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  • Posted: May 14, 2021
    Deadline: Not specified
  • 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 skilful ...
    Read more about this company


    Case Owner

    What will you do?
    Santam’s Operation’s department has an exciting new role and position available for a Case Owner who will be based in the Service Centre team within the Commercial Contact Centre, Bellville.

    The Case Owner will manage the Brokers experience by providing a dedicated service for high value requests from quotation through inception, amendments to renewal of the policy. The Case Owner is fully responsible for a specific portfolio; this includes regular engagement with brokers when it is required as well as the key stakeholders from Broker Services, Risk services and Claims.

    Key Responsibilities

    •     Provide a dedicated service to the brokers of a region, focussing on the high value policies.
    •     Understand the different Santam commercial offerings to provide good and proper advice to our brokers.
    •     Build strong relationships with the relationship manager and technical manager. 
    •     Understand the risk exposure for Santam and provide solid underwriting advice to key stakeholders.
    •     Ensure corrective underwriting actions by incorporating and discussing risks with technical manager, risk services and relationship manager. 
    •     Manage the referral process for above mandate requests. Ensure high levels of engagement by providing brokers with continuous feedback.
    •     Identify trends and inaccuracies in specific portfolio and take the necessary corrective action and or provide feedback to broker services and risk services.
    •     Ensure data quality
    •     Manage a team of insurance consultants
    •     Compile reports per Broker for discussion including trends and deviations from process

    What will make you successful in this role?

    •     Matric completed
    •     Relevant Insurance Related Qualification
    •     FAIS compliant
    •     More than 5 years Commercial Lines experience    
    •     In-depth knowledge of the different Santam Commercial offerings 
    •     Working knowledge of reinsurance


    •     Computer Literate (MS Office Package),
    •     Relevant System Knowledge (PolicyCenter WebE, CRM),
    •     Underwriting, 
    •     Compiling and Analysing data 
    •     Understanding of operations management
    •     Strong insurance knowledge
    •     Ability to transact in the full value offering of service centre
    •     People management skills

    Knowledge and Skills

    • Customer Service
    • Reporting and Administration
    • Quality, compliance and accreditation
    • Business Processes
    • Services knowledge
    • Personal Attributes
    • Communicates effectively - Contributing independently
    • Decision quality - Contributing independently
    • Manages conflict - Contributing independently
    • Optimises work processes - Contributing independently

    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.

    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. 

    Our commitment to transformation

    • The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

    Method of Application

    Interested and qualified? Go to Sanlam on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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