Intermediary Support Assistant – Client Retention & Admin

About the role

The Intermediary Support Assistant provides essential administrative and sales support to SanlamConnect’s network of advisers, brokers and regional sales managers. Reporting to the Operations Manager, the role focuses on enhancing client retention, delivering proactive service to intermediaries and ensuring smooth day‑to‑day operations.

Key responsibilities

• Proactively contact active clients to improve retention and address premium collection issues.
• Provide timely support to intermediaries, including lapse assistance and administrative queries.
• Build and maintain positive relationships with both clients and intermediaries to encourage repeat business.
• Gather and relay internal feedback aimed at improving client‑retention strategies.
• Analyse client account trends and recommend actions to boost retention rates.
• Assist with general administrative tasks as required by the regional team.

Required profile

• Professional demeanor aligned with company culture, products and quality standards.
• Effective time‑management to meet deadlines and targets.
• Strong knowledge of Sanlam product offerings, campaigns, rules and conditions.
• Grade 12 or equivalent; tertiary qualification is an advantage.
• Experience in client engagement, call‑centre or customer‑service environments.

Required skills