Client Service Advisor: Walvis Bay

Date: 19 Nov 2024

Location:

Windhoek, Khomas, NA

Company: Sanlam Group

Who are we?

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

What will you do?

The purpose of this position is to effectively deal with customer queries regarding individual insurance and investments. The promotion of the Sanlam brand through outstanding client service and finalising of policy administration tasks within service level agreement.

What will make you successful in this role?

Handling of client enquiries effectively and timeously within service level agreement.
The promotion of the Sanlam brand through outstanding client service
Effective administration of workflow
Processing of claims and maintenance of policies
Meet the rules of compliance

Qualification and Experience

Grade 12 or Equivalent
Minimum 3 years relevant experience in a client service environment
Experience in the life insurance industry will be an added advantage
Absolute proficiency in English (verbal and written)
One local Namibian language will be an added advantage

Knowledge and Skills

Product knowledge and operating systems of all products on Legacy, Sanlam Affluent products; Entry Level Market products and Sanlam Funeral on TE and Santam Product, Class and Regent.
Unit trust forms completion and basic understanding of system & products.
Basic understanding of Sanlam Personal Portfolio (SP2) and Sanlam RSA life insurance products.
Communication Skills
Computer literate: Microsoft Office; Outlook
Behavioural Skills

Personal Attributes

Communicates effectively - Contributing dependently

Demonstrates self-awareness - Contributing dependently

Plans and aligns - Contributing dependently

Optimises 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 dependently

Collaborates - Contributing dependently

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Drives results - Contributing dependently

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.

Our commitment to transformation

The Sanlam Group is commited to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in Namibia. The Group's Employment Equity plan and targets will be considered as part of the selection process.