Job Openings at Sanlam

What will you do?
The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs. 

As we Live in Confidence™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
What will make you successful in this role?

Job Purpose:
Output/Core Tasks:

• Administers cases electronically from various sources on a Specialist e-mail queue for skill set 8.
• Handles requests for urgent call backs to clients where the Client Care Representative: Call centre agents were not able to get through to the Support Specialist line for Skill Set 8. 
• Completes complex or exceptional cases that require a specialist level of knowledge in policy services. 
• Offers product information to clients.  
• Compiles complex values explanations. 
• Communicates completion of cases to clients/management by telephone and/or in writing.

Role Requirements:
Qualifications:

• Matric/Grade 12

Knowledge and Experience: 

• Must have a minimum of 3 years policy services administration experience within Business Shared Services operating as a Client Care Representative: Intermediate or as a Client Care Representative: Call agent.  
• Experience as a Specialist is highly recommended. 
• Working knowledge and experience of Policy Services Administration - procedures, transactions, legislation and products (Legacy and Stratus).
• Experience in dealing with high level risk/complex events is highly recommended.
• Quality and Production must be above the acceptable business performance standard.

Competencies:

• Client Service orientation
• Decision making and problem-solving skills
• Interpretation and reasoning skills
• Analytical abilities
• Interpersonal sensitivity
• Ability to work under pressure
• Communication skills in English and any African Language

Knowledge and Skills

• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

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What will you do?

• As an Actuarial Trainee Graduate, you will gain exposure to the inner workings of Sanlam and get to know its products and systems. We will assist in the development of your analytical abilities to further advance your actuarial skills. Your actuarial exam results, combined with your on-job performance, will determine how quickly you progress and are exposed to more advanced areas of Sanlam’s businesses.

Qualification and Experience

• Bachelor's Degree in Actuarial Science
• Must qualify for exemptions of at least (6) actuarial examinations by the time you graduate

Knowledge and Skills

• Strong computer skills with above-average Microsoft Office skills

Personal Attributes

• Self-development – contributes independentlyDecision quality – contributes independently
• Financial acumen – contributes independently
• Optimises work processes – contributes independently

Values

• Care – contributes independentlyCollaboration – contributes independently
• Innovation – contributes independently
• Integrity – contributes independently

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What will you do?

This position would be a traditional marketing role in support of a small internal marketing team. Your comprehensive range of marketing functions would include corporate communications, events coordination, logistics facilitation, client interaction, media orientation, brand management, and general assistance on deliverables.

What will make you successful in this role?

• Supporting the marketing team with general marketing activities
• Assisting with the production of marketing materials and literature
• Coordinating the production of a variety of marketing communications
• Providing support for marketing events and exhibitions, as required
• Assisting with the collation of information for promotional literature
• Updating and maintaining the marketing department’s documentation and databases
• Managing events, booking venues, and ordering marketing materials

Qualification and Experience

• B. Com Marketing or other equivalent degrees with Communications, Marketing, or related major subjects

Knowledge and Skills

• Sound, level knowledge in the following core areas:
• Effective project management skills
• Marketing principles
• Strong copywriting skills
• Ability to communicate complex ideas
• Strong administrative and organisational skills

Personal Attributes

• Plans and aligns – contributes independentlyCommunicates effectively – contributes independently
• Action orientated – contributes independently
• Optimises work processes – contributes independently
• Resilience  – contributes independently
• Customer focus – contributes independently

Values

• Care – contributes independentlyCollaboration – contributes independently
• Innovation – contributes independently
• Integrity – contributes independently

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Key responsibilities:

• Effectively manage and coordinate the daily workloads and work functions of a small team where required (in conjunction with TL)
• Provide Team Leader with input on the team members training needs on business processes and systems
• Identify system, process and training gaps
• Provide in-put to team’s reports and discussions.
• Checking quality of completed work and monthly reporting on errors made. (Provide feedback to TL)
• Checking and signoff of all claims, letters, journals & other work items.
• Ensure that the completed claim documentation meets the required audit standards, and complies with Legislation.
• Knowledge sharing and team assistance
• Assist with monthly and adhoc reporting
• Check and authorize payments

What will make you successful in this role?

