Client Support Specialist - Bellville

at  Sanlam

ABOUT SANLAM CORPORATE:

Our vision is to be the preferred partner for the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
We believe in creating and cultivating a positive, energized working environment that gives every individual the opportunity to achieve success, embracing diversity and commitment to transformation. We do this through living our values of having the courage to be bold, care, collaboration, and an intolerance for mediocrity. 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 realize their worth.

QUALIFICATION AND EXPERIENCE:

• Relevant tertiary financial/investment qualification
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office
• Needs to understand, write, and speak Afrikaans.

KNOWLEDGE AND SKILLS:

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous.
• Certificate of Proficiency will be advantageous.
• Knowledge of internal workflow systems and Client Portal will be advantageous.
• Proficiency in MS Office (Word, Excel, and Outlook)

• To support the Client Relations Managers in the delivery of client service excellence.
• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordinglyActively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
• Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
• Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
• Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
• Member app/web – actively promote members to make use of the app/webPreparation of meeting agendas and reports and follow-up of action items
• Effective handling and managing of telephone and email queries
• Perform to a high standard and be prepared to develop in the roleUndertake additional training as required to fulfil the roleActively participate in internal forums, training, and social eventsAssistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.