Job Purpose Exits on fund plans. Output/Core Tasks Process fund exit and related correspondence requests received via various channels. Focus mainly on the following events (Primary events) Fund maturities and retirements (full proceeds) Fund terminations Request Fund quotes Process requests within the appropriate SLA’s and LAD. Servicing of client’s policy needs and requirements. Immediate resolution of service requests in a quality manner to ensure client satisfaction. Communicates completion of cases to clients/funds/management by telephone or in writing. Handles requests for urgent call backs to clients when required. Communicates completion of cases to clients/management by telephone and/or in writing Qualifications Matric/Grade 12 Relevant business degree/diploma from a well-recognised institution will be an advantage. Knowledge And Experience A Minimum of 2 years’ experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective Competencies Client Service orientation Decision making and problem-solving skills Interpretation and reasoning skills Analytical abilities Interpersonal sensitivity Ability to work under pressure Good communication skills in English Knowledge And Skills Customer Service Team Support Administration Quality, compliance and accreditation Personal Attributes Communicates effectively - Contributing dependently Decision quality - Contributing dependently Action orientated - Contributing dependently Optimises work processes - Contributing dependently Closing Date: 7 June 2026 Our commitment to transformation The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process. #J-18808-Ljbffr