• Matric with a C- symbol in either Mathematics or Accounting essential
• Relevant tertiary qualification will be advantageous
• At least 4 - 5 years’ experience in Employee Benefits
• General Administration knowledge of claims processes and procedures
• Employee Benefits experience essential

Knowledge and Skills

• Sound Knowledge of products, processes and services in the Group Risk environment
• Computer literacy (Microsoft Office)
• Understanding of rules and policy regulations with regards to schemes/funds
• Advanced excel skills is a requirement
• Experience on MIP workflow system will be advantageous

Behavioral Competencies

• Good communication skills (verbal and written)
• Client Service orientated
• Accurate and the ability to pay attention to detail
• Analytical capabilities
• Team player
• Results driven
• Decision making skills

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What will you do?

• To provide support and assistance to the Business Development Manager; to develop and/or increase Glacier market share of retail investment business in the GAUTENG (EAST) IFA and SFA markets, whilst collaborating with the relevant SanlamConnect distribution channels. Will be responsible for contribution to the regional, provincial, and national distribution and sales strategy. 

What will make you successful in this role?
Knowledge and education

• Training Intermediaries Assistants, Broker and Sales Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, processes, procedures, tools, the Investment Hub and web
• Identify training needs to educate and empower the Intermediary Assistants
• Drive Digital engagement with Intermediaries Assistants
• Building relationships with Intermediaries Assistants, Broker  and Sales Consultants, Intermediaries Office Personnel and Intermediaries.

Marketing and Sales initiatives

• Support the BDM in the execution of his functional sales role tasks and activities
• Co-ordinate BDM’s annual marketing budget and Conflict of Interest register 
• Take the Lead to drive marketing campaigns and projects
• Co-ordinate and manage training functions/events and fund manager presentations 

Targets and inflows

• Assisting the Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets across all 3 product lines being LISP, Life and Glacier International.  
• Manage and track progress of all new business submitted including liaising with Life, Glacier International, and Glacier Invest BDC’s to assist with administration of cases.
• Assisting with Glacier proposals, quotations, ICE and tools
• To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
• Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support

• Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks)
• Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o
•    Telephone enquiries and written communication
•    Assisting clients/intermediaries with processes & business
•   Distribution of marketing materials (application forms, brochures)
• Managing the Intermediaries Database
• Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
• Support the Regional BDC Operational Manager 

Qualifications and experience

• Relevant financial/ investment qualification
• At least 3 years’ experience in a similar role within the investment / collective investment service industry
• Valid Driver’s License and own reliable vehicle
• MS Office suite (intermediate level)
• Knowledge of economic principles, environment and investment products 
• Excellent telephone etiquette 
• Degree with 2 to 6 years related experience.
• Appropriate financial degree with 3 to 5 years related experience

Competencies

• Attention to detail
• Conflict Resolution
• Analytical thinking and Problem Solving 
• Attributes
• gaining commitment 
• Can do attitude
• Ability to work independently

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What will you do?
Under general supervision 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 

To assist Niche intermediaries and internal clients by offering excellent client service, support, and to maintain and grow relationships.

Key outcomes
The following outcomes will be expected to be achieved by the Client Relationship Consultant: Niche

• Relationship management between Niche intermediaries, Business Development and Client Services team
• Handling client service requests of Niche intermediaries through;
•         Continuously liaising with Niche intermediaries regarding progress or any requirements on pending transactions,  
•         Technical understanding of internal processes and relevant legislation
•         Suggest ways of improving client service by reporting on trends
•         Prompt handling and analysing of problems / complaints 
•         Decision making after important / necessary information has been gathered and analysed
•      Digital guidance and support
• Ensure that intermediaries and their assistants understand processes and procedures by providing guidance and training to intermediary panel
• This should include the development of a SMART action plan
• Must be able to answer queries on technical aspects and product rules within Glacier and the industry, to intermediaries
• Must be able to manage workflow and meet contracted deadlines
• Ability to enhance efficiencies to improve ease of doing business with Glacier
• Ability to self-manage by delivering quality service and maintaining service levels

Qualifications and experience

Matric / Grade 12

• Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
• 3 years client relationship experience within the financial services industry
• Grade 12 with 3 to 4 years related experience. 
• Knowledge of Contractual and Discretionary products will be to your advantage
• Valid driver’s license essential and own reliable car
• Regulatory Exam (RE Level 1)

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Time Management
• Attention to detail
• Communication skills, written and verbal (English and Afrikaans)
• Building and maintaining relationships
• Analytical Thinking and problem solving

Attributes

• Honesty, integrity, and respect
• Positive, enthusiastic attitude 
• Resilience
• Ability to co-operate and thrive both within an independent and team environment
• Willingness to assist
• The ability to travel independently both in SA and Namibia is a requirement for the role.

