Retention Analyst & ELM NUB Issuer
Who are we?
Sanlam 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 a fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.
What will you do?
The primary purpose of this position is to execute:
– Sanlam’s client (Affluent & ELM) retention strategies.
– Sanlam’s direct (non-intermediated) sales strategies.
– The efficient issuing of ELM new business submitted.
What will make you successful in this role?
By using the arrears reports: Proactively contact clients to ensure collection of premiums prior to lapses by means of telephony, outbound calls, inbound calls, WhatsApp and SMSs.
Answering calls from existing clients and dealing with retention-related queries and or complaints
Informing clients of the option to make Cash or EFT payments via bank deposits to eradicate arrears.
Capture new banking details to update the debit order payment method.
Update payment methods depending on the client’s requirements.
Proactively attempt to retain customers looking to terminate benefits or cancel their policies by offering alternative products or reduced or less benefits to existing clients during retention conversations.
Work closely with the sales team to refer cases where the client has a different set of needs and requirements.
To work closely with the Premium Admin Accountants in the reconciliation of payments received in the bank.
Work towards meeting monthly retention targets.
Maintenance of spreadsheets and accurate data reporting.
Efficiently (and within the business rules) process and accept new business applications.
Remain within the Service Level Agreement as agreed by Management.
Carry out any other tasks that may be required from your supervisor.
Qualification and Experience
Tertiary Qualification (Preferably a degree in Business Administration; Mathematics; Statistics or Finance).
A customer service or call center qualification will be an added advantage.
Minimum 1 year working experience in life insurance industry.
Strong Sales and Marketing experience.
Excellent Customer services experience.
Personal Attributes
Plans and aligns – Contributing independently
Interpersonal savvy – Contributing independently
Communicates effectively – Contributing independently
Optimises work processes – Contributing independently
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 realize their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Being resilient – Contributing independently
Collaborates – Contributing independently
Cultivates innovation – Contributing independently
Customer focus – Contributing independently
Drives results – Contributing independently
More Information
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Job Application Details
APPLICATION DETAILS
To apply, please visit the link below:
https://www.sanlam.co.za/namibia/about/careers/careeropportunities/Pages/current-opportunities.aspx
Closing date: Monday, 14 March 2023
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