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...
- Job Type Full Time
- Qualification
- Experience 6 - 10 years
- Location South Africa
- Job Field Insurance
Purpose of the Role
- The Actuarial Specialist will support the Asia CFO and regional leadership by providing high-quality actuarial, financial and risk analysis across the Asia portfolio.
- The role combines recurring financial and actuarial reporting with forward-looking modelling, capital and solvency analysis, business planning, technical support and strategic business development. It will provide an independent regional view of performance and constructively challenge business forecasts, assumptions and in-country actuarial outputs.
- A central focus will be supporting the Indian insurance entities through IFRS 17 conversion and embedding, strengthening asset-liability management, and preparing for the transition to risk-based capital requirements.
- The role will translate complex actuarial and financial information into clear insights for executive decision-making, while working across Finance, Actuarial, Risk and Balance Sheet Management.
What will make you successful
Financial and Actuarial Reporting
- Deliver actuarial and financial reporting, performance insights and decision support across the Asia portfolio.
IFRS 17 and Technical Actuarial Leadership
- Support IFRS 17 implementation, technical actuarial oversight and reporting alignment across the region.
Planning, Forecasting and Business Performance
- Contribute to budgeting, forecasting and strategic planning, including capital and value projections.
Scenario Analysis and Risk Assessment
- Provide scenario modelling, stress testing and risk insights to support business decision-making.
Capital, Solvency and Dividend Management
- Support capital, solvency and dividend management to drive sustainable growth and regulatory compliance.
Asset Liability and Balance Sheet Management
- Contribute to asset-liability management, investment strategy and balance sheet optimisation.
Enterprise Risk Management
- Support the monitoring, assessment and mitigation of key financial and insurance risks.
Business Development and Strategic Initiatives
- Provide actuarial and financial input into strategic projects, growth opportunities and business development initiatives.
Stakeholder Management and Collaboration
- Build strong relationships across regional and Group stakeholders while supporting actuarial capability development.
Qualification and Experience
- Qualified actuary through a recognised professional body, with typically 6 to 10 years of relevant insurance or financial-services experience.
- Strong life insurance experience, with practical capability in financial reporting, actuarial modelling, forecasting, solvency and capital analysis.
- Ability to work collaboratively with local actuarial teams and specialist Group functions, and to communicate technical conclusions clearly to senior stakeholders.
- Advanced Excel and analytical skills; familiarity with actuarial modelling and data-analysis tools.
Key deliverables
- Accurate actuarial reporting and clear analysis of portfolio performance.
- Robust IFRS 17 conversion and implementation support for the Indian insurance entities.
- Integrated budgets, forecasts and multi-year earnings, capital, solvency and dividend projections.
- Stronger in-country actuarial capability and effective collaboration with Group specialist functions.
- Timely actuarial input into risk management, growth initiatives and strategic decisions.
- Commercially grounded actuarial input into growth initiatives, transactions and strategic decisions
Advantageous experience
- Experience in insurance markets, IFRS 17 implementation, ALM, risk-based capital or balance-sheet management.
- Exposure to general insurance, credit, asset management, transactions, product development or programming and analytics tools.
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Purpose of the Role
- This specialist role reports directly to the Operations Manager: Claims and is responsible for the assessment and administration of Funeral and underwritten claims in line with company policies, regulatory requirements, and service standards.
Key responsibilities include:
- Assess and adjudicate funeral and underwritten claims within agreed service levels
- Request and analyse supporting documentation and medical information where applicable
- Apply policy terms, conditions, and underwriting principles when making claim decisions
- Identify potential fraud indicators and escalate suspicious claims
- Communicate claim outcomes professionally to stakeholders
- Maintain accurate claims records and audit trails
- Collaborate with internal and external stakeholders to resolve complex claims
- Contribute to process improvement initiatives within the Claims
Minimum Requirements
Qualifications
- Grade 12/Matric
- Relevant qualification in Insurance, Business Management, Commerce, or a related field will be advantageous.
