Latest Job Opportunities at Santam Insurance

What will you do?

Mirabilis a subsidiary of Santam has a position available for a Marketing Assistant who will be based in Rosebank, Johannesburg.

The main purpose of the job is to support the marketing team and coordinate training and other broker functions

Key functions include:

Quoting and Admin

• Quoting on instruction (ie: understanding of systems and a basic knowledge of insurance)
• Renewal preparation monthly
• Material Preparation for training functions
• Research for Marketing Presentations
• Solving of queries on instruction between various departments

Stats Preparation

• Broker Premium consolidation
• Broker information consolidation
• Broker target consolidation
• Broker area distribution

Marketing Training

• Powerpoint Presentation preparation
• Research for Marketing Presentations

Travel

• Mainly local travel, as determined in consultation with Manager.

Qualification and Experience

Upon  appointment 

• Matric
• Post Graduate B.Comm, Engineering or Insurance Qualification  
• 2 years in short term insurance experience, preferably in Engineering insurance. 
• RE5
• Computer Literacy: Microsoft Office - proficiency in Word, Excel PowerPoint and Microsoft Outlook
• Driver’s license (and own vehicle)

Subsequent to appointment 

• Various practical industry courses and on the job coaching
• Continuous development of interpersonal skills

Personal Attributes

• Well spoken
• Bilingual
• General understanding of engineering insurance
• Ability to perform tasks under pressure
• Presentable
• Accuracy
• Attention to detail 
• Team player
• Confident, assertive, professional
• Excellent communication skills, verbal and written 

go to method of application »

Job Description

• The incumbent will play a key role in supporting the CPM CoE team, by working closely with its management team and the incumbent will be required to handle highly confidential documents and information requiring utmost discretion.

Accountabilities

• Administrative support Activities:
• Allocation of Underwriting referrals using CRM D365 to the CPM CoE Underwriting team and subsequent collation of monthly and bi-annual statistics for review & performance monitoring purposes.
• Performing administrative processes for the delivery of CPM Renewal terms, which includes management of control sheets, navigating various systems to collect required information, consolidation of information and allocation of renewal tasks.
• Collation of underwriting reporting for presentation at regional engagement sessions.
• Gathering information and conducting background research, follow-up, preparing of summaries, basic analysis as and when required.
• Office asset management and maintenance of asset register for the team (e.g. laptops). This includes stationary management (inventory maintenance and requisition), maintaining of office systems, data management and filing, organograms and mailing and teams lists.
• Diary management and managing the teams leave planning in MSteams “Shifts”. This includes
• timeous and accurate scheduling of meetings ensuring that venues and appropriate facilities have been arranged as needed as well as following up on diary requests to ensure appropriate and constructive allocation of time.
• Event management, such as strategic sessions and various team events; venue hire and all logistical aspects including catering associated with such events
• Managing and actioning incoming email as delegated, corresponding on behalf of the management team as contracted.
• Stand in for CPM Head Administrator as required.
• Assistance on ad-hoc requests as determined by the management team.
• Travel Co-ordination:
• Co-ordinate travel arrangements as determined by the management team
• Ensure adherence to Santam group travel and procurement policies
• Assist with team communication initiatives
• Minuting matters arising from team meetings and action items, tracking progress and following up on delivery
• Responsible for maintaining the teams’ intranet requirements (SharePoint, Confluence and
• MS Teams) site with updated documents, policies, communication, and other team details.
• Distribution of team communications.
• General Administration
• Maintain access to specific systems on instruction from authorised individuals (e.g. to budget system)
• Administrative support for new employee appointments which includes arranging access to systems, computer equipment, parking and introductory/ induction meetings
• Administrative support for staff resignations to ensure all aspects of our HR policy are adhered to as they pertain to retrieve of SANTAM owned equipment such as laptops, 4g cards and the like
• Ensure that office area is in order/ neat; ensuring that maintenance is arranged when required.

