Client & Data Specialist at Sanlam Group

Role Description

• We need a Client and Data Insights Specialist with a hybrid skillset across financial services and client data systems to develop and perform data analytics and behavioural science insights for Sanlam L%R. The Client and Data Insights Specialist will harness actuarial, data science, valuations and software skills to grow the business intelligence function for Sanlam L&R across the Sanlam Group. This will enable Sanlam Strategic Projects & Partnerships to optimise its investment in Loyalty & Rewards.

The individual appointed to this position is expected to: 

•     Grow the Business Intelligence function for Sanlam L&R to ensure evidence based decision-making for the group-wide Wealth Bonus ecosystem as well as the Sanlam Reality self-paying membership options.
•     Work closely with the ITOps team as well as the Product & Marketing teams to produce and enhance internal management reports that track engagement and marketing metrics for the business. 
•     Assist in the development and execution of key functions within the Product Team to support Sanlam L&R with analytical insights and management feedback.

Outputs/core tasks
Key responsibilities include: 

    Automate Quarterly Engagement reports for key stakeholders and automate where possible:

•    Wealth Bonus
•    Sanlam Life & Savings
•     Sanlam Emerging markets
•     Sanlam Corporate
•     Complete reports on communication metrics and automate these where possible:
•     Welcome communication open & click rates for each membership option
•     Newsletter open & click rates
•     SVSMS open & click rates
•     Create dashboards and perform trend analyses with insights if possible
•     Perform regular data analysis to manage and grow engagement with the various rewards products & services
•     Build client and data insights models that will track historical and predict future client behaviour

Requirements
Qualifications:

•     Degree in Actuarial Science, Data Science or Computer Science and at least 3-4 years’ of experience in an analytical field

Experience and skills:

•     A demonstrated history of applying analytical thinking in a business environment. 
•     Experience in life insurance.
•     Experience querying databases and using statistical computer languages when managing data: (eg. R, Python, SQL, etc.) 
•     Experience visualizing/presenting data for stakeholder use.

Role based Competencies:

•     Love for analytics & analytical tools: Enjoys applying technical and analytical knowledge to visualise business outcomes
•     Organized and self-starter: Mature professional with high standards for quality and quantity of delivering impactful business results
•     People skills: Enjoys working with other technical experts and actuaries. Open and honest communication and pro-active approach.
•     Problem solver: Enjoys challenges and applies pragmatic thinking towards collaborating on solving complex business problems.
•     Fast technical learner: Has a good approach towards learning and understanding new technologies and its business application.

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