Intermediary Support Assistant – Client Retention

About the role

The Intermediary Support Assistant provides administrative and sales support to Sanlam intermediaries and regional sales management. Reporting to the Operations Manager, the role focuses on enhancing client retention and delivering proactive assistance to both intermediaries and clients.

Key responsibilities

• Proactively contact active clients to improve retention and provide support to intermediaries.
• Build positive relationships with intermediaries and clients to encourage repeat business.
• Ensure high client satisfaction through timely and proactive assistance.
• Provide internal feedback on client retention improvements.
• Analyse client account trends to identify retention opportunities.
• Assist with general administrative tasks as required.
• Offer lapse support to intermediaries and business stakeholders.

Required profile

• Grade 12 or equivalent; tertiary qualification advantageous.
• Minimum 2 years of relevant administrative experience in the financial services industry.
• Experience in broker or advisor services environments preferred.
• Knowledge of insurance products and quotation processes.
• Strong client‑centric attitude, ability to manage time and meet deadlines.
• Excellent communication and collaborative skills.