CCC: Client Care Rep: Intermediate Funds

Date: 2 Jun 2026

Location:

Bellville, Western Cape, ZA

Company: Sanlam Group

Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

What will you do?

Job Purpose

Exits on fund plans.

Output/Core Tasks:

Process fund exit and related correspondence requests received via various channels.
Focus mainly on the following events (Primary events)
o Fund maturities and retirements (full proceeds)
o Fund terminations
o Request Fund quotes
Process requests within the appropriate SLA’s and LAD.
Servicing of client’s policy needs and requirements.
Immediate resolution of service requests in a quality manner to ensure client satisfaction.
Communicates completion of cases to clients/funds/management by telephone or in writing.
Handles requests for urgent call backs to clients when required.
Communicates completion of cases to clients/management by telephone and/or in writing

What will make you successful in this role?

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 2 years’ experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective

Competencies:

Client Service orientation
Decision making and problem-solving skills
Interpretation and reasoning skills
Analytical abilities
Interpersonal sensitivity
Ability to work under pressure
Good communication skills in English

Knowledge and Skills

Customer Service

Team Support

Administration

Quality, compliance and accreditation

Personal Attributes

Communicates effectively - Contributing dependently

Decision quality - Contributing dependently

Action orientated - 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

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Collaborates - Contributing dependently

Being resilient - 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.

Closing Date: 7 June 2026

Our commitment to transformation

The Sanlam Group is committed 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 key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.