What will you do?

Managing and addressing all inquiries received through email. This includes the task of enteringprimary data onto the designated system for the purpose of logging and record-keeping.Additionally, the Business Analyst is tasked with verifying member eligibility and/or assigning andscanning tasks to different specialists for further handling and resolution.

What will make you successful in this role?

Keeping within service level standards to render good service to our advisors; agents; brokers and other internal customers
Provide professional and comprehensive feedback to clients through email or telephone communication; this includes ensuring that all inquiries are addressed accurately and that the information provided to the client is technically correct
Additionally, it is important to maintain a high level of productivity during office hours to effectively meet the demands of the job
Effective Client Service to stakeholders
Accurate and timely investigations and feedback to intermediary and stakeholder queries
Effective administration of baskets, google doc’s and requirements
Sending of contracts to clients and portfolio slip when required
Testing as required on Thought Express and new systems introduced
Identification of problems and logging thereof to the systems support team internal/external that they are not able to fix
Verification of data captured versus documentation submitted
Identify and request any outstanding FIA source documentation for entities
Pre-work on incoming risk claims
Logging of all incoming risk claims to a risk claim specialist
Processing maintenance alteration requests on policies
Verification of data captured for quotation alterations versus documentation submitted
Auxiliary duties as required by Management

Qualification and Experience

Grade 12 or Equivalent.
Diploma in Business administration will be an added advantage
Minimum 3 years relevant experience in the new business and/or claims environment

Knowledge and Skills

Excellent administrative skills
Absolute proficiency in English (verbal and written)
MS Office (Word, Outlook, Excel & Powerpoint) and Company’s software
Extensive knowledge and experience of the Life insurance industry
Ability to meet deadlines
Ability to work in team related environment
Problem identification and problem-solving skills
Accurate and organised
Reliable, hardworking and accountable
Ability to work under immense pressure

Personal Attributes

Build a successful career with us

We’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 Competencies

Turnaround time

The 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 transformation