Career Opportunities at Santam Insurance

What will you do?

• This career opportunity is available at SHA Risk Specialists a division of Santam for a Digital Distribution Specialist, who will be based in Durban. 

What will make you successful in this role?

Underwriting 

• Quoting and dealing with queries from brokers on any referrals that arise out of the digital platform.
• Managing administrative processes and accounts issues arising out of the use of the system.
• Dealing with frequently asked questions.
• Providing guidance to users (brokers) on the use of the system.
• Building and managing profitable portfolios with the Pocket Underwriter system.

Business Development

• You will be responsible for business development for the KZN region
• Bring your value and knowledge to extend us into new opportunities. 
• Drive use of the Pocket Underwriter for KZN brokers to generate their own quotes and policy documents on renewal business.
• Responsible for the relationships with KZN Brokers, Referral and other business partners
• Ability to think strategically and create new opportunities, as well as the operational understanding to ensure delivery on those opportunities to the benefit of SHA and the wider Santam group.
• Set and drive a high performance culture.
• Effective management of the business unit’s budget and its resources. Detailed understanding of the financial drivers of a business is key.
• Build strategic and operational alliances with business units within SHA and the wider Santam group.
• Keep all stakeholders abreast of legislative changes by regulatory bodies and the opportunities they may bring to the group.
• Deliver results as per agreed KPI’s.

Marketing and sales

• Calling on brokers with a view to discussing the range of digital products available through SHA.
• Conducting presentations to brokers to deal with:
• The benefits of the range of digital products
• The differences between standard and digital products
• Driving sales through the Pocket Underwriter.

Events and Training

• Training of brokers on the use of Evolution and EVO PI on the Pocket Underwriter.
• Training of brokers on specialist covers

Digital Client Liaison 

• Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility.
• Provision of telephonic backup and answering services to the digital distribution division.
• Manage broker queries on the usage of the Pocket Underwriter
• Handle credit control queries and errors
• Assist with the administrative process of moving risks into the digital platform
• Continuously monitor quality and accuracy of the documents and KIT records produced by the system
• Participating in ongoing system testing

Qualification and Experience

• Matric
• Appropriate tertiary qualification a preference 
• RE 5 & FAIS Compliant preferred. 
• Minimum 3 years’ experience in the insurance industry.
• 3+ years of Underwriting experience or relevant professional liability experience.
• Added experience with Liability, D&O, and A&H will be beneficial but not totally necessary as training will be provided

Skills

• Comfortable with social media
• Self-starting
• Strong sales and presentation skills
• Solid broker relationships
• Administrative Skills
• Attention to Detail
• Client Orientation 
• Communication Skills
• Initiative
• Teamwork

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

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What will you do?

• Santam is looking for passionate and energetic individual for a position as Reinsurance Technical Accounting Officer who will be based in Tygerpark, Bellville. This exciting opportunity is available within Risk Services, Santam RE: Technical Accounting. 

What will make you successful in this role?

• We are looking for an individual with strong analytical skills and the ability to build good relationships. The successful incumbent’s main responsibility will entail executing the financial aspects of reinsurance, including the processing of reinsurance transactions, preparing statements and settling/recovering balances.

Qualifications and Experience

• Bcom Honours (Essential)
• Completed training contract with accounting/audit practice

Skills

• High numerical skills
• Analytical ability and logical reasoning
• Delivery/results orientated
• Attention to detail
• Building networks and good relationships
• Goal setter and prioritiser
• Communication/interpersonal skills
• Computer literate (Advanced Excel)

Competencies

• Delivering results and meeting customer expectations
• Relating and networking
• Analysing
• Applying Expertise and Technology
• Achieving Personal Work goals and Objectives
• Learning and Researching
• Planning and Organising
• Writing and Reporting
• Following Instructions and Procedures
• Working with People
• Adhering to Principles and Values

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What will you do?

