SGR: Implementation Specialist at Sanlam Group

Who are we?

•  Our vision is to be the preferred partner to the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation.
• We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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. Sanlam Group Risk (SGR) specializes in the group risk administration to Employers spread over a number of industries from free-standing schemes to multiple-employer umbrella funds providing all with various group risk benefits.

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.

What Will You Do?

• Under limited supervision provide administrative support to a department or a group of professionals. Performs complex and specialized tasks as part of the implementation of system set-ups linked as per request on Employer level to provide risk insurance for their group of employees. Understand the impact of legislative requirements as part of the job function. Implication of the decisions and consequences when performing implementation tasks linked to the risk benefit structure of our clients. Collects, compiles, analyses complex data and information to understand what our clients require from a group risk insurance perspective for their employees. Has the ability to exercise independent judgement and reasoning.
   

Key Responsibilities

•  Analyze and investigate any exceptions regarding risk products or processes when dealing with     new and existing clients.
•  Complete implementation process of risk benefits on Employer (Scheme) Level after verification has been done on acceptance documentation and quotes.
•  Adhere to Client’s needs and expectation before finalizing the full risk benefit structure linked to each client.
•  Verify scheme risk benefit structure on operating system as part of the Implementation process.
•  Testing processes of risk benefit cover and risk rates on member level before doing bulk upload of members.
•  Resolve problems identified through testing of data including benefit & cost structure on member level taking the Rules/ Policies and business concessions into account.
•  Issue Member Benefit Statements for new clients where required
•  The management of service level agreements of tasks which were allocated and the responsibility to keep all stakeholders informed as required.
•  Deliver work of high quality and quantity.
•  Provide technical support to any specialist.
•  Recording of all tasks received on our monthly reporting tool.
•  Validate the daily and monthly reporting on our different applications.
•  Testing of new scheme set-up related functionality which is developed.
   

What will make you successful in this role?

Understanding and completing the implementation set-up process of the following installations:

•  Free-standing schemes for Employers.
•  Employers under a Front Office arrangement.
•  Participating Employers under Umbrella Funds.
•  Entering the initial members on Inception Date of new Employers/Clients.
•  Testing and verifying correctness and accuracy of new risk benefits and risk rates on member level as per signed Quote and Policy before any bulk member uploads are done.
•  Issue Member Benefit Statements on Inception Date as per SGR agreement.

The implementation of maintenance performed on operating system. Examples include:

•  Risk benefit insurance amendments to existing business - add/remove or change current risk benefits with risk rates implication.
•  Convert existing client/employer to other product arrangement within SGR.
•  Risk benefit changes with annual revision of rates.
•  Testing and verifying correctness and accuracy of new risk benefits and risk rates on member level after each system change per Employer.
•  Legislation changes that requires risk benefit changes.
•  Overall maintenance to any fields which forms part of the scheme set-ups on system level.
•  The ability to analyze and access supporting documentation used in the implementation setup process and to identify any development or improvement areas.

Understanding of operational and implementation functions on operating system. Examples include:

•  Monthly contribution process
•  Annual Rate Revision process
•  Different types of Death and Disability Claims
•  Medical Underwriting
•  Upload of member data
•  Member Group Transfers
•  Member Benefit Statements

Qualification and Experience

•  Matric with Mathematics and or Accounting (Minimum "C" symbol)
•  A Minimum of 3 to 5 years’ experience in Employee Benefits (with Risk Products) and/or Group Risk environment.
•  Strong numerical and analytical ability.
•  Knowledge of Group Risk Products and working on MIP PFG will be an advantage.
•  Previous experience of the implementation process will be an advantage.

Knowledge and Skills

•  Overall good knowledge of the financial services industry and group risk insurance.
•  Good understanding of the different group risk benefit insurance available to Employers for their employees.
•  Sound knowledge of products, processes and services in the Group Risk environment
•  Good understanding of IT systems
•  Understanding of Sanlam Group Risk Policies, Fund Rules, different Risk Products and legislation linked to the implementation process.
•  Computer Literacy (MS Office).
   

Behavioural Competencies

•  Analytically and conceptually strong (Understanding of Fund Rules and policies)
•  Strong attention to detail and proactive attitude
•  The ability to identify risk areas in existing processes
•  Strong ability to organize and prioritise as part of time management
•  Ability to work accurately and independently
•  Excellent communication skills both written and verbal
•  Proactive individual and self-starter
•  Good problem solving and decision-making skills
•  Innovative and demonstrates initiative
•  Good customer services orientation
•  Good interpersonal skills and teamwork
•  Ability to perform well under pressure and meet deadlines
•  Resilient to adjustment in standard processes.

Core Competencies

•  Client Focus - Building strong customer relationships and delivering customer-centric solutions.
•  Drives Results - Consistently achieving results, even under tough circumstances.
•  Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
•  Resilience - Rebounding from setbacks and adversity when facing difficult situations.
•  Plans and aligns – Planning and prioritizing work to meet commitments aligned with organizational goals.

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.