Branch Consultant: Keetmanshoop

About the role

SanlamAllianz Namibia, a financial services institution offering individual and group life insurance, unit trusts and asset management, is hiring a Branch Consultant in Keetmanshoop. The role deals with customer queries on individual insurance and investments, promotes the SanlamAllianz brand through excellent client service and completes policy administration tasks within agreed service levels.

Key responsibilities

• Handle client enquiries effectively and on time, within service level agreements
• Promote the SanlamAllianz brand through outstanding client service
• Administer workflows, process claims and maintain policies
• Enter new and updated customer and policy information into systems, set up premium collections and liaise with customers, salespeople and agents to resolve incomplete or inaccurate information
• Explain product status, features and benefits to customers and refer unresolved issues to others
• Follow the organization's policies, procedures and regulatory codes of conduct, and comply with compliance rules
• Create, organize and maintain files containing the correspondence and records of a senior colleague

Required profile

• School leaving certificate
• At least 3 years of relevant experience in a client service environment
• Experience in the life insurance industry is an added advantage
• Absolute proficiency in English (verbal and written); a local Namibian language is an added advantage
• Knowledge of Legacy, SanlamAllianz Affluent, entry-level market and funeral products, and basic understanding of unit trust forms and the SP2 and RSA life insurance products

Required skills

• Microsoft Office and Outlook
• Basic knowledge of insurance principles, regulation and data management
• Intermediate digital literacy and document management
• Communication skills