Job Description

Who are we?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?On boarding and administration of advisor/SAI's and new broker contracts:

• Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
• Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
• Ensure all branch training registers are updated and filed monthly.
• Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.
• Complete adviser and manager's On Boarding Recruitment ( Rep Packs ) forms accurately.

New Business Processing:

• Capture and attach all new business applications on the relevant syste
• Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-off times.
• Prepare and submit lodgements as per the required processes and timelines.
• Identify and correct account-related rejections.
• Scanning and indexing of paper-based applications.
• Internal Audits on Outsourced business
• Verification calls on SAI and Broker business.
• Ensure business riles are adhered to

Digital sales device management:

• Assistance with the order, allocation, distribution of devices
• Administration towards device management including stolen/lost devices, forensics reporting
• Troubleshooting and reporting on damaged devices
• Manage team central file of asset allocation and returns.
• Ensure training and upskilling of new advisers on I-Manage application and process.
• Provide monthly support and guidance on new Dash Boards for Sales Managers/Branch Managers.
• Monitor new business application flows
• Reporting weekly common errors to Sales Managers.

Ad hoc administrative support:

• Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries.
• Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
• Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
• Prepare the required data for advance commission payments/loans.
• Assist with training of external system users, and access.
• Assist with stock management/toner orders and stationery and update company asset registers
• Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
• Support Advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events
• Check Advisor Accreditations and advise where accreditations have expired and any matter concerning advisor accreditations

What will make you successful in this role?QUALIFICATIONS:

• Matric (Grade 12)
• Diploma or degree in related field will be advantageous.

KNOWLEDGE AND EXPERIENCE:

• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous.
• Customer engagement principles

Experience:

• 2 - 3 Years experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.
• Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)

Qualification and ExperienceGrade 12 with 1 to 2 years related experience.Knowledge and SkillsGeneral Administrative PracticesRisk, debt, MI and budgetingClient relationship managementLogistical and events/meeting co-ordinationPersonal AttributesCommunicates effectively - Contributing dependentlyDecision quality - Contributing dependentlyAction orientated - Contributing dependentlyOptimises work processes - Contributing dependentlyBuild a successful career with usWe'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.Core CompetenciesCultivates innovation - Contributing dependentlyCustomer focus - Contributing dependentlyDrives results - Contributing dependentlyCollaborates - Contributing dependentlyBeing resilient - Contributing dependentlyTurnaround timeThe 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.Our commitment to transformationThe 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 South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Sanlam