PURPOSE OF THE ROLE
To provide various operational, administrative, and reporting activities across all channels to support theeffective and efficient working of the branches and advisors. What will make you successful in this role?
1. On boarding and administration of advisor/SAI’s and new broker contracts:
Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIEchecks.
Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performancecontracts, supervision forms) and personal details for all new sales managers, BDs and advisors andensure these remain up to date.
Ensure all branch training registers are updated and filed on a monthly basis.
Complete adviser and manager termination forms accurately and submit them to Branch Manager forapproval.
2. New Business Processing:
Capture and attach all new business applications on the relevant system.
Conduct affordability checks on all written policies, when required.
Check and provide an update on SSLP pending new business.
Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-offtimes.
Prepare and submit lodgements as per the required processes and timelines.
Identify and correct account-related rejections.
Scanning and indexing of paper-based applications.
3. Policy Servicing
Ensure that client amendments are submitted and processed timeously and follow up for completion.
Assist branches and advisors with client related queries including, telephonic queries, client walk-insand claims escalations.
National support to outsourced brokers queries via email
4. Retentions Reporting
Pull and analyse all required monthly and weekly reports and distribute, where required, to salesmanagers, branch managers and advisors
5. Ad hoc administrative support
Support advisors, sales managers and branch managers with all required technological supportincluding, system application/access as well as resolving any technological errors or queries.
Support advisors with all required training requirements, including any Moodle related support as wellas the planning, organisation and execution of training meetings or events.
Ensure advisors receive commission statements, payslips (when requested) and that any othercommission or pay related issues are resolved.
Prepare the required data for advance commission payments/loans.
Manage the resolution of any facility related issues.
Support with the completion of any branch related legislative requirements, including the completion ofOHS surveys and Department of Labour Branch visits. Qualifications
Matric (Grade 12)
Diploma or degree in related field will be advantageous Knowledge and Experience
Knowledge:
In-depth understanding of industry standards
Working knowledge of products and services (advantageous)
Knowledge of regulatory and compliance frameworks would be advantageous
Customer engagement principles
Experience:
2 - 3 Years experience in an administrative capacity in an operational environment.
Experience in the insurance industry would be advantageous.
Demonstrated client engagement experience.
Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)
Conditions of Employment
Clear criminal and credit check
Smart phone
Own transportation Personal Attributes Optimises work processes - Contributing independently Action orientated - Contributing independently Plans and aligns - Contributing independently Communicates effectively - Contributing independently 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently 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.
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