Experience
- Minimum of 2-3 years’ experience in claims assessment within the long term Insurance or Financial Services environment.
- Experience in assessing insurance claims and interpreting policy contracts.
- Exposure to regulatory and legislative requirements applicable to the insurance industry.
- Assessor certification/ Nursing or medical background experience
Knowledge
- Claims assessment methodologies and best practices.
- Long Term Insurance policy contract interpretation.
- Policy terms, benefits, exclusions, and conditions.
- Relevant insurance legislation and governance requirements.
- Fraud detection and risk management principles.
- Customer service principles and complaint resolution.
- Medical and health-related information applicable to claims assessment.
- Claims administration systems and associated processes.
Skills
- Strong analytical and investigative skills.
- Sound judgement and decision-making ability.
- Attention to detail and accuracy.
- Effective verbal and written communication skills.
- Problem-solving and conflict-resolution skills.
- Planning, organising and prioritising.
- Stakeholder management and relationship-building.
- Ability to manage confidential and sensitive information.
- Computer literacy and proficiency in relevant systems.
Personal attributes
- Client-centric mindset
- Integrity and professionalism
- Accountability and ownership
- Resilience and ability to perform under pressure
- High level of attention to detail
- Adaptability and willingness to learn
- Collaborative team player.
- Results driven.
- Strong ethical standards.
Overview of Role Responsibilities (Level 1-13)
Insurance Claims Administration- Level 4 - Process Expert
- Process assigned straightforward insurance claims, meeting defined customer service standards and ensuring that each claim is supported by valid documentation and supporting evidence. Authorize claims within delegated authority, and refer complex or unresolved issues to senior colleagues.
Insurance Claims Evaluation- Level 4 - Process Expert
- Interview and/or visit claimants to evaluate straightforward low-value claims. Determine the value of insured losses in line with the organization's claims policies and the contractual terms of the insurance policy, referring complex or disputed claims to senior colleagues for resolution.
Document Preparation- Level 4 - Process Expert
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
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.
Operational Risk Management- Level 4 - Process Expert
- Perform in-depth operational risk assessments and develop appropriate mitigation tactics for complex situations.
General Experience
- Minimum of 2-3 years’ experience in claims assessment within the long term Insurance or Financial Services environment.
- Experience in assessing insurance claims and interpreting policy contracts.
- Exposure to regulatory and legislative requirements applicable to the insurance industry.
- Assessor certification/ Nursing or medical background experience
- Sound experience and understanding of straightforward procedures or systems (Minimum 1 year)
Required Skills
Claims Management - Intermediate
- Works at an intermediate level to handle individual and portfolios of claims cost effectively, minimizing claims leakage, and meeting organizational and customer claims service standards. Typically works with guidance.
Claims Handling - Intermediate
- Works at an intermediate level to use and apply processes and procedures for processing claims by an intermediary. Typically works with guidance.
Claims Settlement - Intermediate
- Works at an intermediate level to agree quantum and settle claims, identifying any opportunities for recoveries and its application. Typically works with guidance.
Claims Notification and Investigation - Intermediate
- Works at an intermediate level to use and apply the claims notification process, and validate and investigate claims. 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.
Insurance Products and Services - Intermediate
- Works at an intermediate level to use and apply the full range of insurance products and services in the market. Typically works with guidance.
Managerial Experience
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Ensures Accountability
- Financial Acumen
- Optimises Work Processes
- Manages Complexity
- Communicates Effectively
- Decision Quality
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Purpose of the Role
- Supports the analysis of business needs and system issues by gathering requirements, documenting processes and assisting with the translation of business needs into technology solutions.
