Client Care Representative: Call Centre X150 (JG:6/7)Sanlam

Job Details Overview

  • Bellville
  • Customer Service
  • Permanent
  • Sanlam
  • Sanlam Personal Finance
  • Matric / Grade 12

Position Details

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs. As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Position Description

Key Responsibilities

Core responsibility:

  • Our business is dived into three divisions, a call centre a front of office and an administration division that deals with all other types of communication and correspondence from our customers.
  • You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.
  • Effectively deal with all client calls; investigating, and ensuring resolution of client policy service enquiries.
  • Please note that this inbound call centre position.

Minimum Requirements


  • Matric/Grade 12
  • Tertiary qualification would serve as an advantage.


  • Life insurance customer service experience.
  • Experience in assurance administration.
  • Competent with the administration of life covers, retirement annuities, savings plans and investments.
  • Call Centre experience is critical for this position.


  • Knowledge of both the Legacy and the Epsilon (Stratus) operating platform and products is very important for this position.
  • We require individuals that are able to fluently communicate in English and Afrikaans. An African language would advantageous.
  • Must be very effective in simultaneously navigating computers while communicating with clients on the phone.  


  • Must have passion for customer services
  • Strong communication skills
  • Aptitude to identify and solve problems
  • Capacity to manage information
  • Very good Interpersonal skills
  • You must have Integrity and hold respect for others


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