Job Opportunities at Sanlam

What will you do?

• The successful candidate will join the organisation in the role of a 1st Line Support Engineer. The incumbent will be part of a highly dynamic team working in a structured process driven environment. 
• Guided by the Operations Manager and the Support Team Lead, this role will be responsible for monitoring systems in production, issue tracking & resolution and call management and routing. 

What will make you successful in this role?

• Proactive end-to-end monitoring of solutions to ensure completeness and availability.
• Provide daily health check reports to the required stakeholders on systems in production.
• Engage with all stakeholders to resolve technical issues experienced within SLA.
• Engage with Technical Data Stewards when data is not received as per schedules or not at the right quality as per controls. 
• Communication to all stakeholders when required (e.g. incident updates, etc.)
• Testing after Platform changes.
• Identify, design, and implement internal process improvements: automating of manual processes etc.
• Monitoring and routing of helpdesk calls received.
• Ensure call quality.
• Logging of calls.
• Ensure calls are timeously updated with information as per SLA.
• Call tracking till resolution within SLA.
• Ensure all Support processes are documented and up to date.
• User onboarding (including documentation, session to confirm all is software & access is working, training).
• User offboarding.

The complexity and variety of the most common challenges and problems:

• Delivering in a complex analytic environment
• Working with a high need for information security
• Diligence required when resolving data and technical issues and interacting with other support teams.
• Demanding business community

How the job will typically impact the business and where the impact will be felt:

• Information is an asset and it can be used strategically to gain a competitive edge in the market, hence
• Timely delivery required – information is key to business decisions
• Accurate delivery required – information is key to business decisions
• Access to information – information is key to business decisions

Qualifications

• National Diploma in and IT related discipline
• ITIL Foundation

Experience

• 1+ years’ experience as a 1st Line Support Engineer in a data environment 
• SQL development
• Experience working on SAP Hana 
• Ability to read and understand procedural code 
• Service Desk related experience 
• Service management experience (incident management, request management, etc.)would be advantageous

Knowledge

• Good customer service skills and confidence with verbal and written communication
• Understanding of basic data engineering principles
• Background in writing basic navigation SQL
• Understanding of data warehousing principles based on Kimball and Vault patterns 

Knowledge and Skills

• Database Knowledge
• IT Data Analysis
• Data Security
• Risk Management
• Reporting and Administration

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

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

Closing date: 12 May 2022

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What will you do?

• In this role you will have an opportunity to perform a variety of tasks to assist with preparing valuation results, providing management information, analysing the profitability of products and maintaining systems and processes to deliver quality results. The role reports to the Head: Namibia Actuarial Support and is based in Western Cape, South Africa and will be responsible for the Namibia Closed fund license including the annuity portfolio.
• Note that we have two roles available – one at a more junior and the other more senior level. Level will be influenced by the number of exemptions and years’ work experience.

What will make you successful in this role?

• Monthly Financial Soundness Valuation, IFRS 17 and other statutory reporting requirements for a variety of products
• Assist with producing monthly profit, balance sheet and VNB results
• Maintain, develop and improve DCS and Prophet models
• Policyholder and shareholder valuation and matching of asset and liable for financial reporting
• Produce half-yearly risk capital and embedded value results
• Ensure model governance for valuation, IFRS and EV reporting purposes
• Assist with preparing forecasts, annual budgets and other management reporting requirements as required
• Involvement and opportunities in pricing, reinsurance, asset management and other actuarial functions

Qualification and Experience

• Actuarial student 8+ exemptions (number of exemptions will impact level of role)
• 2 to 6 years working experience in the Actuarial field (number of years will impact level of role)
• Prophet, DCS and modelling experience is a requirement
• Experience with life insurance products

Knowledge and Skills

• Computer literate with proficiency in Microsoft Office (Word and Excel)
• Actuarial Problem Solving
• Issues management
• Business analysis
• Knowledge of IFRS 17

Personal Attributes

• Analytical and conceptual thinking
• Good communication skills, and capable of presenting results to senior management of the business
• Quality, detail orientated and concern for accuracy
• Ability to understand complex or technical concepts
• Ability to work independently, and with other departments, and to meet deadlines.
• Excellent client service ethics.

