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. The cluster focusses on retail products, as well as group schemes.
What will you do?
PURPOSE OF THE ROLE
To provide various operational, administrative, and reporting activities across all channels to support theeffective and efficient working of the branches and advisors.
Key Responsibilities
1. On boarding and administration of advisor/SAIxe2x80x99s and new broker contracts:
Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIEchecks.
Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performancecontracts, supervision forms) and personal details for all new sales managers, BDs and advisors andensure these remain up to date.
Ensure all branch training registers are updated and filed on a monthly basis.
Complete adviser and manager termination forms accurately and submit them to Branch Manager forapproval.
2. New Business Processing:
Capture and attach all new business applications on the relevant system.
Conduct affordability checks on all written policies, when required.
Check and provide an update on SSLP pending new business.
Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-offtimes.
Prepare and submit lodgements as per the required processes and timelines.
Identify and correct account-related rejections.
Scanning and indexing of paper-based applications.
3. Policy Servicing
Ensure that client amendments are submitted and processed timeously and follow up for completion.
Assist branches and advisors with client related queries including, telephonic queries, client walk-insand claims escalations.
National support to outsourced brokers queries via email
4. Retentions Reporting
Pull and analyse all required monthly and weekly reports and distribute, where required, to salesmanagers, branch managers and advisors
5. Ad hoc administrative support
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