Support Assistant: HPC (PG07): Gauteng South Region (Boksburg/Constantia Kloof/Bloemfontein)
Sanlam Support Assistant: HPC (PG07): Gauteng South Region (Boksburg/Constantia Kloof/Bloemfontein)
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
The Support Assistant: HPC is primarily responsible for the processing of all new business applications, follow up on outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible. The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.
The Support Assistant will also have secondary responsibilities as required.
1. New Business Processing
- Prepare final quotations
- Prepare and finalise financial needs analysis using correct information supplied by advisers.
- Ensure new business application forms are completed accurately and processed correctly
- Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
- Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
- Process AltRisk applications as and when required according to Sanlam rules
2. Customer Services
- Ensure the accurate production of all customer portfolio review documentation and reports.
- Regularly update and maintain customer, insurance and investment information in the customer management system.
- Implementation of all switches or repurchases, including all fund manager follow-ups.
- Co-ordination of all claims correspondence and life office follow-up of claims progress.
- Record all customer contact on the customer management system.
- Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
- Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.
- Contribute towards the maintenance of existing customer relationships with the company
- Drawing up of wills for walk-in clients. Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.
3. Outstanding premiums/lapse management
a) Draw outstanding premium list weekly.
b) Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
4. Case tracking
5. Create and manage daily unissued reports
6. Client and adviser follow ups for missing information/documents
7. Booking medicals
8. Liaising and relaying information with Sanlam HQ and responsible parties
What will make you successful in this role?
Qualification and Experience:
- Matric
- Minimum 2 years’ experience in a similar environment
Knowledge and Skills:
- MS: Office (Excel, Word, PP); Outlook;
- Knowledge of Sanfin and Sanport
- Service and customer orientated
- Natural relationship builder
- Pro-active and energetic
- Goal and target motivated
- Socially confident and skilled to communicate well
Personal Qualities
- Cultivates Innovation
- Client Centricity
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Plans and Aligns
- Communicates Effectively
- Business Insight
- Optimizes Work Processes
- Decision Quality
- Treating Customers Fairly
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. The closing date for applications is 09 September 2026.
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.
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
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.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.