What will you do?

Job Purpose:

• Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.
• You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.

Output/Core Tasks:

• You will be tasked to effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries on the events and activities indicated not limited to the ones below: 

• Change client’s personal details and intermediary code.
• Register third party.
• Administer Mail Delivery Failures and Direct Scan Failures.
• Create new client record.
• Provide Tax/Contribution Certificate.
• POPIA Enquiries on Personal Details
• Create New FAS Client Record
• Request quote or value.  
• Request paid up quote/value.  
• Direct client’s with enquiries to other Departments.
• Request document or form.
• Receive and administer incomplete correspondence.
• Resend Interactive Voice Response Document due to Failure. 

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: 

• Policy services administration experience within a financial company is highly recommended.
• Call Centre experience will be to your advantage.
• Ability to communicate fluently in English and Afrikaans will be an advantage.

Competencies:

• Must have passion for customer services
• Strong written and verbal communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Ability to learn and apply multiple processes
• Good communication and stakeholder management
• High level of accountability and adaptability
• You must have Integrity and hold respect for others
• Computer literate

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: 6 July 2026

Our commitment to transformation