Intermediary Support Assistant - Bloemfontein Metropolitan Area - Sanlam

Description

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

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.

• 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

What will make you successful in this role?

• 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.

Qualification And Experience

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous
• Client engagement /client service/ call centre experience will be beneficial

Knowledge And Skills

• 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

Personal Qualities

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Action Oriented
• Optimizes Work Processes
• Treating Customers Fairly

Turnaround time
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. The closing date for applications is
07 October 2025.
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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.

Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.