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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?
- A role exists in the Group Secretariat team, reporting to the Group Company Secretary. The successful candidate will be required to perform secretarial and general office duties.
What will make you successful in this role?
Secretarial support to an Executive:
- Engage and arrange meetings with several direct reports to the Executive and Board Members.
- Proactive diary management for Group Company Secretary, the Group Board Chair and the Group Secretariat.
- Ensure manager(s) / Board members is/are equipped with necessary documentation to proceed with meetings.
- Line Manager and Secretariat Inbox management
- Screen incoming calls and correspondence, responding independently where possible.
- Preparation and support with PowerPoint presentations.
- Language editing support
- Responsible for arranging events, board meetings or conferences by arranging facilities and catering, issuing information or invitations, coordinating speakers.
- Preparing records such as agendas, notices, minutes, and resolutions for corporate meetings.
- Responsible for arranging travel plans and itineraries, and compiles documents for travel-related meetings.
- Format information for internal and external communication – memos, emails, presentations, and reports.
- Filing of documents.
Administration:
- Source required information requested by manager.
- Support manager(s) with all Group Secretariat management actions on myWorkspace.
- Arrange and manage payment of invoices (Group CEO and Group Company Secretary).
- Payment of Director fees.
- Sanlam credit card and cellphone administration.
- Taking of minutes and responsible for managing follow-ups where required.
- Ad hoc requests.
General Office Management:
- Act as an office manager by keeping up with office supply inventory.
- Management of the storeroom, office equipment and general kitchen facilities.
- Support to a larger office environment – Office management to a broader team.
International and national travel and accommodation arrangements:
- Research valuable information on international destinations on behalf of manager(s).
- Provide a well-documented travel itinerary in advance.
Qualification and Experience
- Grade 12 and relevant Diploma/Certificate with 6-8 years related experience.
- Proven experience in a corporate, preferably listed environment.
- Proven experience working with confidential information.
- Candidates with experience in a Company Secretarial environment will have preference.
Additional requirements
- Be confident to engage with other Group Executives and Board members.
- Engage with local and international stakeholders.
- Be able to work under pressure and have a high stress tolerance.
- International travel arrangement experience.
- Advanced experience in Microsoft Office (Word, Excel & PowerPoint).
- Advanced experience in Board portals.
- Understanding of professional business communication methods and processes.
- Adhere and be sensitive to organisational impacts/influences (red tape, protocol etc.,).
- A sound knowledge of etiquette that is followed or prescribed in a social and/or professional setting on an executive level.
- Displays a high level of confidentiality.
- Be available and prepared to work after hours.
Knowledge and Skills
- Reservation Management
- Secretarial Support
- Administration
- Manages various Stakeholder queries and support
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What will you do?
- We are seeking a highly skilled and motivated individual to join our project operations team as a portfolio intelligence analyst. Overall, a portfolio intelligence analyst plays a critical role in supporting project management activities, driving efficiency, mitigating risks, and ensuring the successful delivery of projects within an organization.
- In this role you will be responsible for managing and optimizing project support tools, ensuring their effective utilization across projects, and providing technical support to project teams.
- You should have a strong analytical technical background, excellent problem-solving skills, and a passion for streamlining processes and improving efficiency along with a solid understanding of project management principles and methodologies.
What will make you successful in this role?
- Administer and maintain project support tools, such as project management software, collaboration platforms, and reporting tools.
- Customize and configure project support tools such as PPO, Jira, Power BI to meet the specific needs and requirements of project teams and portfolios.
- Design and develop BI reports, dashboards, and data visualizations using tools such as Power BI, or similar platforms.
- Customize Jira workflows, screens, fields, and permissions to meet the needs of various teams and projects.
- Collaborate with stakeholders to gather requirements and translate business needs into actionable project and portfolio support items.
- Conduct training sessions and workshops for users to maximize utilization of project support tools, promoting best practices and efficiency.
- Provide technical support to project teams on the use of project support tools.
- Create and maintain technical documentation for portfolio support tools and related processes.
- Identify opportunities to automate tasks, streamline workflows, and enhance data quality.
- Develop and implement best practices, guidelines, and standards for utilizing project support tools.
