- Proactively contact active clients to enhance customer retention and provide support to intermediaries
- Build positive working relationships with intermediaries and with clients for repeat businesses
- Ensure high level of client satisfaction through proactive support
- Provide internal feedback on how to improve client retention
- Analyse client account trends to continuously improve client retention
- Assist with other administrative tasks as needed
- Provide lapse support to intermediaries and business stakeholders
- To deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
- Perform proactive and reactive activities designed to retain customers including but not limited to contacting clients to advise them of unsuccessful premium collection.
- Grade 12 or equivalent qualification
- A relevant tertiary qualification would be advantageous
- Client engagement /client service/ call centre experience will be beneficial
- A minimum of 2 years relevant administrative experience within the financial services industry is preferred
- Prior experience within a Broker or Advisor Services environment is preferred
- Insurance product experience and knowledge of relevant quotation processes and systems is preferred
- Cultivates Innovation
- Client Centricity
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Plans and Aligns
- Communicates Effectively
- Action Oriented
- Optimizes Work Processes
- Treating Customers Fairly
Intermediary Support Assistant - Bloemfontein, South Africa - Sanlam
Description
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 meet 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.
What will you do?
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.
What will make you successful in this role?
Qualification and Experience
Knowledge and Skills
Personal Qualities