• Santam has a career opportunity available for a Head: Group Sourcing & Transformation Business Development within Group Sourcing & Transformation (GS&T) who will be responsible to drive the extension and leveraging of the GS&T unit capabilities and Sanlam / Santam supply base across the Sanlam / Santam Group. The successful incumbent will report to the Head: Group Procurement and Transformation and will be based at our head office in Bellville.
• The primary driver of the Group Sourcing unit is to create optimal value for the Sanlam / Santam Group from its supply base in context of the Group’s strategy, business objectives, corporate governance structures, ethics and black economic empowerment objectives and the portfolio governs the sourcing activities of the Sanlam Group i.e. Sanlam, Santam, and all the companies directly controlled by Sanlam and/or Santam in South Africa.
• The Head: Group Sourcing & Transformation Business Development will offer vision and strategic direction to the extension and leveraging of the Group Sourcing unit capabilities and Sanlam / Santam supply base iro international geographical extension, specific strategic focus areas, supply chain leveraging projects, additional income stream opportunities and any other agreed value extraction initiatives aligned to the Sanlam / Santam Group strategic objectives
• The incumbent will be required to stay up to date with leading edge procurement and strategic sourcing strategy and trends, sourcing organisational role, identify value creating unit capabilities-, supply base- and new business model / income generating- extension opportunities and facilitate structuring and implementation of agreed extension opportunities. The incumbent will build and manage relevant national and international networks and relationships in support of agreed value extraction focus areas and initiatives.

What will make you successful in this role?

• Develop, coordinate, and drive the GS&T Business Development vision and strategy aligned to business objectives and future needs
• Direct and manage the execution of the GS&T Business Development strategy with associated interaction models and implementation methodologies
• Develop, maintain, and manage key internal and external South African and international stakeholder relationships with specific reference to GS&T Business Development strategy and initiatives
• Provide thought leadership, strategic direction and best practices on matters pertaining to GS&T Business Development
• Engage Sanlam Group BU’s to ensure GS&T Business Development initiatives are aligned to the overall business strategy
• Provide thought leadership and policy inputs re GS&T business development and the implementation of GS&T business development initiative outcomes in the Sanlam Group
• Identify GS&T unit capabilities-, supply base- and business model / additional income generating- extension opportunities and facilitate structuring, negotiation, and implementation of agreed extension opportunities.
• Identify and explore leading edge GS&T business development opportunities by researching and/or participating in industry and related industries events, network opportunities, publications etc.
• Identify and facilitate the onboarding of new internal business to increase spend under management and improve economies of scale
• Lead the engagement with strategic suppliers to enable reciprocal business opportunities across the Santam/Sanlam Group
• Identify and implement appropriate strategies to improve Group Sourcing and Transformations income/revenue streams
• Expand and enable the scope of procurement agreements to achieve additional procurement benefits
• Support the development of procurement business cases for varied commodities to achieve specific business goals and objectives

Qualification and Experience

• Relevant tertiary degree with post graduate management qualifications
• Extensive working experience in procurement / strategic sourcing / supply chain, of which at least 10 years at senior management level in a leading-edge procurement organisation
• Demonstrated and proven business development experience
• People management and change management capability
• Strong financial management experience and background
• Relevant financial industry experience (advantage)

Skills

• Commercial and business skills 
• Excellent communication skills (verbal and written)
• Excellent interpersonal and relationship management skills
• Project management skills
• Strong people management skills
• Presentations skills
• Analytical skills
• Negotiation
• Influencing

Knowledge

• Thorough understanding and familiarity with leading edge procurement strategy, value delivery mechanisms, tools, techniques, and systems
• Strong cross-category and best-practice sourcing knowledge
• Procurement Principles and Practices
• Broad knowledge of relevant business models, industries and related commercials and market dynamics
• Microsoft Office Suite

Core Competencies

• Cultivates innovation - Contributing strategically
• Customer focus - Contributing strategically
• Drives results - Contributing strategically
• Collaborates - Contributing strategically
• Being resilient - Contributing strategically

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Job Description

• This job is focused on supporting the Regional Manager as well as a Relationship Manager in the Gauteng South Region, Alice Lane, Sandton. The role is for someone that would provide administration assistance and support to the Relationship Managers as support in running their portfolios.

Principle Accountabilities

• The purpose of this position is to provide support to Relationship Managers and would be responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and issues.

