Job Description

Broker Administrator - Port ElizabethFull job descriptionWho are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.What will you do?PURPOSE OF THE ROLETo provide various operational, administrative, and reporting activities across all channels to support the effective and efficient working of the branches and advisors.Key Responsibilities1. On boarding and administration of advisor/SAIxe2x80x99s and new broker contracts:Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE 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 on a monthly basis.Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.2. New Business Processing:Capture and attach all new business applications on the relevant system.Conduct affordability checks on all written policies, when required.Check and provide an update on SSLP pending new business.Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-offtimes.Prepare and submit lodgements as per the required processes and timelines.Identify and correct account-related rejections.Scanning and indexing of paper-based applications.3. Policy ServicingEnsure that client amendments are submitted and processed timeously and follow up for completion.Assist branches and advisors with client related queries including, telephonic queries, client walk-insand claims escalations.National support to outsourced brokers queries via email4. Retentions ReportingPull and analyse all required monthly and weekly reports and distribute, where required, to Sales managers, branch managers and advisors5. Ad hoc administrative supportSupport 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.Manage the resolution of any facility related issues.Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.QualificationsMatric (Grade 12)Diploma or degree in related field will be advantageousKnowledge and ExperienceKnowledge:In-depth understanding of industry standardsWorking knowledge of products and services (advantageous)Knowledge of regulatory and compliance frameworks would be advantageousCustomer engagement principlesExperience: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.)Personal AttributesCommunicates effectively - Contributing dependentlyDecision quality - Contributing dependentlyAction orientated - Contributing dependentlyOptimises work processes - Contributing dependentlyBuild a successful career with usWexe2x80x99re all about building strong, lasting relationships with our employees. We know that you have hopes for your future xe2x80x93 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 xe2x80x93 Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office xe2x80x93 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 committed 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 key components to ensuring 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. Return to Sea

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