CCC: Mail Distribution Agent - 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 (RA) cluster is responsible for Sanlam's retail business in South Africa. SPF 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 a company 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:

Processing of incoming correspondence

Handling of exceptions

Policy identification

Refer mail to the correct business areas

Role Requirements:

Qualifications:

Matric/Grade 12

Relevant business degree/diploma from a well-recognised institution will be an advantage.

Knowledge and Experience:

A minimum of 1 year working experience in an administrative role.

Ability to communicate in English, Afrikaans and (an African Language would be to your advantage.

Must have working knowledge regarding the use of computers (computer literacy.

Competencies:

Communication skills

Client Service

Identifying and problem solving

Computer literate

Qualification and Experience

Grade 12

Knowledge and Skills

Record keeping; filing and maintenance of databasesData Collection and processing of transactionsReporting and AdministrationQuality; compliance and accreditationBusiness ProcessServices knowledge

Personal Attributes

Communicates effectively - Contributing dependentlyDemonstrates self-awareness - Contributing dependentlyPlans and aligns - Contributing dependentlyOptimises work processes - Contributing dependently

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 of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing dependentlyCollaborates - Contributing dependentlyCultivates innovation - Contributing dependentlyCustomer focus - Contributing dependentlyDrives results - Contributing dependently

Turnaround time

Should you not hear from us 4 weeks after the closing date ( 30 April 2024 ), please assume that your application has been unsuccessful.

Appointments will be made in line with the company transformation plan.

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.