Core Competencies

• Cultivates Innovation
• Client Focus
• Drive Results
• Collaborates
• Flexibility and adaptability

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Key responsibilities

• Draft standard rules, rule amendments and special rules, based on Sanlam master rule and special rules templates, which comply with the requests (from client) and conditions (of the administrator and insurer). 
• Where applicable, assist with the checking of Special Rules. 
• Negotiate with administration departments re rules provisions which might impact their processes. 
• Manage registration and approval of documentation including dealing with FSCA queries. 
• Continuously update post books and document management applications with regard to own personal work. 

Technical knowledge and skills

• Good knowledge of and insight into the retirement fund industry and how changes to it would impact on the rules. 
• A good working knowledge of group insured benefits, both approved and unapproved. 
• Excellent communication skills both written and verbal. 
• Proficient in MS Word and Excel. 

Behavioural competencies

• Strong attention to detail and proactive attitude with a drive to excellence. 
• Problem solving skills 
• Ability to work in a team, but also independently when necessary. 
• Effective self-management skills. 
• Ability to work under pressure 
• Positive, innovative, energetic, creative and a strong team player 

Qualifications and experience

• Matric (Grade 12) with high marks in English and Afrikaans and a good pass in Maths. 
• At least 5 years’ experience in retirement fund rule drafting. 
• A suitable Diploma/Higher Diploma/Degree from an institution supporting the Employee Benefits industry would be an advantage. 

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Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Key responsibilities

• Performing calculations, liaises with other departments both verbally and in writing.
• Monitor the bank statement daily and update the control
• Manages their daily task and updates the team's controls that are in place
• Manages their targets and meets deadlines 
• Completion of (ROT) Recognition of Transfer documents correctly and accurately
• Handles anniversary processing, member and new member updates, medicals, paid claims for benefits and quotes for withdrawals and retirements.
• Ensure all emails are attended to within 48hrs of receipt and demonstrating the ability to prioritise urgency and importance
• Invest benefits transferred into our bank within SLA into the members record
• Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
• Adhere to service level agreements. (Internal and external.)
• Adhere to internal controls and procedures in place.
• Professional verbal and written communication and reporting to clients. (Internal and external.)
• Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
• Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
• A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
• Maintain relationships with internal departments.

Qualifications and experience

• Grade 12
• At least 2 years working experience in EB

Technical competencies

• Knowledge of Pension Funds Act
• Familiar with SARS ROT01 submissions
• Experience in applying vested and non-vested values
• Previous retirement fund administration experience will be advantageous
• Proficiency in Microsoft Office (Excel, Word, Outlook etc.)

Personal attributes

• Strong attention to detail and proactive attitude
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Results focused and displays energy when performing tasks
• Time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together
• Proactive attitude and a team player

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Key responsibilities

• Managing all related functions and prioritizing of tasks for section 14, section 13B, section 27 and section 28 processes as well as recovering of income
• Ensure optimal processes and controls to adhere to service level agreements (internal and external) 
• Reporting – responsible for accurate and timeous management reporting as required (weekly/ monthly) as well as updating of workflow reports
• Ensure compliance and risk problems are identified and communicated to management
• Understand and comply with relevant legislative requirements
• Stakeholder engagement with various internal and external stakeholders
• Responsible for investigate, resolve and respond to internal and external client queries using professional verbal and written communication
• Investigate, resolve and respond to ad hoc operational requirements
• Maintain relationships with internal departments and resolve and route queries effectively
• Assist with system testing when necessary
• Ensure accuracy of own work 
• Ensure a good client (internal & external) experience

Qualifications and experience

• Grade 12/Matric
• At least 4 years’ experience within an Employee Benefits environment specialising in Section 14 Transfers
• 2 to 3 years’ experience in managing a team

Technical competencies

• Termination processes experience
• Knowledge of individual transfer
• A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act
• MIPEB experience will be an advantageComputer literate with proven proficiency in MS Office (Word and Excel) 

Behavioural competencies

• Strong attention to detail and proactive attitude
• Client focused and able to demonstrate TCF 
• Challenge and persist to achieve targeted outcomes in a manner that sustains relationships and credibility
• Strong ability to organize and prioritize
• Ability to handle a diverse range of tasks simultaneously
• Ability to execute
• Team player and target /results driven
• Excellent communication skills both written and verbal
• Displays energy when performing tasks 
• Excellent project and time management skills 
• Demonstrates initiative, innovation and proactive
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together 

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What will you do?

• Responsible for providing operational information technology security support to ensure that the organisation is not compromised in any way.  Conducts necessary housekeeping as required.

