What will you do?

Output/Core Tasks:

• Process all client’s requests within the appropriate Service Level Agreement.
• Servicing of client’s policy needs and requirements.
• Provides Immediate resolution of requests in a quality manner to ensure client satisfaction.
• Communicates completion of cases to clients/intermediaries and management by telephone and or in writing.
• Amend and change client policy records

What will make you successful in this role?

Role Requirements:

Qualifications:

• Matric/Grade 12

Knowledge and Experience: 

• A minimum of 3 years’ experience in policy services administration.
• Experience in administering cash withdrawal or payment transactions.
• Understanding of client portfolios. 
• Strong knowledge of Party Due Diligence and Financial Intelligence Centre Act.  

Competencies:

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

Knowledge and Skills

Personal Attributes

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

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: 14 June 2026

Our commitment to transformation