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... timely fashion to their external and internal clients and to maintain a high level of professionalism and competence in every client interaction. Duties & ResponsibilitiesProviding a high standard of client serviceResolving customer queries and requests from incoming calls and email ...

... timeously.Administration:Client Visitation Planning - Daily, weekly and monthly visitation planning to be detailed, accurate & completed.Client Visitation Reports - Daily visitation reports to be detailed, accurate & complete as per set document.Existing Client Information - Changes to client ...

... Time management • Change management COMPETENCIES ABOUT THE COMPANY Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging ...

... Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers ...

... Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. ...