Job Vacancies at Sanlam

About the Job

What will you do?

• This is a 12 month contract position allowing the incumbent to gain relevant work experience in the Financial Services industry. The individual will be exposed to;

Render administrative support to Business in the Sanlam Direct environment.

• Processing Documents
• General Administrative and Office tasks
• Assisting with Support functions
• Incentives and competitions
• Assist with tasks e.g. collating and filing of information
• Monitor workflow via systems to ensure Operational efficiencies.

What will make you successful in this role?
Qualification & experience

• Grade 12
• Diploma / Degree in Marketing/ Business Management or Business Administration

Knowledge and skills

• Successful candidate should be unemployed
• Preferably no or very limited previous working experience
• Knowledge and experience in MS Office

Core competencies

• Cultivates innovation
• Results driven
• Collaboration
• Flexibility and adaptability
• Being Resilient

Personal attributes

• Client centricity
• Action Orientation
• Plans and aligns
• Communicates effectively
• Treating Customers Fairly
• Analytical

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About the Job

What will make you successful in this role?
Output/Core Tasks:

• The Client Care Centre environment is divided into three divisions, a call centre, a front of office and an administration division that deals with all other types of communication and correspondence from our customers. • You will be responsible to stand in for the current Administrative Assistant and floor walker in the walk-in centre.
• Effectively create walk in clients on the system and refer them to the correct point of service.
• Refer clients to the self-help hubs and make sure the necessary documents are received, completed and referred to correct division within Sanlam.

Role Requirements:
Qualifications:

• Matric/Grade 12
• A tertiary qualification (Diploma or Degree) from a well-recognised institution will be an advantage.

Knowledge and Experience:

• Life insurance customer service experience.
• Experience in assurance administration.
• Ability to communicate in English and Afrikaans is a requirement.

Competencies:

• Must have passion for customer services
• Strong communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Very good Interpersonal skills
• You must have Integrity and hold respect for others
• Computer literate Personal Attributes Communicates effectively - Contributing independently Action orientated - Contributing independently Situational adaptability - Contributing independently Optimises work processes - Contributing independently

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About the Job

What will you do?
Key responsibilities:

• Register claim if we have valid documentation (statement on death or death certificate)
• Request external portfolio’s (MMI / Glacier)
• Sell Shares on MIP
• Request Risk from different Insurers
• Good Understanding on how RFW works
• Acted on new incidents (workflow)
• Attend to new information received (workflow + death’s mailbox)
• Ensuring that all documentation is accurate and complete for processing and is attached to the C Flow incident
• Day to day administration of a death claim
• Validity checks on MIP
• Request outstanding information
• Good understanding of tax directive application even through e-filing and also how to refer foreign tax
• Bank validations
• Validate letters of Authority / Executive
• Tracing of Beneficiaries
• Managing their e-mails to ensure they are within 2-day SLA
• Handling telephone calls
• Ensure claims are on the correct step instruction
• Ensure the subject field is completed correctly
• Ensure Client reporting are updated
• Attend to walk-in clients
• Ensure all attachments are attached to C-Flow
• Do regular follow ups on outstanding information / Send monthly reports
• Drafting of letters
• Closing of incidents
• Monitoring of daily workflow
• Manage relationships with internal departments and resolve and route queries effectively
• Move members to Death Unclaimed MG
• Be able to attend complex queries and be able to communicate clearly and accurately

Technical Competencies:

• At least 5 years’ experience within an Employee Benefits environment
• Benefit payments processes experience
• Umbrella Fund experience
• A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act
• Computer literate with proven proficiency in MS Office (Word and Excel)

Behavioural Competencies:

• Strong attention to detail and proactive attitude
• 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
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills

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About the Job

What will you do?

• Provide assistance in implementation and monitoring of transactions executed by derivative and scrip lending dealers as well as portfolio managers. Responsible for the various monitoring functions in respect of these trades, including valuations, reporting, confirmations process for OTC Derivative Structures implemented SSS as well as Collateral Management and other related processes. 

What will make you successful in this role? 

• Assist with implementing and administrating of all trades (close interaction with Curo Fund Administrators) 
• Assist with ongoing monitoring and administration of existing trades Assist with monthly and quarterly reporting Review and confirm trade contracts for legal and financial consequences Ongoing monitoring of collateral positions related to trades 
• Comprehensive support to the Structured Solutions team in order to successfully service the clients Maintain an in-depth knowledge of client and products invested by client Attend to client queries timeously Involved in ad-hoc accounting and operational related projects and activities. 

Qualification and Experience 

• Degree or Diploma with 3 to 6 years related experience. 

Knowledge and Skills 

• Reporting on dealer activities and transactions Investment Industry Knowledge with a specific focus as dealer Reporting and Administration Reconciliations and query resolution Compliance and Risk Management monitoring Personal Attributes Interpersonal savvy - Contributing independently Decision quality - Contributing independently Plans and aligns - Contributing independently Optimises work processes - Contributing independently

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About the Job

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance

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

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About the Job

Purpose of the role

• To market Sanlam Risk & Savings’s Underwriting philosophy to Intermediaries, build relationships with the intermediary channels and liaise with the Intermediaries regarding large and complex cases. What will you do?

