Affluent Broker Services Assistant in Sanlam Windhoek, Khomas, Namibia

Website Sanlam

This job listing is about Sanlam in Windhoek, Khomas, Namibia 2022 exclusively on

Who are we?

Sanlam Namibia is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam Namibia is increasingly introducing greater financial and technical expertise.

Purpose of the position

The successful candidate should display exceptional service skills and assist the Affluent Broker Consultants in providing outstanding administration and sales service to brokers and their brokerage.

Main Duties And Responsibilities

Drawing of client portfolios , tax certificates, maturity and early retirement quotes

Understanding TE quotations and sorting out possible errors with New Business Support

Following up queries and case issues with admin support

Identify and communicate outstanding case requirements on Doc-it

Investment policy number allocation and signing off of ROT’s

Billing and premiums reconciliation queries

Capturing of prestige funeral plan for affluent brokers

Managing brokers consultants’ offices whilst they are out of office

Broker and Broker assistant support

Support initiatives to increase the take up of technology with brokers

Qualifications And Experience

Grade 12 certificate

Relevant tertiary qualification will be an added advantage

At least 2 years’ experience in a financial service environment

Experience in insurance industry and/or administration and sales service will be an added advantage

Knowledge And Skills

Strong ability to work under pressure

Excellent communication skills in English.

A local language will be an added advantage

Creative, innovative and team player

Problem solving, assertiveness and client-service orientated

Computer Literate (Ms Office and Ms Excel)

Excellent communication skills

Core Competencies

Being resilient – Contributing independently

Collaborates – Contributing independently

Cultivates innovation – Contributing independently

Customer focus – 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 Namibia Group is commited 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 the key components to ensure a thriving and sustainable business in Namibia. The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Company: Sanlam

Vacancy Type: Full Time 

Job Location: Windhoek, Khomas, Namibia

Application Deadline: N/A

Apply Here