SAN Retentions Administrator - Durban

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Date: 11-Jun-2021

Location: NL, ZA

Company: Sanlam Group

Who are we?

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.

 

Sanlam Values  

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

  • Lead with courage
  • Serve with pride
  • Care because we respect each other
  • Act with integrity & accountability
  • Grow value through innovation & superior performance

 

What will you do? 

  • Assist RFC with compilation of data for monthly report
  • Liaise with RFC and Facilities to assist with relationship management
  • Analyse reports to determine trends and issues
  • Extract data weekly to ensure premium collection for all billing methods
  • Liaise with Premium Administration and RFC pertaining to premium collection. 
  • Ensure the management of suppression requests and continued premium collection for reinstated policies
  • Ensure professional conduct when dealing with key stakeholders
  • Provide the required documentation to the commercial facilities to ensure successful lodgement       Ensure that lodgements are lodged in the desired manner by the expected time.
  • Obtain proof of lodgements from the facility to ensure premium deduction, ensure that first premium is received for policies lodged
  • Collate Stop order mandates for facilities lodged at Head office level and attend to any additional queries
  • Provide support to all adhoc reasonable management requests and RFC requests directed through management, including printing and filing. 
  • Occasional Travel will be required

 

Qualification & experience 

  • Matric (with Maths and Accountancy) preferably

 

Knowledge and skills 

At least 2 years sales support administration experience within entry level market Insurance Industry. Own transport will be advantageous

 

Personal qualities  

  • Analysing
  • Technical Expertise
  • Relating and Networking
  • Teamwork
  • Proactivity
  • Planning and Organising
  • Adapting and responding to change
  • Coping with pressure and setbacks
  • Product Knowledge
  • Computer Literacy ( MS Office- Intermediate)
  • Treating Customers Fairly

 

Our aim is to help you 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 realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 

 

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.