Client Relationship Manager - Sandton

at  Sanlam

WHO ARE WE?

Sanlam is a leading financial services group, originally established as a life insurance company in 1918. The Sanlam Group conducts its business through Sanlam Limited, the corporate head office and four business clusters. The corporate head office is responsible for the Groups’ centralised functions such as strategic direction, financial and risk management, marketing and communications, Group human resources and corporate social investment (CSI). The four business cluster include; Sanlam Personal Finance, Sanlam Investments, Sanlam Emerging Markets and Santam.
One of the largest businesses within the Sanlam Group, Sanlam Employee Benefits (SEB) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SEB assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members.

QUALIFICATION & EXPERIENCE:

• Matric/Grade 12 (with Accounting and/or Mathematics)
• Relevant degree/diploma
• 6-7 years employee benefit experience with at least the last 3 years spend in a similar role, ideally with exposure to client/Board of Trustees
• Three to 5 years management experience Proficiency in MS Office (Word, Excel and Outlook)

KNOWLEDGE AND SKILLS:

• Presentation skills
• Good negotiation skills
• Focus on providing high quality client service
• Strong attention to detail and proactive attitude
• Strong ability to organize and prioritize
• Strong results and delivery focus
• Solid project and time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Ability to collaborate and pull information together
• Proactive and a team player

• Provide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statements
• Attendance of trustee meetings and sub committee meetings related to the portfolio of clients – this could include travelling
• Identify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements
• Maintain, improve and develop internal business processes to ensure effective service delivery
• Nurture and build strong relationships with clients
• Maintain and strengthen relationships with internal departments in order to resolve queries