Qualification

• Matric
• Relevant tertiary qualification would be a plus

Requirements

• Microsoft Excel & Power Point affluent
• Project and/or process management skills
• Matric
• Administrative support capabilities

Experience

• Preferably 3 years’ experience as an Administrative/Personal Assistant in a corporate team
• and/ or responsible for supporting senior management
• Evidence of experience in engagement with key business and external partners across all
• levels (including senior levels) on behalf of the line manager and area is recommended

Skills

• Computer literacy and efficiency (Advanced Excel, Word, PowerPoint and Sharepoint)
• Ability to self-teach and master Confluence and MS Teams
• Strong co-ordination, organizational and planning skills
• Excellent interpersonal, communication and networking skills
• Results orientated, pro-active and deadline driven
• High stress tolerance: Ability to operate under pressure
• Strong quality and client service orientation
• Sound analysis skills
• Confidentiality
• Ability to ‘think-out-of-the-box’ / lateral thinking
• High initiative/self-starter/proactive and anticipates requirements
• Professionalism, excellent judgement, use of discretion, prioritization and problem-solving
• abilities
• Ability to work and make decisions independently
• Attention to detail

Competencies

• Collaborates
• Client focus
• Drives results
• Flexibility and adaptability
• Cultivates Innovation
• Planning and organizing
• Situational adaptability
• Interpersonal savvy
• Stakeholder management
• Manage complexity

go to method of application »

Job Description

The position calls for a person who will provide strong technical expertise and mentoring to assist a Digital Consultant Support team operationally and to embed and enhance systems and processes that support the Digital adoption efforts of Santam Broker Solutions. The successful candidate will be responsible for managing team performance and requires of the incumbent to embrace and encourage a culture of learning and growing. 

Key Responsibilities

• Coaching & Roadshows to promote the usage of Santam Digital assets.
• Monitor quality of work produced by team and provide leadership/ coaching where necessary to encourage learning and decision-making.
• Management of workflow.
• Managing the delivery of the Santam Experience in line with set standard operating procedures and service level agreements.
• On-going enhancement of the existing systems and processes by adapting and responding to changes in the environment and recommendations from our stakeholders.
• Planning and organising in order to manage other ad-hoc day to day operations, processes and team outputs. 
• Build and maintain effective relationships with key stakeholders.
• Managing intermediaries’ activities on Santam platforms – ability to influence and get buy-in.
• Dealing with staff issues and resource optimisation, including building technical expertise to deliver on KRAs.
• Communication skills, (understanding, speaking and writing of English and Afrikaans).
• Ability to perform under pressure and maintain a resilient approach in spite of set-backs.
• Inherent ability to Live the Santam Values.
• High level understanding of Investigation of BAU incidents and assisting in driving the solution. 
• Understanding of change impact after technical releases and building a support structure. 

Qualifications and Experience

• Proven experience managing a team of people. 
• Working knowledge of Santam systems is a requirement. With a preference to Broker Portal and SBS systems experience.
• Grade 12 (Matric Certificate) qualifications with acceptable pass mark. 
• Proficient and proven track record with process enhancements - Process certification or equivalent
• Higher Certificate in Insurance or equivalent.
• Regulatory Examinations (RE) with full qualification.
• Computer literacy (MS Word, Excel and PowerPoint – intermediated proficiency levels) FAIS compliance is a business requirement.
• Thorough technical, product and wording knowledge of Santam Commercial, Personal and Santam AGRI products. 
• Drivers licence is a requirement.

Skills

• Analytical thinking - ability to analyse and apply information and data.
• Appreciation of insurance and underwriting principles.
• Business partnerships.
• Commercial and profit driven.
• Conceptual thinking. 
• Curious about new developments and technologies and application to risk management.
• Excellent inter-personal skills.
• Execution and deadline oriented.
• Flexibility.
• Good communication skills (verbal and written).
• Hunger for improvement.
• Impact & Influence.
• Information seeking.
• Innovation - innovative flair or ability to unlock this in business and people.
• Keen attention to detail.
• Negotiation skills. 
• Planning and organising - ability to cope with conflicting demands and to prioritise tasks.
• Presentation skills.
• Solution oriented.
• Teamwork and cooperation. 
• Tenacity.
• Self-Confidence.

