CCC: Client Care Representative: General Basket - Cape Town, South Africa - Sanlam
Description
Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
What will you do?
The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. RA 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. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
As we Live in ConfidenceTM we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. 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.
What will make you successful in this role?
Output/Core Tasks:
Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.
You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer expectations, particularly in terms of quality and time-lines in compliance with the company standards.
Effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries
Role Requirements:
Qualifications:
Matric/Grade 12 with Mathematics and or Accounting.
Relevant business degree/diploma from a well-recognised institution will be an advantage.
Knowledge and Experience:
Policy services administration experience within a financial company is highly recommended.
Centre experience will be to your advantage.
Ability to communicate fluently in English and Afrikaans is a requirement.
Competencies:
Must have passion for customer services
Strong communication skills
Aptitude to identify and solve problems
Capacity to manage information
Very good Interpersonal skills
You must have Integrity and hold respect for others
literate
Knowledge and Skills
Customer ServiceTeam SupportAdministrationQuality, compliance and accreditationPersonal Attributes
Communicates effectively - Contributing dependentlyDecision quality - Contributing dependentlyAction orientated - Contributing dependentlyOptimises work processes - Contributing dependently