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15 Feb 2022

Full-Time Call Centre Agent (RFW Support) CPT

Sheila Western Cape

Job Description

Job description
Who are we?

Sanlam Corporate Cluster comprises of the two existing businesses – Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits.

What will you do?
Effective servicing clients via telephone, mail and walk-in interactions with all retirement fund administrative matters
Adhering to the implemented processes, policies and procedures and keeping to all Service Level Agreements
Handling of general information requests from clients in a professional, effective and efficient manner
Nurture and build strong relationships with internal and external clients
Updating of member information accurately on system
Outbound dialing will be required dependent on project specific tasks
Support and contribute towards the Sanlam Digital Strategy

What will make you successful in this role?

Qualification & Experience
Matric/Grade 12
Experience in a customer centric environment
Knowledge of Financial Services would be advantageous
Computer literate with proficiency in Microsoft Office (word, excel and Outlook)
Competency in an African language
Knowledge And Skills
Excellent interpersonal and written and verbal communication skills, especially telephone etiquette
Drive towards client services
Conceptual thinking skills with an ability to interpret business processes
Able to handle difficult clients and resolve client matters
Self-motivated with a strong focus on delivery
Positive, innovative, energetic and a strong team player
Able to work fast and accurate under pressure
Client focused with good interpersonal skills
Flexible and able to adapt to change
Diligence and attention to detail
Qualification And Experience

Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge And Skills

Customer Service


Quality, compliance and accreditation

Team Support

Personal Attributes

Communicates effectively – Contributing independently

Action orientated – Contributing independently

Situational adaptability – Contributing independently

Optimises work processes – Contributing independently

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Collaborates – Contributing independently

Being resilient – Contributing independently

Drives results – Contributing independently

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

The 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.

How to Apply

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Job Categories: WordPress. Job Types: Full-Time. Job Tags: Agent and Call Centre Agent (RFW Support) CPT.

Job expires in 82 years.

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