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...
Purpose of the Role
- The Estates Administrator is responsible for the efficient and accurate administration of deceased estates from initial reporting through to finalisation, ensuring compliance with applicable legislation and regulatory requirements.
- The role supports the effective winding up of estates by coordinating documentation, engaging with beneficiaries and relevant stakeholders, monitoring the progress of each estate, and ensuring that all administrative requirements are completed accurately and timeously.
Overview of Role Responsibilities (Level 1-13)
Operational Compliance- Level 4 - Process Expert
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Document Management- Level 4 - Process Expert
- Create a local document management system for an office or department.
Insurance Policy Administration- Level 4 - Process Expert
- Initiate new policies and policy amendments and process the related premium collections, liaising with the customer and/or salesperson and/or agent to clarify incomplete and potentially inaccurate information and referring complex or sensitive unresolved issues to others.
Insurance Policy Information - Level 4 - Process Expert
- Explain product status, features, and benefits, responding to customer questions to ensure understanding; refer complex, unresolved issues to others.
Operations Management- Level 4 - Process Expert
- Provide operational support by performing a range of routine activities using existing systems and protocols.
Required Skills
Policy and Regulation - Intermediate
- Works at an intermediate level to interpret and apply knowledge of laws, regulations and policies in area of expertise. Typically works with guidance.
Insurance Principles and Practice - Intermediate
- Works at an intermediate level to use and apply the core principles of insurance. Typically works with guidance.
Data Management - Insurance - Intermediate
- Works at an intermediate level to collect, store, and manage insurance-related data for accurate analysis, reporting, and compliance with industry standards. Typically works with guidance.
Document Management - Intermediate
- Works at an intermediate level to use document management tools to manage, view, organize, and store documents. Typically works with guidance.
Digital Literacy - Intermediate
- Works at an intermediate level to understand, evaluate, use, and engage with digital technology and information, as well as create and share digital content, while being aware of essentials like safety, privacy and ethical considerations. Typically works with guidance.
Transaction Integrity Management - Intermediate
- Works at an intermediate level to maintain the accuracy, security, and compliance of transactions, ensuring reliable transaction records and safeguarding against fraud and errors. Typically works with guidance.
General Experience
- Sound experience and understanding of straightforward procedures or systems (Minimum 1 year)
- 1 year experience in a LISP or the investment industry will be advantageous
- Exceptional communication skills in English – Written and Verbal
Education
- Degree or Diploma or Grade 12 with 2 to 3 years related experience.
Required Behavioural Competencies
- Ensures Accountability
- Communicates Effectively
- Plans and Aligns
- Manages Complexity
- Customer Focus
- Optimises Work Processes
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