Client & Data Insights Specialist (Readvertise) at Sanlam Group

Position Overview

• We are thrilled to offer an exciting opportunity for a dedicated Client & Data Insights Specialist to join our dynamic team within the Sanlam Loyalty & Rewards coalition program. If you possess a unique blend of skills in financial services and client data systems, and have a passion for developing and performing data analytics and behavioral science insights, this role is perfect for you.
• You will leverage your expertise in actuarial science, data science, valuations, and software to enhance the business intelligence function for Sanlam L&R across the Sanlam Group. 

The individual appointed to this position is expected to:

• Grow the Business Intelligence function for Sanlam L&R to ensure evidence-based decision-making for the group-wide Wealth Bonus ecosystem as well as the Sanlam Reality self-paying membership options.
• Work closely with the ITOps team as well as the Product & Marketing teams to produce and enhance internal management reports that track engagement and marketing metrics for the business.
• Assist in the development and execution of key functions within the Product Team to support Sanlam L&R with analytical insights and management feedback.

Qualification and Experience

• Degree in Actuarial Science, Data Science or Computer Science and at least 3-4 years of experience in an analytical field
• A demonstrated history of applying analytical thinking in a business environment.
• Experience in financial services (preferably) or other. 
• Experience querying databases and using statistical computer languages when managing data: (eg. R, Python, SQL, etc.)
• Experience visualizing/presenting data for stakeholder use.

What will you do?

Automate Quarterly Engagement reports for key stakeholders and automate where possible:

• Wealth Bonus
• Sanlam Risk & Savings
• Sanlam Emerging markets
• Sanlam Corporate

Complete reports on communication metrics and automate these where possible:

• Welcome communication open & click rates for each membership option
• Newsletter open & click rates
• SVSMS open & click rates
• Create dashboards and perform trend analyses with insights if possible
• Sales reports
• Perform regular data analysis to manage and grow engagement with the various rewards products & services
• Build client and data insights models that will track historical and predict future client behaviour.

What will make you successful in this role?

• Love for analytics & analytical tools: Enjoys applying technical and analytical knowledge to visualise business outcomes
• Organized and self-starter: Mature professional with high standards for quality and quantity of delivering impactful business results
• People skills: Enjoys working with other technical experts and actuaries. Open and honest communication and pro-active approach.
• Problem solver: Enjoys challenges and applies pragmatic thinking towards collaborating on solving complex business problems.
• Fast technical learner: Has a good approach towards learning and understanding new technologies and its business application.

Knowledge and Skills

• IT Data Analysis
• Data Mining
• Advanced analytics to address business requirements
• New technologies and methodologies
• Predictive Analytics