Principal Accountabilities

• Prepare basic reports and statistics based on risk analysis
• Communicate with internal stakeholders to provide information, feedback and follow through on queries and/ or instructions 
• Address unusual and non-standard customer issues including underwriting and commercial related queries.
• Task related decision making within set policies and procedures 
• Research to assist in addressing non-standard underwriting issues
• Update Relationship Manager reports including CRM   
• Create client profiles for identified risks
• Assist in directing broker queries/escalation
• Provide admin support to the Relationship Managers as required for running of the portfolio

Qualifications and Experience

• Matric Qualification 
• 3 year Tertiary qualification (advantageous)
• FAIS compliance (60 credits Commercial Lines and 30 credits Personal Lines) preferred
• RE 1 (advantage)
• At least 1year Commercial Lines experience 
• 2 years experience in an office administration environment (Personal Assistance/Admin support experience will be an advantage)
• Insurance qualification (advantageous)

Knowledge and Skills

• Attention to detail
• Time management 
• Good communication skills (verbal and written)
• Inter-personal skills
• Basic understanding of Microsoft applications (Word/Excel/Powerpoint)
• Co-ordination and planning
• Ability to learn and adapt
• Record keeping

Competencies

• Deciding and initiating action
• Client service orientation
• Planning and organising
• Supporting change
• Performing under pressure
• Ability to work independently
• Teamwork and supporting
• Analysing 
   

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What will you do?

• A position of an Investor Relations & Programme Manager exists within Santam Corporate Services, based in Cape Town.
• The purpose of this role is to develop and implement investor relations strategies including informing, consulting and involving stakeholders where relevant. In addition, to drive the programme management and implementation of the strategic priorities for the Santam Group.

What will make you successful in this role?

Investor relations strategic development and execution

• To develop a robust investor relations strategy and framework
• To manage equity research and investor relationships in conjunction with Head Strategy and Investor Relations
• To develop and maintain a company investor relations plan
• To perform a comprehensive competitive analysis, including financial metrics and differentiation
• To develop and monitor performance metrics for the investor relations function
• To provide strategic insights on market activity and guidance on national investor relations affairs which directly influence the organisation and present them to the Head Strategy and Investor Relations, CFO and EXCO
• To analyse and present financial trends, competitor behaviour, shareholder issues, and anything else that could impact the business
• To monitor and alert management of threats and opportunities from local and international trends in the legislative, political, social, environmental, industrial perspective that impact on the investor relations strategy

Stakeholder Management

• To assist business units to effectively consult and engage investors on relevant projects
• To identify investor issues and act appropriately to address issues
• To advise senior management regarding investment opportunities and risks as soon as they arise so that it can be managed effectively
• To champion the organisation’s strategic investment communication in a manner that adds value to the core business of the organisation
• To network and maintain relations with stakeholders and key decision makers

Programme Management of Strategic Priorities

• To drive the programme management of the Santam strategic priorities of the business with Head Strategy and Investor Relations guidance
• To ensure appropriate communication of strategic priorities to key internal stakeholders
• To ensure that relevant actions are in place for strategic priorities
• To compile reports on progress against priorities                                                                                                                                
• To manage internal collaboration between internal business units and Strategy team

Qualifications

• Postgraduate degree in business, finance, or accounting
• CA or CFA qualification is advantageous

Knowledge and Experience

• 10 years’ experience dealing with investors and a strong track record of creating positive relations with the investor community
• Deep knowledge and understanding of the company valuations, as well as a thorough understanding of key metrics for companies in the industry
• A strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends
• JSE listed experience

Skills

• Excellent communication and interpersonal skills (superb written and verbal communication skills)
• Ability to draft engaging and impactful messages for inspiring investors
• Ability to carefully manage relationships outside the company in the equity research and investor community
• Influencing skills
• Relationship & network building 
• Corporate reporting capability 
• Communication skills both verbal and written
• Understanding of and exposure to project management 
• Computer literate 
• Organisational skills
• Leadership
• Systemic thinker
• Project management skills
• Ability to travel locally 

Core Competencies

• Being resilient - Contributing through others
• Collaborates - Contributing through others
• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others

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What will you do?

