Client Care Representative

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

What will you do? Job Purpose

• Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.
• You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.

Output/Core Tasks

• You will be tasked to effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries on the events and activities indicated not limited to the ones below:
• Change client’s personal details and intermediary code.
• Register third party.
• Administer Mail Delivery Failures and Direct Scan Failures.
• Create new client record.
• Provide Tax/Contribution Certificate.
• POPIA Enquiries on Personal Details
• Create New FAS Client Record
• Request quote or value.
• Request paid up quote/value.
• Direct client’s with enquiries to other Departments.
• Request document or form.
• Receive and administer incomplete correspondence.
• Resend Interactive Voice Response Document due to Failure.

What will make you successful in this role? Qualifications Role Requirements:

• Matric/Grade 12.
• Relevant business degree/diploma from a well-recognised institution will be an advantage.

Knowledge And Experience

• Policy services administration experience within a financial company is highly recommended.
• Call Centre experience will be to your advantage.
• Ability to communicate fluently in English and Afrikaans will be an advantage.

Competencies

• Must have passion for customer services
• Strong written and verbal communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Ability to learn and apply multiple processes
• Good communication and stakeholder management
• High level of accountability and adaptability
• You must have Integrity and hold respect for others
• Computer literate

Knowledge And Skills Customer Service

Quality, compliance and accreditation

Administration

Team Support

Personal Attributes Communicates effectively - Contributing dependently

Decision quality - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

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 Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Collaborates - Contributing dependently

Being resilient - Contributing dependently

Drives results - Contributing dependently

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.

Closing Date: 6 July 2026 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.