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Sanlam Group
Client Services Consultant: QA – GPAFSanlam Group • Johannesburg, ZA
Client Services Consultant: QA – GPAF

Client Services Consultant: QA – GPAF

Sanlam Group • Johannesburg, ZA
6 days ago
Job description

Job purpose

  • The primary purpose of the Client Service Consultant is to process Claims on the Lisp Platform, including Discretionary claims, Withdrawal claims, Retirement claims and Savings withdrawal claims.

Key Outcome

  • Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.

Processes and service reporting

  • All tasks allocated are processed within standard SLA as per the relevant procedures.
  • Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders.
  • Loading and Authoring Claims (incl switches) per the relevant procedures.
  • Accurate use of D365, statuses & notes
  • Adherence to all internal protocols on administration.
  • Recording Errors to identify training Needs and to prevent future errors
  • Guiding and supporting peers with ongoing training of new staff and other areas as required by the business.
  • Ensure that all emails coming to the mailboxes are attended to.
  • Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards

Queries and complains

  • Ensure that queries are acknowledged and responded to accurately and within agreed time
  • Upskill the team to be able to handle queries
  • Manage complex queries, and resolve escalated queries
  • Responsible for team related Audit queries

Qualifications and experience

  • Grade 12
  • Having achieved or studying towards a relevant Degree/ Tertiary Qualification and/or Post Graduate qualification advantageous
  • 5 years administration experience
  • Compass/D365 an advantage

What will make you successful in this role?

Competencies

  • Client focus
  • Strong knowledge and experience in the Linked Investment Service Providers (LISP) Industry.
  • Knowledge on legislation specific to the Pension Funds Act and the Long-Term Insurance Act
  • Cultivates innovation
  • Collaborates
  • Being resilient
  • Drive results
  • Rule orientation
  • Ability to delegate
  • Ability to manage expectations
  • Responsible & accountable
  • Resourceful problem solver
  • Effective Communicator

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Ability to adapt to change

Closing Date: 15 May 2026

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Client Services Consultant: QA – GPAF • Johannesburg, ZA

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