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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- This position is a supportive role of the SGT Change Management Role and the Change Process for Infrastructure and Application Changes It will also be required from the successful candidate to assist the Change Manager & Change Management team with the administrative tasks pertaining to Changes of the entire Sanlam Group.
What will make you successful in this role?
Outputs
- Monitor compliance to the Change Management Process
- Identify training needs and development of Change Management Training.
- Business benefit, Risk and Impact assessment of all changes
- Monitor and report on the status of Changes
- Review and endorse Implementation Plans for Compliance.
- Review and endorse Communication Plans for Compliance.
- Review and endorse Back out Plans for Compliance
- Liaise with Stakeholders and technical staff with regards to Scheduled Changes.
- Reviewing the detail and quality of Changes logged for implementation
- Ensuring all required documentation is attached
- Following up on open changes
- Ensuring High Impact Changes are scheduled on the SGT Change Calendar
- Review & updating of the Change Calendar
- Scheduling of Weekly CAB & Daily ECAB meetings
- Compiling & distributing of the CAB Agenda together with the Forward Schedule of Changes and distributing of CAB Minutes
- Finalising & Distributing the Weekly Approved Schedule of Changes as approved by CAB
- Assisting users with change queries
- Arranging of Post Implementation Reviews
- Taking minutes in Post Implementation Review Meetings and upload PIR documentation
- Monitoring and Maintaining the Change Management Mailbox
- Regularly reviewing the Distribution lists for Change Minutes
- Attending Pre-Cab meetings
- Follow Up on Changes still in Pending Implementation Status
- Performing Change Management Standby Duties
- Assisting with ECAB meeting and compiling and distributing the list of Daily Emergency and Unplanned Changes
- Assist with obtaining approvals from Server and Application owners for changes
- Represent Business in SGT CAB
- Assist with administrative tasks during and after CAB and eCab
- Perform Change Management Standby duties on a rotational basis according to a scheduled Standby Roster
Qualification and Experience
Qualifications
- IT related Degree or Diploma or/ and a minimum of 3 years relevant IT experience.
- ITIL Foundation or/and Change Management Practitioners Certification
Experience
- 3 – 5 Years IT Experience
- 2+ years’ experience in Change Management would be advantageous
- Knowledge of the Application Systems and Infrastructure as well as a good understanding of the Sanlam Business would be advantageous
Personal Attributes
- Interpersonal savvy - Contributing independently
- Decision quality - Contributing independently
- Action orientated - Contributing independently
- Optimises work processes - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing strategically
- Communicates effectively - Contributing independently
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?
Outputs / Core Tasks:
- Providing administrative support to Senior Estate Administrator.
- Reporting of new estates to relevant parties.
- Preparation of file to enable administration to draft Liquidation & Distribution account.
- Drafting of elementary Liquidation & Distribution accounts.
- Transfer of movable assets e.g. shares, firearms and vehicles.
- Reconciliation of bank accounts.
- Drafting of elementary cash statements.
- Preparation of final tax return.
- Follow ups with all relevant institutions.
- Liaison with Master of the High Court.
- Involvement in Master’s Self-Help Service.
- General typing and filing duties.
What will make you successful in this role?
Requirements:
Qualifications:
Experience:
- At least 5 years’ estate administration experience in a similar role.
Knowledge:
- Basic knowledge of financial concepts and principles.
- Knowledge of Legalease will be an advantage
Competencies:
- Communicates effectively
- Administration orientation
- Decision quality
- Information gathering
- Cultivates innovation
- Concern for accuracy
- Plans and aligns
- Customer focus
- Collaborates
- Drives results
- Being resilient
- Computer skills (MS Word & MS Excel)
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
Closing date: 24 Febrruary 2023
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The overall purpose of the role
- Timeous uploading of member data onto the core system and ensuring all members contributing towards the scheme qualify to be a member of the scheme. Ensuring all premiums are allocated and verified, commission payments are made and terminations are attended to timeously. Complete work within SLA and handle client queries efficiently and effectively
What will you do?
Key responsibosibilities:
- General Administration of Group Life schemes
- Capturing and reconciliation of premiums
- Calculation and payouts of commission
- Administration - conversion options
- Annual cost calculations
- Administration of Medical requirements
What will make you successful in this role?
- Matric with a C- symbol in either Mathematics or Accounting essential
- At least 2 - 3 years knowledge of the Group Risk business relating to premium administration; member management and medical underwriting processes.
- Strong numerical and analytical ability
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
- Team Player
- Excellent communication skills
- Proactive individual and self-starter
- Good problem solving and decision-making skills
- Ability to use initiative
- Good customer services orientation
- Good planning and organizational skills
- Ability to work to deadlines and results driven
- Demonstration of living the company’s values- being transparent, passionate and innovative
Core Competencies
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations.
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What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the SanlamConnect brand
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
Method of Application
Use the link(s) below to apply on company website.
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