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About the Company

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise

What will you do?

The successful candidate will be required to efficiently and effectively administer all New Business submitted, client after care admin requests. Whilst doing effective record keeping of submitted, accepted, returned and declined new business and admin. Providing timely and professional feedback to intermediaries or within the department

What will make you successful in this role?

• Quote and upload applications along with supporting documentation.
• Identify and request any outstanding requirements from intermediaries/clients.
• Scan and upload requirements received upon request.
• Create and prepare files for clients.
• Arrange for medical appointments as needed.
• Provide effective client service to stakeholders.
• Conduct portfolio reviews.
• Request tax and contribution certificates.
• Perform accurate and timely investigations and provide feedback on intermediary and stakeholder queries.
• Proactively manage lapses.
• Communicate requirements and follow-ups professionally and clearly.
• Maintain policies accurately and up-to-date.
• Prepare quotation alterations and upload supporting documentation.
• Identify and request any outstanding requirements from intermediaries and internal staff.
• Submit maintenance alteration requests on policies.
• Prepare import Excel sheets for scheme retirement policy increases.
• Generate portfolio slips for all completed requests.
• Demonstrate excellent administrative skills.
• Maintain proper record-keeping practices.
• Identify and resolve problems effectively.
• Identify process gaps or areas for improvement.
• Prepare quote packages using Sanquote or Office Quote.
• Verify data captured against documentation submitted.
• Identify and request any outstanding FIA source documentation for entities.
• Report any discrepancies to management and the compliance department.

Qualification and Experience

• Grade 12
• Diploma in Business Administration will be an advantage
• Minimum of 3 years working experience in Insurance industry, New Business and Administration environment

Knowledge and Skills

• Excellent English (verbal & written) language skills
• One Local Namibian language will be a competitive advantage.
• Good product and system knowledge will be an advantage
• Knowledge of Sanlam’s support services and administration processes
• Intermediate administration, recording keeping and data management
• Basic Mathematics calculations will be required
• Proficient in Microsoft Office, Company’s software, TE, Sanport, Sanfin

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

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.t.

Core Competencies

• Being resilient - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently

Our commitment to transformation

The Sanlam Group is commited 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 the key components to ensure a thriving and sustainable business in Namibia, The Group's Employment Equity plan and targets will be considered as part of the selection process.

The company ONLY accept applications vis their career portal. Interested candidates can apply via the link below:

Apply online via: Sanlam Career Portal

Closing Date: 06 November 2024