Outputs/Core Tasks:

• Manage a defined portfolio of financial advisors by building and maintaining collaborative working relationships with internal and external stakeholders.
• Primarily, but not limited to, underwriting of large cases with cover amounts of R15m and higher, business insurance, Sickness and Income Protector of R100 000 pm and higher, and complicated medical cases.
• Underwriting of occupational and part-time activities.
• Regular visits to regional offices to promote the Sanlam Underwriting philosophy.
• Relationship building with the SanlamConnect Management teams.
• Presentation, facilitation and resolving of relevant underwriting issues raised by Intermediaries and clients.
• Networking and interaction with other industry players in the market.
• Assist in pre-underwriting. Conduct and undertake complex case reviews, as and when required.
• Provide coaching and mentoring to the wider Underwriting team.
• Give feedback to stakeholders on referred cases during regional visits.
• Perform trend analysis on underwritten cases and communicate these to the relevant stakeholders.
• Provide support to the general Underwriting team when required.
• Provide training to Intermediaries. What will make you successful in this role?

Role requirements:
Qualifications:

• Grade 12 with Biology / Life Science, Mathematics, Accountancy / Financial Accountancy as subject.
• Any tertiary qualification will be beneficial.

Experience:

• At least 7 years relevant medical and financial underwriting experience.
• Good track record in medical and financial underwriting.
• Relevant experience within the Life industry and insurance products.
• Exposure to authority limits of R10 million plus.
• Previous experience of dealing directly with brokers or advisors and resolution of complex and large cases will be beneficial.

Knowledge:

• Knowledge of Life underwriting processes.
• Application of Life underwriting- and re-insurance policy.
• Good understanding of medical terminology (anatomy and physiology).
• Knowledge of origin and prognosis of medical conditions.
• In-depth knowledge and understanding of Financial Statements and Health Questionnaires.
• Knowledge of financial underwriting and business insurance within the Life insurance industry.

What will make you successful in the role?
Competencies:

• Communicates effectively
• Good presentation skills
• Decision quality
• Analytical thinking
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaboration
• Influencing and gaining commitment
• Negotiation skills
• Drives results
• Team success
• Independence
• Being resilient
• Computer skills Build a successful career with us

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About the Job

• Broker Consultant: SanlamConnect East Coast Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients.
• As an integral part of SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high performance business.

Output/Core Tasks:Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What is in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

What will make you successful in this role?
Qualification and Experience

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
• At least 1 year in the financial industry
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and Skills
To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal Qualities

• Cultivates innovation
• Client centricity
• Results-driven
• Collaboration
• Flexibility and adaptability
• Technical and Professional Knowledge
• Entrepreneurship
• Treating customers fairly (TCF)
• Decision-making
• Continuous learning
• Gaining commitment
• Work standards
• Adaptability
• Tenacity
• Initiative
• Impact

Process for Applications:

• If you meet the above criteria, and is interested in applying for this role, please submit your CV via myWorkSpace or online to: www.sanlam.co.za (Job ID: 21053)
• The closing date for applications is 27 September 2023

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About the Job

 What will you do?

• The experience investigations team is responsible for delivering business insights through retrospectively looking at experience. The team is also one of the few within the broader Sanlam Group to be a custodian of a Business Intelligence (BI) asset. The vision for the team is to fully digitalise our processes, and also to further enable consumption of new age statistical/actuarial techniques to add business value.

Output/Core Tasks:

• Manage, own and enhance the Experience Investigation reporting process within SRA Actuarial to deliver valuable insights for the businesses that we serve (SRA and SRM)
• Collaborate to define, create and realise the ideal operating model for actuarial experience investigations in the context of a new business intelligence (BI) platform
• Liaise and engage with stakeholders from Sanlam Group BI to ensure the smooth running of the experience investigations operation model
• Ensure the Experience Investigation operating model delivers business value
• Maintenance of the Experience Investigation model
• Assist with ad-hoc actuarial analyses on special projects
• Collaborate in the wider SPF teams working on special projects
• Regular engagement with senior management on the performance of the business
• Deliver analytical-, business- or projection models as required from special projects
• Research data science/statistical techniques and their application in an actuarial context What will make you successful in this role?

Requirements:
Qualifications:

• Actuarial, Data Science or other relevant degree
• At least 3 years experience in the life insurance industry
• Good progress with actuarial exams

Experience and skills:

• Experience / knowledge of Sanlam’s life insurance products will be an advantage
• SAP HANA, R, SQL experience or knowledge of advanced analytics
• The combination of actuarial and data science experience will be an advantage
• Comfort working with and interrogating data
• Strong operational process focus
• Good verbal and written communication skills
• Good attention to detail
• Ability to work independently, take initiative and meet deadlines
• Strong analytical and conceptual thinking
• Good MS Office skills (Word, Excel)
• Knowledge seeking/learning orientation

Personal Attributes

• Self-development - Contributing independently Interpersonal savvy - Contributing independently Nimble learning - Contributing independently Tech savvy - Contributing independently Build a successful career with us

Core Competencies

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

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing Date: 25 September 2023 Our commitment to transformation