Business Communication Writer at Sanlam Group

What will you do?

• Responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?
Job purpose 

• This role is a specialised role that offers the opportunity to join a highly respected client services team.  If you want to combine your specialist writing skills, your strong product knowledge and strength to work with numbers and data, then this role is ideal for you.  You will become a member of our team that plans, drafts and distributes quality client-facing documentation in line with the agreed practices in the Business Communication team.  This includes the compilation and writing of new client facing documentation in line with product rules, processes, regulations and TCF guidelines, such as plain language.  The role includes the writing of ad hoc client facing letters with the support of mail merge tools, quality data management and testing of batch generated letters and statements.    

Key outcomes 

The following outcomes will be expected to be achieved for this specialised role:

•  Do the day-to-day management & distribution of Glacier’s electronic communication to clients and intermediaries 
•  To take verbal briefs and synthesize it into clear, easy to understand communication & documentation
•  Create new documents such as policy contracts and member guides from scratch in a team environment and apply specialised process, product and regulatory knowledge
•  Ensure a quality, consistent and holistic approach to documentation changes by applying systems, process knowledge and regulatory requirements such as plain language (TCF) 
•  To research and keep abreast with communication techniques and apply it
•  Prioritise and deliver on various projects at the same time
•  Influence the outcome of documents in projects considering client experience to ensure quality communication design
•  Proofread, translate and edit documents as required by the business
•  Responsible for user acceptance testing and providing input in compiling testing matrixes
•  Responsible for input into and sign-off of client statements after UAT
•  Do quality assurance on team members’ work & coach for improvement

Qualifications and experience

• Matric / Grade 12
• A relevant financial degree or degree in document design or communication 
• At least 3 years’ experience in a Lisp or Life Insurance environment where the drafting of documents and project involvement was required

The following will be to your advantage:

•  Excel & MS Word skills 
•  Creative writing skills
•  Specialist knowledge in Lisp or Life insurance product range & processes

Competencies

•  Exceptional communication skills, written and verbal, in Afrikaans and English
•  Ability to write in plain language
•  In-depth knowledge of financial services and investment products 
•  Excellent planning, prioritising and organisational skills
•  High attention to detail, analytical thinking and problem-solving skills
•  Exceptional Client Service Orientation
•  Relationship building skills – ability to communicate on all levels
•  Ability to work under pressure and deliver on deadlines

Attributes

•  Positive, enthusiastic attitude 
•  Honesty, integrity and respect
•  Ability to co-operate and thrive both within an independent and team environment

Qualification and Experience

• Grade 12 with 4 to 5 years related experience.

Knowledge and Skills

• Financial advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently