1.On boarding and administration of advisor’s contracts
Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
Assist with training material/brochure/posters orders in support of product changes.
Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
Ensure all branch training registers are updated and filed monthly.
Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.
Assisting with uploading all performance management documents
Capture & upload of SAI appointment packs onto Psiber

2.New Business Processing
Ensure that all new business is checked (qlink, history, AHV and completeness) and processed in line with SOPS within 24 hours of receipt.
Ensure that all unissued application forms are followed up on for outstanding requirements.
Assist outsourced brokers with uploading of replacement documents onto Shango.
Check and provide an update on SSLP pending new business.
Scanning and indexing of paper-based applications within the rquired SLA
Internal Audits on Outsourced business
Internal Audits on New Business where applicable
Ensure New business rules are adhered to
Identify and report fraud as per guidelines immediately
Ensure brokers and SAI’s receive commission statements, payslips and that any other commission or pay related issues are resolved.

3.Policy Servicing and Broker Service
Ensure that all queries, claim, amendments, reinstatements etc. received from brokers/SAI’s are resolved within their SLA and follow up for completion.
Assist with client related queries including, telephonic queries, and claims escalations.
Policy information requests are handled as quickly as possible
Ensure continuous feedback to brokers and their staff
Building relationships through service and regular contact.

4.Retentions Reporting
Manual lodgements and submission
Ensure all MIS bundles are provided weekly/monthly to all current and terminated brokers by 10:00 each Monday morning.
Identify and correct employee and account-related rejections.
Analyse MIS reports and provide insight on possible trends and solutions to all stakeholders.
Overall contribution to the Persistency and NTU rate of the region

5.Ad hoc administrative support
Support with all required technological support including, system application/access as well as resolving any technological errors or queries.
Prepare the required data for advance commission payments/loans.
Manage the resolution of any facility related issues via premium admin
Assist with training of external system users, and access documents.
Assist with stock management/toner orders and stationery and update company asset registers
Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
Ensure that all filing, reception duties, courier booking and parcel preparation tasks are completed within the required timeframe.
Comply with reasonable requests from line manager within the requested time frame, such as (including but not limited to:
Petty Cash and replenishment of office groceries.
Meetings: Minutes & Refreshments
Participate in Championships such as POPIA, OHS, first aider etc. and provide assistance and required input for others who champion.

Experience

Qualifications

General Administrative Practices

Risk, debt, MI and budgeting

Client relationship management

Logistical and events/meeting co-ordination

Communicates effectively - Contributing dependently

Decision quality - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

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 Mi Way and the Group Office – the group provides many opportunities for growth and development.

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Drives results - Contributing dependently

Collaborates - Contributing dependently

Being resilient - Contributing dependently

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.