New Business Process Assistant: SLS: RA: Sanlam Risk & Savings: Bellville

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Sanlam Risk and Savings (SRS), which is one of the businesses within SLS, offers Risk and Savings solutions to various segments within the market. What will you do?

• Accurately capture, assess and process new business applications by issuing or declining cases in accordance with established procedures and regulatory requirements.
• Ensure the timely processing of new business cases upon receipt of proposals, ensuring it is processed efficiently and within agreed service standards.
• Verify, validate, and maintain client information and supporting documentation to ensure completeness, accuracy, and data integrity.
• Proactively keeping our stakeholders informed if any delays are expected and to follow up on outstanding requirements and information to facilitate case completion.
• Communicate effectively with clients and intermediaries via written correspondence or telephony.
• Effectively manage workload priorities while maintaining high levels of accuracy and productivity in a fast-paced environment.
• Collaborate with team members and other departments to achieve operational objectives and service delivery targets.
• Demonstrate flexibility and a willingness to develop additional skills within the environment to enable a multiskilled environment.
• Ability to work under pressure, good time management skills to be able to meet strict deadlines, whilst maintaining attention to detail and accuracy.

Note:

The nature of the business necessitates overtime during peak periods. Overtime requirements are dependent on operational demands and the volume of business received.What will make you successful in this role?

Qualifications:

• Grade 12

Experience:

• A minimum of 1 years’ experience in data capturing.
• Experience working in a target-driven, high-volume production environment.

Knowledge:

• General life assurance knowledge will be beneficial.

Competencies:

• Communicates effectively
• Administration orientation
• Decision quality
• Information gathering
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Team success
• Drives results
• Being resilient
• Computer skills (able to type >28 words per minute) 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 Being resilient - Contributing dependently Collaborates - Contributing dependently Cultivates innovation - Contributing dependently Customer focus - Contributing dependently Drives results - Contributing dependentlyTurnaround 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: 21 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.