Vacancies at Sanlam

Purpose

The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients

Formal Qualifications

• Matric.
• NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
• Regulatory Examinations (RE5) for representatives
• 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).

Working Requirements And Knowledge

• Class of Business training in Category 1 life and friendly societies.
• Product Specific training in Category 1 life and friendly societies.
• Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
• Excellent knowledge and understanding of insurance legislation.
• Computer Literacy (MS Office package).
• Valid driver’s license and own vehicle.
• Sound knowledge of long term insurance or employee benefits products.
• Knowledge of underwriting processes.
• Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
• Broker consulting, trade unions, funeral parlours experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers within funeral group business.
• Proven Sales track record.

Key Responsibilities

• Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
• Sourcing new brokers and maintaining relationships.
• Training and ongoing product support to brokers.
• Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
• Ensuring that the agreed new business targets are met.
• Developing and maintaining client relationships in all business levels.
• Building relationships with internal departments to ensure superior service is offered to clients.
• Ensuring that clear information is given to clients before, during and after a sales deal.
• Ensure that there is no unreasonable post–sales barriers faced by clients.
• Keeping up-to-date with competitor product and service offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Participating in proactive sales and marketing initiatives.
• Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships.

Behavioural Competencies, Skills And Attributes

• Good communication skills.
• Results orientated.
• Good decision making and problem-solving skills.
• Good planning and organisational skills.
• Have good negotiation skills.
• Excellent presentation skills.
• Ability to write reports.
• Analytical thinker.
• Reliable, tolerant, and determined.
• Clear focus on high quality and business profit.
• Stern honesty and integrity attributes.

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What will you do?

Manages selected patients that are likely to benefit from the case management process from admission until the account has been checked. Deals with a particular portfolio of cases, handling the larger more complex cases based on region and speciality. Liaises with the attending medical staff where necessary. Effectively authorises member admission based on intensity of services required to meet the patient's severity of illness, including updates to authorisation details for the appropriate facility and of the optimal period required in each unit. May train other Case Managers.

What will make you successful in this role?

Qualification And Experience

• Degree or Diploma with 6 to 8 years related experience

Knowledge And Skills

• Analyses, assessment and management of clinical outcomes and risk
• Management of scheme service level agreements
• Best practice clinical processes and management
• Coaching and mentoring others on case management
• Compliance and risk management

Personal Attributes

• Balances stakeholders - Contributing independently
• Manages complexity - Contributing independently
• Optimises work processes - Contributing independently
• Plans and aligns - Contributing independently

Build a successful career with us

Core Competencies

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

go to method of application »

What will you do?

Responsible for developing, reviewing, co ordinating and approval of content for various communication elements, including but not limited to, newsletters, publications, executive broadcasts mailers, scripts, website, social media platforms etc. Engaging with key stakeholders and building in order to support and drive key initiatives across the Retail Mass cluster. Support, develop and drive project communication as well as marketing campaigns. Demonstrates sound knowledge of writing for digital platforms and inclination to digital. Applies TCF principles, tone, and brand governance consistently across all activities to project the Sanlam brand.

What will make you successful in this role?

Qualifications And Experience

• Degree or diploma in communications/Journalism or similar
• Minimum of 3-4 years of experience in similar role
• Proficient in MS Outlook
• Knowledge and understanding of Adobe, Adobe Photoshop, SharePoint and online platforms advantageous.
• Drivers license and ability to travel for work

Knowledge And Skills

Core tasks;

• Copy Editing
• Developing, reviewing, coordinating and approval of content for various communication elements, including;
• Newsletters,
• publications,
• Executive broadcasts,
• Mailers and staff notices,
• Website,
• Social media platforms
• SMSs.
• Editing/ drafting client facing material.
• Engaging with key stakeholders on regular basis and building relationships to support and drive key initiatives across the Retail Mass Cluster.
• Support priority projects through the development of effective communication plans.
• Support marketing campaigns through internal awareness and reviewing content to ensure it aligns to our brand and tone of voice.
• Develop and implement communication plans alongside key stakeholders that supports and drives business objectives.
• Develop content for visual collateral and assess what is key
• Sound knowledge of writing for digital platforms and inclinations to digital solutions
• Ability to track and monitor engagement rates, as well as the ability to read these and find ways to increase engagement rates
• Engaging with and working alongside Communication teams across Sanlam
• Updating and maintaining the content on the homepage of the intranet

Design and Implementation

• Good working knowledge and experience in briefing and working wit suppliers/ service provides to develop required collateral that supports the key objective and business strategy.

Skills

• Deadline driven
• Able to action plans with minimal guidance
• Blended skillset- Communications/ Data/ Technology
• Interpersonal and relationship management skills
• Ability to think and act independently as well as collaboratively
• Good communication skills and the ability to simplify complex concepts for easy understanding
• Influencing skills
• Problem solving skills
• Attention to detail with solid Organisational skills

Qualification And Experience

• Diploma with 3 to 4 years related experience.

Knowledge And Skills

• Reads copy and detect errors
• Standard code
• Proof reading
• Monitor publication quality
• Personal Attributes
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently
• Action orientated - Contributing independently
• Communicates effectively - Contributing independently