Job Vacancies at Sanlam

What will you do?
 

• Customer relationships/handling of high-level after sales service complaints for SDM Products
• Identify client needs and resolve client complaints within agreed SLAs
• Investigation of complaints regarding SDM products, policy services, and advice
• Conduct telephone conversations as well as personal interviews with clients to investigate the complaints
• Draft responses and communicate decisions to intermediaries, management, clients, and other stakeholders (Ombudsman, PFA, FSCA, media, attorneys, etc.)
• Effective and efficient after sales service, as measured by voice of client surveys
• Make decisions on non-standard issues taking all TCF principles into account as well as business requirements
• Implement settlement agreements to resolve complaints
• Complaint investigations and drafting of preliminary determinations for the Sanlam Arbitrator

Reporting on trends from complaints 

• Identify trends on types of complaints received and update the complaints register and workflow Conduct root cause analysis and provide feedback to the relevant department on all processes to curb complaints occurrence 
• Influence Product Providers and Business processes to support integrated quality service, products, and fair treatment of clients
• Pro-active problem identification
• Ensure that the complaints register is updated daily with all the relevant fields

Communication

• Communicate relevant feedback to complainants and external complaints resolution authorities and other stakeholders within agreed timelines.
• Communication with the Ombudsman’s offices and other third-party complainants
• Personal, telephonic, and written interactions with complainants, authorities, and senior management.

Innovations

1. Continuous, proactive improvement and optimisation of processes, products, and procedures

Qualification and Experience
 

• Matric
• Relevant Diploma or Degree 
• At least 3 years of complaints handling experience
• Advice accreditation (CFP license) will be a recommendation
• Re5 certificate will be an advantage 

Knowledge and Skills

• Policy Services / Values / Products and Renewals on a specialist level.
• Effective communication skills (verbal and written). 
• Communication on complaints outcomes - telephonic, mail, and personal interviews
• Product Providers/ Services knowledge
• Drafting and writing manual technical letters or handling technical complaints
• Knowledge of Client Experience principles
• Complaint’s handling 
• Financial services/industry knowledge.
• Knowledge of relevant legislation and regulations (Pension Funds, Long Term Insurance, and FAIS).
• Broad knowledge of the businesses in Sanlam and its interrelationship.
• Marketing, sales, and sales process knowledge
• Ombudsman Processes and Procedures

Personal Atrributes

• Analytical thinking 
• Problem-solving
• Customer service, TCF
• Communication skills
• Building and maintaining relationships
• Influencing
• Innovative thinking
• Continuous learning
• Negotiation skills
• Decision making
• Results driven

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What will you do?

The Para-Planner is a specialist role primarily responsible for supporting independent Advisors by undertaking financial needs analysis and producing financial plans for clients. The Para-Planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications.

The incumbent also requires sufficient customer management and sales skill to attend face-to-face customer meetings and actively assist the Adviser as required in managing the customer relationship.

Key functions:

• Undertake financial planning analysis for Advisors based on client driven Advisor requests covering Risk, Investment, Retirement and Business Assurance solutions.
• Assist Advisors with sales and marketing support.
• Ensure proper Compliance is undertaken in all processes.
• Assist the Advisor to maintain their client base and ensure sound client service.
• Develop and Maintain Relationships with key relationships within the channel and region to support delivery (i.e.: SSA, Helpdesk, Glacier BDM’s etc.)
• Ongoing education and learning in order to remain up to date with all relevant legislative/compliance, tax, Sanlam and competitor product offerings and financial markets and instruments.
• Presentations and coaching intermediaries

What will make you successful in this role?

Qualifications and Experience:

• Matric or equivalent qualification
• Diploma and equivalent NQF 6 qualification
• Relevant industry education (WM, RE5, CFP® - 120 credits)
• Vested and competent Advisor with extensive Financial Services experience in a marketing/sales environment

Knowledge and skills:

IT:

• MS: Office (Excel, Word, PP)
• Advisor tools (i.e.: Sanfin; Santrust, Sanquote, Santax, Sanport)
• AUTONUB
• Successful candidate must have their own laptop to be operational

Business/Management

• Financial Services Industry Knowledge
• Sanlam and Competitor Product knowledge (deep knowledge)
• Income Tax laws (Regulation and Tax Implications)
• Financial Needs Analysis-Financial Planning (Retirement, Investment and Estate Planning, Business Assurance)
• Section 14 transfers
• Product quotation generation
• Investment and risk concepts and markets
• Financial markets and instruments
• Compliance laws and requirements for Financial Services
• Legal technical Knowledge (product related)
• Client service (client meetings)

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What will you do?
Our Sanlam Distribution Business Unit (SanlamConnect) seeks an experienced Senior IT Operations Manager to oversee and manage our IT operations support services and Advice Tools Capabilities. The successful candidate will ensure the smooth and efficient functioning of all SanlamConnect IT systems and infrastructure, manage a team of IT professionals, including Advice Management Business Analysts, ensure that our IT services align with business needs and objectives, and manage internal and external service providers.

