Sanlam Group invites interested and suitably qualified candidates to apply for the position of Branch Administrator to be based in Mthatha, Eastern Cape.
Position: Branch Administrator – Mount Frere
Location: Mthatha, Eastern Cape
What will you do?
• On boarding and administration of advisor/SAI’s and new broker contracts:
• Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
• 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.
• Complete adviser and manager’s On Boarding Recruitment ( Rep Packs ) forms accurately.
New Business Processing:
• Capture and attach all new business applications on the relevant syste
• Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-off times.
• Prepare and submit lodgements as per the required processes and timelines.
• Identify and correct account-related rejections.
• Scanning and indexing of paper-based applications.
• Internal Audits on Outsourced business
• Verification calls on SAI and Broker business.
• Ensure business riles are adhered to
Digital sales device management:
• Assistance with the order, allocation, distribution of devices
• Administration towards device management including stolen/lost devices, forensics reporting
• Troubleshooting and reporting on damaged devices
• Manage team central file of asset allocation and returns.
• Ensure training and upskilling of new advisers on I-Manage application and process.
• Provide monthly support and guidance on new Dash Boards for Sales Managers/Branch Managers.
• Monitor new business application flows
• Reporting weekly common errors to Sales Managers.
Ad hoc administrative support:
• Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries.
• Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
• Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
• Prepare the required data for advance commission payments/loans.
• Assist with training of external system users, and access.
• 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.
• Support Advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events
• Check Advisor Accreditations and advise where accreditations have expired and any matter concerning advisor accreditations
What will make you successful in this role?
QUALIFICATIONS:
• Matric (Grade 12)
• Diploma or degree in related field will be advantageous.
KNOWLEDGE AND EXPERIENCE:
• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous.
• Customer engagement principles
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 / Jira / etc.)
Qualification and Experience
• Grade 12 with 1 to 2 years related experience.
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
How to apply
Apply Here: Branch Administrator-Mount Frere