Support Assistant: High Performance Centre (PG 7/8) SanlamConnect East Coast Region: Umhlanga: Re-ru at Sanlam Group

What will you do?


The Support Assistant: HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible.
The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.
The Support Assistant will also have secondary responsibilities as required.


New Business Processing


Prepare final quotations
Prepare and finalise financial needs analysis using correct information supplied by advisers.
Ensure new business application forms are completed accurately and processed correctly
Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
Process AltRisk applications as and when required according to Sanlam rules


Customer Services


Ensure the accurate production of all customer portfolio review documentation and reports.
Regularly update and maintain customer, insurance and investment information in the customer management system.
Implementation of all switches or repurchases, including all fund manager follow-ups.
Co-ordination of all claims correspondence and life office follow-up of claims progress.
Record all customer contact on the customer management system.
Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.
Contribute towards the maintenance of existing customer relationships with the company
Drawing up of wills for walk-in clients. Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.


Outstanding premiums/lapse management


Draw outstanding premium list weekly.
Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
Case tracking
Create and manage daily unissued reports
Client and adviser follow ups for missing information/documents
Booking medicals
Liaising and relaying information with Sanlam HQ and responsible parties


What will make you successful in this role?

Qualification & experience


Matric
Minimum 2 years' experience in a similar environment


Knowledge and skills


MS: Office (Excel, Word, PP); Outlook.
Knowledge of Sanfin and Sanport
Service and customer orientated
Natural relationship builder
Pro-active and energetic
Goal and target motivated
Socially confident and skilled to communicate well


Personal qualities


Cultivates Innovation
Client Centricity
Drives Results
Collaborates
Flexibility and Adaptability
Plans and Aligns
Communicates Effectively
Business Insight
Optimizes Work Processes
Decision Quality
Treating Customers Fairly


The closing date for applications is 30 April 2026.