What will make you successful in this role?

• Manage and lead the IT professionals responsible for delivering IT support, operations services, and the Advice Management team on SanFin and Advice Partner in Sanlam’s distribution business (SanlamConnect)
• Develop and maintain IT operations policies and procedures, including those related to incident and problem management, change management, and service level agreements
• Work closely with other teams to ensure that IT systems are designed and implemented to meet business needs and objectives, including requirements gathering, planning, testing, and deployment
• Ensure the availability, reliability, and performance of all IT systems and infrastructure, including servers, storage, networking, and applications
• Develop and manage IT budgets, ensuring that spending is aligned with business priorities and objectives
• Identify and manage risks related to IT operations and support services, developing, and implementing appropriate mitigation strategies
• Develop and maintain relationships with vendors and third-party providers, ensuring that service level agreements are met, and that vendor performance is regularly reviewed
• Provide regular reporting on IT operations and support services, including performance metrics and KPI’s to senior management
• Manage the BA’s responsible for requirements gathering, solution design and testing for Advice Management tools
• Ensure that Advice Management tools are kept aligned with business and legislative changes

Qualification and experience

• Bachelor’s degree in computer science or a related field, or equivalent work experience
• BSC IT or IT Information Technology qualification
• Certified in ITIL
• At least 8 years of experience in IT operations and support, with at least 5 years in a management or leadership role
• Experience in financial services or a related industry is preferred

Knowledge and skills

• Strong technical expertise in IT infrastructure and systems, including servers, storage, networking, and applications
• Proven ability to manage and lead a team of IT professionals, including experience in hiring, training, and developing staff
• Excellent project management skills, with the ability to plan, execute and deliver projects on time and within budget
• Strong communication and interpersonal skills, with the ability to work effectively with colleagues at all levels of the organisation

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Role Description

• The role consolidates, prepares and analyses the Solvency Assessment and Management (SAM) calculations for Sanlam Life, one of the largest insurers in South Africa.  The successful candidate will report to the Head of Regulatory Actuarial Reporting and consult widely with Actuarial Reporting product owners and senior management to align outcomes across the department. Real time mentoring and career growth opportunities are available throughout the Sanlam Group.

What will you do?
The specific tasks mainly consist of the following

• Solvency Assessment and Management (SAM) calculations for Sanlam Life
• Consolidation, analysis and strategy for Own Risk and Solvency Assessment (ORSA) scenarios
• Analysis of results to provide solvency and capital allocation insights to the business
• Engagement with senior management (including the Head of Actuarial Function and Chief Risk Officer)
• Development and provision of management information
• Effective implementation of new systems and product changes into the Regulatory Actuarial Reporting environment
• Continuous improvement and automation of existing processes
• Ad-hoc SAM related investigations and tasks, including interacting with the wider business to resolve queries and respond to regulatory requests
• Assistance with International Capital Standards (ICS) calculations and Reporting
• What will make you successful in this role?

Requirements:

Qualifications:

Qualified Actuary

Experience and skills:

• Knowledge and understanding of life insurance products
• SAM and ORSA valuations experience is desirable
• Sound knowledge of regulatory reporting requirements impacting the life insurance industry
• Strong Microsoft Excel and other data analysis software knowledge is required
• Prophet experience is advantageous
• Excellent verbal and written communication skills to manage relationships with various business stakeholders
• Ability to work independently, take initiative and meet deadlines
• Strong analytical and conceptual thinking
• Desire to gain knowledge and develop processes

Personal attributes and Competencies:

• Strong technical and operational ability
• Self-motivated with a strong focus on delivering results
• Strong operational process focus
• Good attention to detail
• Innovative and conceptual thinking
• Adaptability
• Advanced computer skills

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Job Purpose

• As a Specialist Business Systems Analyst, you will play a critical role as a problem solver who assists in defining and enabling business change in an agile environment within the End-to-End Analysis Competency. Your primary responsibility is to define, design and manage business and system requirements for Glacier projects, as well as deliver solutions that are fit for purpose, that focus on efficiencies and deliver business value across all business and IT domains.

