Who are we? Sanlam is a leading financial services group, originally established as a life insurance company in 1918. The Sanlam Group conducts its business through Sanlam Limited, the corporate head office and four business clusters. The corporate head office is responsible for the Groups’ centralised functions such as strategic direction, financial and risk management, marketing and communications, Group human resources and corporate social investment (CSI). The four business cluster include; Sanlam Personal Finance, Sanlam Investments, Sanlam Emerging Markets and Santam. One of the largest businesses within the Sanlam Group, Sanlam Employee Benefits (SEB) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SEB assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members. What will you do? The successful applicant will be part of the core, senior management team and will be responsible with the Strategic Client Relationship Manager for the success of the business This senior management position is responsible for a portfolio of high profile clients. The Client Relationship Manager accepts total responsibility for the relationships and administration of the retirement funds within this portfolio. The relationships include those with Employer and Member Trustees, Union representatives, Employer HR, Employees, Staff, other Service providers, Consultants etc. Deliver excellent client service (strategic and operational) to all stakeholders e.g. Board of Trustees, Principal Officers, Consultants, HR Managers, Brokers and Members Contribute to the profitability of the company through management of income, negotiation of annual fees and identification of opportunities for growth Provide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statements Attendance of trustee meetings and sub committee meetings related to the portfolio of clients – this could include travelling What will you do? (continues) Identify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements Maintain, improve and develop internal business processes to ensure effective service delivery Nurture and build strong relationships with clients Maintain and strengthen relationships with internal departments in order to resolve queries Qualification & Experience Matric/Grade 12 (with Accounting and/or Mathematics) Relevant degree/diploma 6-7 years employee benefit experience with at least the last 3 years spend in a similar role, ideally with exposure to client/Board of Trustees Three to 5 years management experience Proficiency in MS Office (Word, Excel and Outlook) Knowledge and Skills In depth knowledge of the Retirement Fund Administration Environment In depth knowledge of the Pension Funds’ Act Proficiency in MS Office (Word, Outlook, Excel, Power Point) Ability to formulate, interpret, implement and improve business processes Ability to communicate and build relationships effectively at all levels of business i.e. from administrative staff to executive level Able to handle difficult clients and resolve client matters telephonically & face to face Able to handle conflict and displays assertive demeanour when necessary Report writing skills Presentation skills Knowledge and Skills (continues) Good negotiation skills Focus on providing high quality client service Strong attention to detail and proactive attitude Strong ability to organize and prioritize Strong results and delivery focus Solid project and time management skills Ability to work independently Innovative and demonstrates initiative Ability to perform well under pressure and meet deadlines Ability to collaborate and pull information together Proactive and a team player Our aim is to help you build a successful career with us We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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.