Intermediary Support Assistant - Financial Services

A propos du poste

Join Sanlam Life Ltd, a leading financial services provider in Africa, as an Intermediary Support Assistant. Reporting directly to the Regional Operations Manager, you will play a pivotal role in bridging the gap between our intermediaries and the regional sales management through exceptional administrative and commercial support.

Missions principales

• Provide proactive commercial and administrative support to Sanlam intermediaries and regional sales management.
• Drive client retention by proactively contacting active clients and managing lapse prevention (e.g., non-payment of premiums).
• Build and maintain positive, long-term professional relationships with intermediaries and clients to foster recurring business.
• Analyze client account trends and provide internal feedback to optimize retention strategies.
• Ensure high levels of customer satisfaction through proactive service and timely issue resolution.
• Handle diverse administrative tasks and support stakeholders during lapse processes.

Profil recherché

• Minimum of 2 years of administrative experience within the financial services sector.
• Proven experience in a brokerage environment or providing services to financial advisors.
• Strong knowledge of insurance products and quotation processes.
• Grade 12 (High School Diploma) required; a relevant tertiary qualification is a significant advantage.
• Experience in customer engagement, client service, or call center environments is highly desirable.

Competences requises

• Excellent time management and ability to meet strict deadlines.
• Strong communication skills and professional client handling.
• Proficiency in product mastery, company campaigns, and terms.
• Analytical skills for account trend monitoring.
• Results-oriented mindset with a focus on process optimization and client equity.