Affluent Broker Services Assistant in Sanlam Windhoek, Khomas, Namibia

Website Sanlam
This job listing is about Sanlam in Windhoek, Khomas, Namibia 2022 exclusively on jobizille.com
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
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