- Collaborate with IT teams to troubleshoot technical issues and ensure seamless integration of project support tools with other systems.
- Monitor and analyze usage data and metrics to identify opportunities for improvement and optimization.
- Stay updated with industry trends and advancements in project support tools and recommend new tools or enhancements as needed.
- Assist in the evaluation, selection, and implementation of new project support tools.
Qualification
- Grade 12
- Bachelor's degree in Information Technology, Computer Science, or a related field.
- Certifications in Jira administration or BI tools are desirable but not mandatory
Experience
- As a Project Support Tool Specialist or similar role.
- Hands-on experience with BI tools such as Power BI, or similar platforms, including report or dashboard development and data modeling.
- Experience in customizing and configuring project support tools to meet specific requirements.
go to method of application »
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 Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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 clients 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 clients 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 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
- Grade 12
- 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.
go to method of application »
What will you do?
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Work with Sales Manager to identify priority areas and to plan monthly activities accordingly
- What will make you successful in this role?
- QUALIFICATION:
- Matric (grade 12) or NQF level 4
- RE5 an advantage
- Clear Credit and Criminal records
- FAIS Compliance
- At least two years’ work experience within sales or marketing
KNOWLEDGE:
- Sales tactics and approaches
- Client service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
Qualification and Experience
- Grade 12
- 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.
go to method of application »
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 Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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 clients 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 clients 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 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
- Grade 12
- 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.
go to method of application »
The overall purpose of the role : Key Responsibilities:
- To support the Client Relations Managers in the delivery of client service excellence.
- Preparation of new business documents, agenda packs, etc.
- Distribution of electronic benefit statements and updating share-point accordingly
Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
- Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
- Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
- Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
- Member app/web – actively promote members to make use of the app/web
Preparation of meeting agendas and reports and follow-up of action items
- Effective handling and managing of telephone and email queries
- Perform to a high standard and be prepared to develop in the role
- Undertake additional training as required to fulfil the role
- Actively participate in internal forums, training, and social events
- Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.
Qualification and Experience:
- Relevant tertiary financial/investment qualification
- Minimum of 5 years relevant experience in the Employee Benefits industry
- Good proficiency in Microsoft Office
- Needs to understand, write, and speak Afrikaans.
Knowledge and Skills:
- Knowledge of legislation applicable to the retirement fund industry
- Previous retirement fund experience will be advantageous.
- Certificate of Proficiency will be advantageous.
- Knowledge of internal workflow systems and Client Portal will be advantageous.
- Proficiency in MS Office (Word, Excel, and Outlook)
Personal Qualities:
- 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 prioritizing work to meet commitments aligned to organizational goals.
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What will make you successful in this role?
Output/Core Tasks:
- Design, facilitate and implement learning content using various methodologies for all new starter training programs.
- Responsible for the design and implementation of all mandatory legislation courses, for the purpose of continuous development of the knowledge and skills for existing staff, using various methodologies.
- Partner with various business stakeholders to review and evaluate learning content to ensure effectiveness as well as continually evolve content and training approaches to enhance the learning experience.
- Perform needs analysis consultations with business stakeholders to identify training needs.
- Collaborate with the Quality Assurance team to further enhance employee development and performance.
- Collaborate with Management/Process Office and Quality to tailor or amend training materials.
- Coach, develop and mentor employees.
- Support business stakeholders and employees with legislation related enquiries and decisions.
- Maintain records of learning interventions which includes but not limited to attendance registers, content and assessments.
- Stay abreast of industry related legislation amendments and implementations.
- Design and develop fit for purpose e-learning content.
- Facilitate classroom training either face to face or online using MS Teams.
- Assess learning performance post-training.
Role Requirements:
Qualifications:
- Matric/Grade 12
- A tertiary qualification which can either be a Diploma or Degree.
- Mentoring and Coaching qualification will be to your benefit.
Experience:
- A minimum of 5 years’ experience in the insurance industry, with above average performance.
- Experience as a BSS Client Services Representative at Intermediate, Specialist or Quality level, with above average performance will be advantageous.
- Comprehensive knowledge, understanding and experience in working with the following legislation:
- Financial Intelligence Centre Act and Party Due Diligence legislative requirements.
