the customer.
4. Perform proactive and reactive activities designed to retain customers including, but not limited to, contacting clients to advise them of unsuccessful premium collection.

Qualification & Experience:

1. Grade 12 or equivalent qualification.
2. A relevant tertiary qualification would be advantageous.
3. Client engagement/client service/call centre experience will be beneficial.

Knowledge and Skills:

1. A minimum of 2 years relevant administrative experience within the financial services industry is preferred.
2. Prior experience within a Broker or Advisor Services environment is preferred.
3. Insurance product experience and knowledge will be beneficial.

Process for Applications:

If you meet the above criteria and are interested in applying for this role, please submit your CV. The closing date for applications is 23/01/2025.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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.

Our Aim is to Help You 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 achieving great things. We pride ourselves on helping our employees to realize their worth. Through its business clusters – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment 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.