Posted on :
7 Jan, 2014
7 Jan, 2014
Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs
Key Responsibilities
Provide administration support to Intermediaries
Process and monitor new business issued
Provide sales support to the Broker Consultant/Advisors
Assists the intermediaries with the relevant product information
Monitor outstanding premiums
Providing Quotations to the Brokers
Providing after Sales Services
Minimum Requirements
QUALIFCATIONS:
Grade 12 or equivalent qualification
A relevant tertiary qualification would be advantageous
EXPERIENCE:
A minimum of 2 years relevant administrative experience within the financial services industry is preferred
Prior experience within a Broker or Advisor Services environment is preferred
Insurance product experience and knowledge of relevant quotation processes and systems is preferred
Competencies
Communication
Problem solving
Stress tolerance
Client focus
Team success
Adaptability
Managing work
Work standards
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