What will make you successful in this role?

Logical Access Administration:
Service new requests to create, adjust  and remove users and access on the following environments:

• Microsoft Active Directory
• IBM Tivoli Identity Manager
• Sanlam Mainframe applications
• Santam Mainframe
• J.D.Edwards
• AJS
• Web-E
• Service requests to grant access to File Shares and Exchange
• Microsoft Exchange

Logical Access Incident Management:

• Investigate and resolve logical access incidents
• Document and report risks if incident points to a larger problem
• Escalate according to agreed procedures if risk is high

Project Interactions:

• Provide Information security requirements (related to logical access administration and review) to projects
• Support projects by testing administrative user interfaces and processes

Qualifications and Experience

Qualifications

• Grade 12
• MCSA/MCSE certification will be beneficial

Experience

• A minimum of 2 to 5 years Microsoft Administration experience (scripting, helpdesk type experience)
• Some IBM Mainframe experience will be beneficial
• Experience in logical access administration or a good understanding of information security principles (Security+) will be beneficial

Knowledge and Skills

• Cyber Security Administration
• Cyber Security Audits
• Cyber Security Analysis
• Cyber Security Compliance
• Cyber Security Monitoring

Personal Attributes

• Action orientated - Contributing independently
• Decision quality - Contributing independently
• Interpersonal savvy - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

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

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What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience 

• Grade 12
• meet the qualification requirements in line with their DOFA: 
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience     
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

go to method of application »

What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience 

• Grade 12
• meet the qualification requirements in line with their DOFA: 
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience     
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

go to method of application »

What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience 

• Grade 12
• meet the qualification requirements in line with their DOFA: 
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience     
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

go to method of application »

What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience 

• Grade 12
• meet the qualification requirements in line with their DOFA: 
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience     
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

go to method of application »

What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience 

• Grade 12
• meet the qualification requirements in line with their DOFA: 
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience     
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

go to method of application »

What will you do?

• Preparing a claim for the Claims Consultant by ensuring all required information is available
• Administer and pay claims 
• Handling of queries (telephonically and/or via email) within agreed timelines
• Action and respond to all customer/client follow-up tasks within agreed timelines
• Answering of calls on the Living Benefit Claims Helpdesk (on rotation basis) 
• Engaging telephonically with clients regarding the progress of the claim

What will make you successful in this role?

Qualifications:

• Matric / Grade 12
• Relevant Degree or Diploma

Experience:

• 3 years’ experience in claims administration of Life insurance benefit claims.
• Knowledge of Life insurance Products and Benefits.
• Experience in the medical field (e.g. Nursing) will be an advantage.
• Previous experience in telephonic customer service or call centre environment will be an advantage.
• The ideal candidate will be fully bilingual

Personal qualities:

• Communicates effectively (writing and verbally)
• Planning and organizing
• Team work
• Working independently

Core Competencies:

• Collaboration
• Care
• Innovation
• Integrity 

NB: The role will require overtime when needed, according to operational requirements.

Personal Attributes

• Self-development - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Manages conflict - Contributing independently

Due date: 18 April 2023

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What will you do?

• To provide administrative tasks that support the investment consulting function and the production of investment reports.

Key Responsibilities

• Interact with investment managers and/or platforms to obtain relevant investment and compliance information for client reporting.
• Perform reasonability checks on data received to assure quality of investment reporting.
• Compile and ensure accurate delivery of investment reports according to set service levels.
• Manually calculate benchmark and performance returns. 
• Assist with client and investment manager onboarding, review of service level agreements and the design of investment reporting templates.
• Update the investment reporting system and excel files with client investment information and market data.
• Maintain the electronic database structure with information pertaining to clients’ records.
• Provide operational support on the implementation of investment strategies.
• Assist in managing team initiatives and execution of ad hoc projects.
• Enhance a closer relationship with internal and other stakeholders

Qualification and Experience

• Bachelor's Degree or Diploma equivalent to NQF Level 6
• 3 - 4 years operations experience in the asset management industry

Knowledge and Skills

• Investment analysis 
• Relationship management
• Advanced Excel and MS Word skills (PC literacy tests may be conducted on MS Word and Excel packages)
• Working knowledge of Morningstar or other investment reporting tools is advantageous

Behavioural Competencies

• Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals

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.