Branch Administrator

Sanlam; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking an Administrative Assistant to support onboarding processes, manage client queries, and ensure compliance with business rules. The role requires 2-3 years of administrative experience, preferably in the insurance sector. Strong communication and organizational skills are essential for this position, along with proficiency in office management systems like MS Outlook and Jira. The company offers opportunities for growth and a focus on employee development.

Benefits

Growth opportunities

Employee development programs

Qualifications

• 2-3 years’ experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.

Responsibilities

• Onboard and administer advisor contracts.
• Resolve client-related queries, claims, and amendments.
• Prepare data for advance commission payments.

Skills

General Administrative Practices

Client Relationship Management

Office Management Systems

Education

Matric (Grade 12)

Diploma or degree in related field

Tools

MS Outlook

MS Teams

Jira

Job description

Who are we?

Sanlam Developing Markets [SDM] (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

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 Psiber2.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 required 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.

2. 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.

3. 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.

4. 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

• 2 - 3 Years’ experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.
• Experience working on office management or task management systems (MS Outlook / Teams and Jira /etc.)

Qualifications

• Matric (Grade 12)
• Diploma or degree in related field will be advantageous

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Client relationship management

Logistical and events/meeting co‑ordination

Personal Attributes

Communicates effectively - Contributing dependently

Decision quality - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

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 realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Drives results - Contributing dependently

Collaborates - Contributing dependently

Being resilient - Contributing dependently

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 Group is committed 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 key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.