Key Outcomes
The following outcomes will be expected to be achieved by the Specialist Business Systems Analyst:

• Understanding business needs as they relate to a potential change or transformation.
• Building relationships with all key stakeholders including business owners, product owners,     development teams, trainers, and users.
• Acting as an advisor to the business on best outcomes for a particular business problem or initiative
• Facilitating of work-sessions, database design and solution workshops to gather information, elicit and finalise requirements. 
• Identifying, and documenting requirements in an easy understandable way.
• Produce data, activity models, component flow, functional decomposition and data flow diagrams using Enterprise Architect/Visio/Confluence.
• Document and implement best practices, standards, and guidelines to ensure that best solutions and design are implemented and consistent with group architecture principles. 
• Consider non-functional requirements that describe the characteristics of the system e.g., security, performance, maintainability, scalability, usability, and reliability of a product design.
• Presenting solutions in the form of walk-throughs to analyst, project managers, architects, development teams, developers, and testers to ensure understanding and assist delivery teams with story estimations and prioritization.
• Implementing, testing, and deploying solutions to business problems (includes facilitating and coordinating User Acceptance testing)
• Supporting business transition and helping to establish change (includes transfer of knowledge to users, trainers, and peers)
• Assist in the continuous development, improvement, and implementation of the analysis framework.
• Providing regular feedback to relevant stakeholders. 
• Post implementation support to business and IT.
• Working in an agile team within the scrum framework. 
• Mentoring and coaching of other business and systems analysts.

Qualifications and experience

• B.Com. B.Sc. in Information Technology or Informatics (Honors / Master’s degrees advantageous) 
• Relevant formal qualification in Business Analysis. E.g. Certification of Competency in Business Analysis (CCBA) or Advanced Diploma in Business Analysis (AdBA) 
• + 5 years Business Analysis experience 
• + 5 years Systems Analysis experience 
• + 5 years’ experience in Financial Services industry (LISP / Wealth / Asset management experience mandatory)
• Exposure to C# and SQL (DB2 and MsSQL) 
• Exposure to SQL stored procedures 
• Exposure to Digitization Design 
• Strong relational database expertise 3-5 years
• Demonstrated knowledge of object-oriented analysis and design
• Strong data analysis skills
• Strong Application Design expertise
• Exposure to SCRUM and other Agile methodologies 
• Understanding of mobile application design
• Understanding of API design
• Experience in design and support of web-based solutions (Advantageous)
• Demonstrated knowledge of domain driven design (Advantageous)
• 5 years Software development experience ((Advantageous)

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What will you do?

Full Stack Developer

80% of Capacity

• Developing of software modules – writing and maintain clean, testable code using .Net Framework and Coldfusion
• Integration testing – all dependencies and identified, managed and tested 
• Deployments – Ensure stable releases to Production environments 
• Collaborating with team members to identify and fix technical problems 
• Code quality assurance

20% of Capacity

• Compiling technical and functional documentation 
• Manage Technical Debt

Qualification and Experience

• Matric 
• Diploma/Degree in Computer Science, Information Systems or Information Technology
• 3-4 years related experience

Knowledge and Skills

• .Net Framework 
• MVC
• .Net Core
• C#
• Coldfusion – advantageous 
• Git/Bitbucket
• SQL Server

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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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Purpose of the role

• Responsible for the marketing support, growth and profitability of Sanlam’s risk offering within the SanlamConnect business

What will you do?

Output/ Core Tasks: 

• Proactively market Sanlam’s risk offering to SanlamConnect support staff
• Supporting and non-supporting intermediaries on a predominantly one-to-many basis, and targeted one-to-one interventions
• Build and maintain relationships with key stakeholders in the SanlamConnect business and relevant product houses
•  Support SanlamConnect with:
• Product training, application and competitive positioning of Sanlam’s risk offering
• Identifying opportunities to increase penetration of relevant market segments
• Use of business intelligence to drive growth initiatives aimed at increasing market share
• Strategies, tactics and business plans aimed at exceeding risk targets
• Initiate and support agreed marketing plans with key stakeholders and the SanlamConnect business.
• Provide regional specific feedback w.r.t. intermediary sentiment, competitor issues and risk trends
• Support risk product house with the development of marketing support material, and tools that will assist in marketing Sanlam’s risk offering

What will make you successful in this role?