Knowledge and Skills

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

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What will you do?

• As a Human Resources Graduate, you will assist with a variety of HR functions, some of which are recruitment, onboarding, and performance management. This position would be in support of a small Human Capital team.   

What will make you successful in this role?

• Conducting research on HR-related topics to provide input in the development of workplace frameworks
• Resourcefulness in seeking information and proactively learning across the employee life cycle
• Coordinating talent activities timeously, in line with the HR Calendar
• Quality documentation of processes and guidelines relating to HR using Microsoft Word or PowerPoint
• Excellent time management and adhering to set timelines

Qualification and Experience

• Degree or Diploma in Human Resources (please upload your transcript in the additional documents section)

Personal Attributes

• Plans and aligns – contributes independently 
• Communicates effectively – contributes independently
• Action orientated – contributes independently
• Optimises work processes – contributes independently
• Resilience – contributes independently
• Customer focus – contributes independently

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WHAT DOES THE SALES ADVISOR DO?

• The Santam Direct Call Centre has positions available for Sales Advisors who will be based in Bellville. The successful candidates will offer world class products and services to clients, whilst achieving sales targets in an outbound call centre environment.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• Consistently meeting sales targets.
• Adherence to Quality Assurance processes (Compliance with all relevant internal and external rules e.g. TCF, CPA and internal Sales processes).
• Offering outstanding customer experience.
• Strict adherence to workforce scheduling.

QUALIFICATIONS AND EXPERIENCE

• Matric/ Grade 12
• RE Certificate 
• Minimum 30 Personal Lines Short-term Insurance credits 
• Minimum 3-5 years’ experience within a sales outbound call centre.
• Fluent in English and one other official language.
• Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements
• Be available to work shifts as well as overtime.
• Solid sales track record.
• Solid out-bound call centre experience and skills
• Leads warm-up and cold-calling will be mandatory 
• Knowledge of short-term insurance processes, procedures and business rules advantageous.
• Clean record of accomplishment in terms of adherence to quality standards and compliance.
• Consistent target achievement.

KNOWLEDGE AND SKILLS 

• Excellent English communication & writing skills
• Strong relationship, negotiating and networking skills
• Ability to influence

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What will you do?

• Requesting and uploading of RICA documents, attending and adhering to deadlines where 3G are required, testing of modems and SIM cards before issueing them and communication with clients on data usage.

What will make you successful in this role?

• Requesting and uploading of RICA documents to CM Workflow
• Attending and adhering to PMO project deadlines where 3G are required
• Testing of 3G modems and SIM cards before issuing
• Communication with clients on data usage
• Precise updating of client information to Streamline system
• SRS requests (new, transfer and retire of 3G workflows)
• CA Unicentre requests/incidents (fault logging with vendors and close working relationship with Gijima).
• Troubleshoot and resolve issues
• Troubleshoot and show descriptive steps taken to resolve
• Provide support to multiple Customer environments which often involve an ever changing IT landscape
• Ability to write accurate and descriptive fault reports when required
• First line contact with vendor, Service Desk and Gijima & APP (escalation initiator)
• Stock:  weekly stock take and order of new stock
• Termination of 3G contracts as per requests
• International roaming: Basic knowledge of ExecMobile device as well as costs involved on normal 3G – communicate with client
• Ensure accurate billing
• San-Guest Wi-Fi Account Administrator
• Creation and maintenance of client access

Qualifications

• Grade 12
• NQF Level 4 Telecommunications 
• Knowledge and Experience
• 2 years working experience in similar environment
• Excellent client service and high level of communication required
• Working knowledge of SRS system compulsory
• Working knowledge of Unicentre system compulsory
• Working knowledge of Content Manager Workflow
• Knowledge of Streamline System advantageous
• Some hardware and software knowledge required
• Strong troubleshooting and fault finding skills with proven methodology - must be able to troubleshoot problems telephonically with minimal assistance
• Keen attention to detail
• Work well independently and as part of a team