Competencies

• Delivering results and meeting customer expectations
• Relating and networking
• Analysing
• Applying expertise and technology
• Achieving personal work goals and objectives

go to method of application »

Role purpose

The role of the Retentions manager will report into Client Solutions: PL Direct: Client Engagement unit. This team is responsible for servicing and retaining existing Direct Personal Lines policyholders by providing an excellent client experience on all interactions. The outcomes will be achieved through understanding the needs and requirements of clients through research and analytics and then devising and executing of strategies to achieve retentions objectives. This job will also focus on the development and management of processes of the retention’s teams.
The primary responsibility of the Retentions Manager is to retain Santam Direct’s clients through effective retention methods and client interactions delivered by the Retention teams.

Principal Accountabilities

Client Retentions Strategy    

• Develop, implement and oversee the Direct client retention strategy, including the creation of retentions frameworks and initiatives

Policy Renewals    

• Monitor policy renewal rates and develop tactics to optimise and increase renewal percentages through pro-active communication, value added services and enhancing client satisfaction.

Client Communication    

• Establish effective communication channels with policyholders to address queries, concerns and promoting policy benefits, with the intent to retain existing clients.

Team Management 

• Lead and manage retentions advisors and Team Leaders. Providing guidance, training, and support to achieve retention goals

Client Feedback  

• Gather and analyse client feedback to continuously improve the client experience and client satisfaction.

Data Analysis    

• Utilize data analytics to identify trends, client preferences, and areas of improvement for the retention strategy -
• Receive standard reporting from Insights and Analytics team and perform analysis on reporting

Competitor Analysis  

• Stay informed about industry trends, standards, and competitors retentions strategies to remain competitive.

Reporting  

• Prepare regular reports and presentations for senior management, highlighting retention performance and suggesting improvements.

Knowledge and Experience

• Bachelor’s degree in Business, Marketing or related fields
• Proven experience in client retentions, ideally in short-term insurance industry
• Strong analytical skills with experience in data-driven decision making.
• Excellent communication and negotiation skills
• Leadership and team management experience.
• 2-5 years’ experience in a similar role as Retentions Manager. Does not have to be STI 

Skills

• Excel for reporting
• Underwriting
• Client Experience measurements and management
• Guidewire
• Technical knowledge of financial services industry and trends
• Understanding of competitor retentions strategies

Competencies

• Strategic thinking & planning
• Client-centric mindset
• Data analysis and reporting
• Team leadership and management
• Effective communication and interpersonal skills
• Adaptability and problem-solving abilities.

go to method of application »

What will you do?

The campaign management accountability includes campaign design, performance optimization (sales metric), at times starting at warm-up stage through various means of communication (response rate), be it email, SMS or other digital enablers. The Campaign Specialist accountability includes but not limited to 85 – 90% focus on Sales activities, Client Engagement campaigns and existing business campaigns (profitability actions or a marketing campaign as example). Daily reporting to advisors on target achievement progress, intentionally stimulating a high-performance culture, for improved sales and earnings through line management/ Sales Manager encouragement and ‘competition’ (BPS model) etc.

What will make you successful in this role?

• Analyse and ensure an optimized ROI and performance of leads according to risk appetite, cost of acquisition and propensity for conversion.
• Campaign design and management of existing consented lead portfolios, business cross and upsell portfolios, business communication and marketing campaigns.
• Develop and execute multi-channel marketing campaigns to meet business objectives, including email, social media, digital and SMS advertising.
• Collaborate with cross-functional teams to ensure that the campaign creatives and messaging are aligned with business objectives.
• Manage campaign budgets and timelines and ensure that the campaigns are executed timeously and within budget.
• Measure and report on key metrics, including campaign performance, ROI, and conversion rates.
• Utilise insights to optimize campaign performance.
• Manage relationships with external vendors, creative agencies and data providers, to ensure campaign success;  
• Stay up to date with industry trends, best practices, and make recommendations for new and innovative marketing campaigns;
• Provide regular campaign updates to key stakeholders, including management and other cross-functional teams.