• Assume the overall responsibility for growth and profitability of Crop Insurance in the designated area, keeping and expanding contact with the clients, in line with Santam and Broker objectives. Provide technical support and assessments and deliver a high-quality service and support to the client base.   

What will make you successful in this role?

Portfolio Growth

• Identify new potential clients/intermediaries. Identify competitors and gather market intelligence.
• Provide input into the broker business by sharing analysis, compile and manage intermediary clients’ prospect list.
• Preparing and delivering quotes (direct and through intermediary).
• Identify and facilitate opportunities to be part of industry forums and events
• Senior relationship manager also assists regional manager on regional level.
• Detailed explanations regarding changes with respect to terms/
• Grow the portfolio through direct sales and through intermediaries.

Area Management

• Execute relationship management with intermediaries and clients.
• Attend/handle meetings with intermediaries to discuss performance statistics and growth.
• Understand the business opportunities in the area and client segmentation.
• Attend to ad hoc queries and resolution of issues from intermediaries and clients.
• Promote Santam through marketing activities to intermediaries, clients and the community.

Portfolio Management

• Assist in developing the sales strategy for the area and/or the region.
• Identify intermediary training needs.
• Manage realised rate levels according to minimum and target rates.
• Identify cross and up-selling opportunities.
• Monitoring crop profitability 

Business Planning

• Contribute/participate/prepare area reports and presentations (can be regional as well as at a senior level).
• Assist/drive profitability by improved cost managements (commission, management expenses, assessment cost).
• Assist in/produce analysis of existing clients and segments.
• Provide input to marketing ideas.
• Identify opportunities to market the brand. Events budget, invite the intermediaries and participate.
• Analyse of existing clients and segments

Distribution Channel Management

• Advise intermediary on appropriate channel selection.
• Take ownership and manage channel solution implementation at intermediary level.
• Manage sales function, quotes (large quotes), channel conflict or under quoting, NQR etc.
• What will make you successful in this role?

Loss Assessments

• Performing assessments.
• Manage part-time assessors.
• Train assessors in collaboration with technical insurance services.
• Performing control/inspection assessments and re-assessments where complaints are logged on assessments.

Technical Support 

• Training assessors in the correct assessment of the crops cultivated in the designated area (districts). 
• Receive and manage all Damage Reports from brokers after insured loss reports. 
• Conduct insurance assessments, especially specialized assessments, personally. 
• Managing the assessor corps after a hail event to assess the damages to crops. 
• Inspections on a random basis to ensure a high level of accuracy of assessments performed.  

Claims Resolution

• Conducting claims estimates on allocated business/portfolio.
• Facilitate resolution of queries at any point of claim by understanding end-to-end claims process (registration, assessment, settlement, repudiation, dispute handling etc.).
• Interpret policy wordings against claim situations.
• Analyse and report on claims drivers affecting portfolio growth and profit, such as frequency, average cost per claim (acpc), severity etc.
• Manage ex gratia requests by assessing merits (loss against policy cover, policy and intermediary history) and create business cases for management consideration.
• Maintain close network relationships with claims handlers, assessors etc.

Internal Networking

• Build relationships with business and insurance support, facilitate the resolution of queries and issues with claims.
• Contract and monitor service levels with support units.
• Build effective working relationships with RM, RU, assessors and advisors.
• Attend and participate in quarterly distribution planning meetings.
• Manage escalations, exceptions and service interruptions in the different channels.

Crops

• Understand the climatic needs for each crop, as well as the genetic differences between cultivars.
• Able to distinguish the problems regarding weeds, diseases, nutrition, insects etc.

Farming methods

• Understand the need for, and the effective use of equipment and machinery.

Qualification and Experience

• Grade 12
• H Dip degree in Agriculture (preferably with horticulture as a subject)
• FAIS compliance: 60 credits Commercial Lines 30 credits and Personal Lines 30 credits will be an added advantage
• Driver’s licence
• 2 – 3 years’ specialised crop experience is essential 

Knowledge and Skills

• Business management
• Negotiation
• Sales
• Conflict management
• Presentation skills
• Writing skills

Core Competencies

• Being resilient - Contributing through others
• Collaborates - Contributing through others
• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others