CCC: Mail Distribution Agent - Sanlam

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

What will you do?

The Retail Affluent (RA) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions.

These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

As a company, we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will make you successful in this role?

Output/Core Tasks:

• Processing of incoming correspondence
• Handling of exceptions
• Policy identification
• Refer mail to the correct business areas

Role Requirements:

Qualifications:

• Matric/Grade 12
• A relevant business degree/diploma from a well-recognised institution will be an advantage.

Knowledge and Experience:

• A minimum of 1 year of working experience in an administrative role.
• Ability to communicate in English, Afrikaans and (an African Language would be to your advantage.
• Must have working knowledge regarding the use of computers (computer literacy.

Competencies:

• Communication skills
• Client Service
• Accuracy
• Identifying and problem solving
• Computer literate

Qualification and Experience

Grade 12

Knowledge and Skills

• Record keeping; filing and maintenance of databases
• Data Collection and processing of transactions
• Reporting and Administration
• Quality; compliance and accreditation
• Business Process
• Services Knowledge