Branch Administrator-pta

sanlamcloud.co.za

Pretoria, Gauteng, ZA
**
Onboarding and administration of advisors
Retentions reporting and analysis
Ad hoc administrative support
** Sanlam Cloud is seeking a Branch Administrator in Pretoria to manage onboarding, administration, and reporting for financial advisors and sales managers. The ideal candidate will have administrative experience in an operational environment, preferably within the insurance industry, and will contribute to building strong client relationships. **

Job Summary

  • On boarding and administration of advisor/SAI’s and new broker contracts, including required checks and documentation uploads.
  • Pull and analyse all required monthly and weekly reports and distribute, where required, to management/Brokers.
  • 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.

Matching Summary

Match Score: 75

** Sanlam Cloud is seeking a Branch Administrator in Pretoria to manage onboarding, administration, and reporting for financial advisors and sales managers. The ideal candidate will have administrative experience in an operational environment, preferably within the insurance industry, and will contribute to building strong client relationships. **

Skills & Requirements

Must-have

  • Onboarding and administration of advisors
  • Retentions reporting and analysis
  • Ad hoc administrative support
  • Digital sales device management
  • Branch training registers updated

Nice-to-have

  • Customer engagement principles
  • Interpersonal savvy
  • Action orientated
  • Optimises work processes
  • Cultivates innovation

Key Requirements

  • Matric (Grade 12)
  • Diploma or degree in related field advantageous
  • 2 - 3 Years experience in an administrative capacity
  • Experience in the insurance industry advantageous
  • Grade 12 or Diploma with 3 to 4 years related experience

Work Rights

Not specified

Tailored Resume

Cover Letter