- Financial Intelligence Centre Act and Party Due Diligence processes followed by Business Shared Services.
- Protection of Personal Information Act
- Fraud prevention.
- Experience in facilitating long duration programs (4+ weeks concurrently) will be advantageous.
go to method of application »
What will you do?
- Entry point for representatives in a company. Represents and sells the company's goods and/or services by visiting companies and obtaining orders. Promotes sales by introducing the products with use of presentation/display techniques. Keeps immediate superior informed of competitor action and customer status. Is expected to achieve pre-set sales targets.
What will make you successful in this role?
Qualification and Experience
- Diploma with no experience or Grade 12 with 1 to 2 years related experience.
Knowledge and Skills
- New business processing
- Existing business processing
- Appointment preparation
- Client appointments and liaison
- Partnership Building
go to method of application »
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 Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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 clients 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 clients 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 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
- Grade 12
- 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.
go to method of application »
What will you do?
- As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques.
- The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.
What will make you successful in this role?
- The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
Education and Qualification
- Grade 12/Matric.
- FAIS compliant in terms of ‘fit and proper’.
- English and any other official South African language.
- Tech savvy and active on different social media platforms the following is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.
go to method of application »
WHAT WILL YOU DO
- The successful candidate will be responsible for managing a team of Claims Relationship Managers, ensuring that they are managing and maintaining professional relationships and the performance of MBRs, in line with Santam’s objectives. Additionally, the Manager will be responsible to provide technical support to the team regarding all aspects of the motor vehicle repair process, end-to-end.
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE
- Manage and oversee the daily operations of the CRM team with focus on the end-to-end motor vehicle repair process
- Manage and develop the performance of the CRM team, providing regular feedback, coaching and training to ensure staff are performing well within their targets
- Work closely with and providing technical support to other departments within the motor claims value chain
- Manage and develop relationships with service providers within the motor claims value chain, providing regular updates
- Identify and assist to develop and implement processes and procedures to improve the motor vehicle repair process
- Conduct regular audits to ensure quality and compliance
- Manage the budget of the CRM team, ensuring that resources are allocated effectively
- Stay up to date with industry developments and changes in regulations and ensure that the Company is compliant with all relevant requirements
- Monitor and control the following MBR KPIs:
- Smart repairs:
- Smart repair technology
- Repair vs replace
- Normalised Cost Ratio (NCR)
- Average Repair Cost (ARC
- ARC plus Ancillary Cost (ACPC)
- Alternative Parts Utilisation
- Paint, Labour and Parts Ratio
- Difference in Quotation vs 1st Authorisation
- Difference in 1st Authorisation vs FRC
- Difference in Quotation vs FRC
- Additional request after FRC
- Report on MBR and Santam system compliance and maintenance:
- Abuntex
- Qapter Connect
- AudaAudit
- RPM
- Parts Procurement Systems
- AudaTarget
- Santam Systems:
- BPM/ClaimCenter
- Initiate, lead and manage Supplier Performance Measurement meetings
- Monitor, Identify and Manage trends, agree upon action plan and monitor compliance
- Training, upskilling and coaching of reporting staff
- Report on supplier capacity
- Create daily, weekly and monthly reports for feedback
- Project and change management
- Manage and report on Catastrophic events
QUALIFICATIONS AND EXPERIENCE
- VDQ professional qualification, or Automotive body refinisher or, Automotive mechanic
- At least 5 years’ experience in operation management in the motor vehicle repair and insurance industry
- Experience of managing a group of CRMs or similar professionals, with a particular focus on the automotive industry
- Experience in staff management, including performance management and staff development
- Experience in budget management and resource allocation
- In depth knowledge of Abuntex products such as Qapter Connect, AudaTarget (NCR), AudaInvoice, Parts Procurement systems
- Good business acumen and understanding of business principles (profit, loss, margin, efficiency, etc)
- Bachelor's degree in business, finance, automotive engineering, or a related field (advantageous)
- Expert knowledge in the relevant vehicle repair processes and repair methods
- Expert Microsoft Excel user
Method of Application
Use the link(s) below to apply on company website.
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