Role Requirements:

Qualifications: 

• CFP qualification
• Relevant tertiary qualification e.g. B Comm Financial Planning will be an advantage

Experience:

• 3-5 years relevant experience in a sales capacity within the Financial Services industry
• Exposure to distribution channels (Financial Advisors / Independent Financial Advisors etc.)

Knowledge: 

• Specialised risk product knowledge
• Knowledge and understanding of Sanlam’s and competitor risk solutions
• Knowledge of the Life Insurance industry as it pertains to risk

Competencies: 

• Communicates effectively
• Presentation skills
• Sales and marketing orientation
• Decision quality
• Analytical thinking
• Cultivates innovation
• Plan and aligns
• Concern for accuracy
• Customer focus
• Collaborates
• Influencing and gaining commitment
• Drives engagement
• Drives results
• Being resilient
• Computer skills (MS Office)

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Sanlam Connect offers an opportunity for experienced and skilled Short TermInsurance Advisors with great benefits:

• Opportunity to market multiple products within the Santam Group product range
• Competitive remuneration packages, including lucrative fixed startup component
• Excellent support structure
• Access to leads
• Access to extended and additional support in underwriting
• Membership to funds and schemes, including medical aid, group life & pension fund

Ideal candidates will be responsible for:

• New Business sales: Personal Lines and Commercial Lines
• Client services, renewals and amendments
• Building own portfolio
• Prospecting of new opportunities
• Addressing client needs by offering the relevant solutions and products available

Minimum Requirements

• Matric / Grade 12
• Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
• At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
• RE5 required
• Good written and verbal communication skills
• Clear credit & criminal record
• Own transport and drivers’ license

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What will you do?
 
Tasks where Outsource partner utilized

•   Monthly review of the Management accounts of Sanlam affiliated individual life insurers that is internally reinsured by Sanlam. 
•   Reviewing the projections and liaising with the relevant insurer if these don’t align with the Group Management accounts. 
•   Reviewing the confirmations and communication with the Finance Manager of the insurer to ensure that this aligns to what we see in the Management accounts and bank account.. 
•   Ensuring outsource and binder agreements are updated, as and when required, and payments are made accordingly.  
•   Build & manage relationships with Outsource partner
•   Review Claims register to ensure accurate and valid claim payments made by Outsource partner

Tasks where Sanlam performs complete Finance function

•   Processing monthly journals
•   Review of the monthly reinsurance premium calculations to confirm validity, accuracy & completeness
•   Preparation of the Monthly Management reports for Sanlam Reinsurance division 
•   Preparation of monthly profit projections  
•   Engagement with relevant stakeholders in preparation of the Sanlam Reinsurance division budget 
•   Ensuring that claims are accurate and complete

General Tasks

•   Reviewing balance sheet accounts and reconciliations to provide management information, which includes Debtors and Creditors age analysis and investigate long outstanding items.
•   Reviewing the income statement movements and comparing them to the monthly cash flows.
•   Ensuring that audit schedules are completed and provided to external auditors.
•   Provide input, setup structure and manage finance activities related to balance sheet management, reinsurance requests from Group Office e.g. Safrican, ARL, etc.
•   Reviewing and approving the payment calculations to ensure completeness and accuracy.
•   Liaising with the Accounts Payable team to ensure that the Reinsurance payments are made on time and according to the relevant reinsurance agreements.
•   Support SRA Reinsurance team on Financial activities.
•   Managing the Reinsurance trial balance on SAP. 
•   Ensuring that the SAP trial balance agrees to the reinsurance system reports or the Reinsurance checklist.
•   Other ad-hoc tasks when required.

What will make you successful in this role?
Qualifications:

• Relevant post graduate qualification in Financial Accounting. 

Experience: 

•   At least 3 years relevant experience within the Insurance/Financial industry.

Knowledge:

•   Knowledge of the following:
• Business Reinsurance
• Reinsurance operating methods
• SAP4 Hana Financial system

Competencies:

•   Communicates effectively
•   Decision quality
•   Analytical thinking
•   Cultivates innovation
•   Concern for accuracy
•   Plans and aligns
•   Customer focus
•   Collaborates
•   Drives results
•   Being resilient
•   Computer skills (Excel advanced level)