Skills and Qualifications

• Completed Matric and a Bachelor’s Degree or equivalent NQF Level 7 qualification in marketing, business, or a related field would be advantageous.
• Minimum of 3 years of experience in campaign management and execution.
• A proven track record in driving revenue growth and achieving business objectives.
• Experience in multi-channel campaign execution, including email, social media, digital advertising, and SMS;
• Ability to analyse data and make data-driven decisions, with a solid understanding of marketing analytics and measurement;
• Excellent communication, interpersonal, and relationship-building skills, with the ability to work collaboratively with cross-functional teams;
• Knowledge of marketing automation tools
• Ability to analyse data and make data-driven decisions, with a solid understanding of marketing analytics and measurement;
• Excellent communication, interpersonal, and relationship-building skills, with the ability to work collaboratively with cross-functional teams;
• Knowledge of marketing automation tools

Kowledge and Skills

• Strong project management skills, with the ability to manage multiple projects simultaneously and meet tight deadlines. 
• Ability to analyse data and make data-driven decisions, with a solid understanding of marketing analytics and measurement. 
• Excellent communication, interpersonal, and relationship-building skills, with the ability to work collaboratively with cross-functional teams.
• Knowledge of marketing automation tools, such as Everlytic, Avaya and D365.

Personal Attributes

• Builds effective teams - Contributing independently
• Decision quality - Contributing independently
• Directs work - Contributing independently
• Plans and aligns - Contributing independently

go to method of application »

What will you do?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper. 

What will make you successful in this role?

Santam’s Operation’s department has an exciting new role and position available for a Case Owner who will be based in the Service Centre team in Johannesburg.

The Case Owner will manage the Brokers experience by providing a dedicated service for high value requests from quotation through inception, amendments to renewal of the policy. The Case Owner is fully responsible for a portfolio; this includes regular engagement with brokers when it is required as well as the key stakeholders from Broker Services, Risk services and Claims.

• Provide a dedicated service to the brokers of a region, focussing on the high value policies.
• Understand the different Santam commercial offerings to provide good and proper advice to our brokers.
• Build strong relationships with the relationship manager and technical manager. 
• Understand the risk exposure for Santam and provide solid underwriting advice to key stakeholders.
• Ensure corrective underwriting actions by incorporating and discussing risks with technical manager, risk services and relationship manager. 
• Manage the referral process for above mandate requests. Ensure high levels of engagement by providing brokers with continuous feedback.
• Identify trends and inaccuracies in specific portfolio and take the necessary corrective action and or provide feedback to broker services and risk services.
• Ensure data quality
• Manage a team of insurance consultants
• Compile reports per Broker for discussion including trends and deviations from process

Minimum Requirements

• Matric/GR 12
• Relevant Insurance Related Qualification
• FAIS compliant
• Above 5 years Commercial Lines experience    
• In-depth knowledge of the different Santam Commercial offerings 
• Working knowledge of reinsurance

Skills

• Computer Literate (MS Office Package),
• Relevant System Knowledge (PolicyCenter WebE, CRM),
• Strong Underwriting skills, 
• Compiling and Analysing data, 
• Understanding of operations management,
• Strong insurance knowledge,
• Ability to transact in the full value offering of service centre,
• People management skills,

Competencies

• Flexibility
• Excellent interpersonal, communication and networking skills. 
• Bilingual (Afrikaans and English) would be advantageous
• Strong client service orientation
• Ability to work under pressure
• Self-confidence
• Problem solving
• Time Management
• Strong conflict handling abilities