- If you are a talented Business Analyst you will join our dynamic team in Bellville, Cape Town. The position will give you exposure to the retirement, investment and group risk industry. You will report to the Platform Owner and work closely in assisting the team in meeting their objectives in terms of business continuity while driving innovation and client centricity
Overview of Role Responsibilities (Level 1-13)
Data Collection and Analysis- Level 5 - Application
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Analysis of "As Is" and "To Be"- Level 5 - Application
- Support and contribute to the documentation of "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Feasibility Studies- Level 5 - Application
- Contribute to and support feasibility studies from a technological and organizational perspective, and document findings.
Business Requirements Identification- Level 5 - Application
- Support collection of business requirements using a variety of methods, such as interviews, document analysis, and workflow analysis, to express requirements clearly and succinctly.
Business Case- Level 5 - Application
- Carry out feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.
Required Skills
Data Collection and Analysis - Fully Competent
- Works with full competence to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. Typically works without supervision and may provide technical guidance.
Perform Gap Analysis - Fully Competent
- Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance.
Requirements Creation and Verification - Fully Competent
- Works with full competence to create the rules for requirements and design quality, perform verification activities, and maintain quality control. Typically works without supervision and may provide technical guidance.
Analyze Current State/AS-IS State - Fully Competent
- Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance.
Requirements Elicitation and Facilitation - Fully Competent
- Works with full competence to lead facilitated sessions for requirements elicitation, focus groups, and user acceptance testing. Typically works without supervision and may provide technical guidance.
Business Requirements Analysis - Fully Competent
- Works with full competence to express user needs in terms of business requirements, identify current capability of the business to deliver, conduct build or buy analyses, and recommend preferred approach. Typically works without supervision and may provide technical guidance.
General Experience
- Engage with stakeholders to gather, define, and validate business and functional requirements
- Determine, map and document 'As-Is" processes and then define "To-Be" processes
- Engage with stakeholders to gather, define, and validate business and functional requirements
- Ensure that the business needs are defined and that the most appropriate solution is selected and implemented
- Works in an agile environment to determine and deliver epics, features and user stories
- Maintains the agile backlogs accordingly
- Defines business cases as required
- Defining and executes test cases and facilitates business acceptance testing
- Active member in delivery/agile sprint - Epic/Feature/user story articulation and delivery
Qualification and Experience
- Relevant tertiary qualification in IT
- Relevant Development Certifications: Agile and/or BA Certifications
- 3-5 years hands-on business analysis experience
- Insurance industry experience required (preferably within an Employee Benefits environment)
- 2 years’ experience working in an agile environment
- A general understanding of cloud architecture and implementation principles would be advantageous
- Experience in the insurance industry, specifically Employee Benefits would be highly advantageous
- Strong problem-solving skills and the ability to troubleshoot complex issues
- A general understanding of cloud architecture and implementation principles (advantageous)
- Excellent communication and collaboration skills
- MS Office (Word, Excel, PowerPoint, Visio)
- Experience in Sql advantageous)
- Jira, Miro & Confluence (advantageous)
Knowledge and Skills
- Working knowledge of agile methodology, techniques, and frameworks
- Exceptional analytical, conceptual, and problem-solving abilities
- Integration/API understanding – the ability to understand how systems exchange data and follow integration issues.
- AI and Automation Awareness – the ability to identify opportunities where AI or automation could improve processes, reduce manual work or address recurring issues.
- Highly self-motivated to deliver both independently and with strong team collaboration
- Strong written and oral communication along with presentation and interpersonal skills
- Ability to identify and assess opportunities for workflow automation, intelligent automation and AI-assisted processes.
- Testing, implementation, and support of solutions
- Familiarity with writing SQL queries to extract, analyze, and validate data is essential
- Strong analytical and critical thinking
- Effective communication and stakeholder engagement
- Adaptability in dynamic environments
- Proactive, collaborative, and accountable
Required Behavioural Competencies
- Manages Complexity
- Optimises Work Processes
- Ensures Accountability
- Plans and Aligns
- Action Oriented
- Business Insight
Closing Date is 2nd November 2026
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Purpose of the Role
- Distribution of Corporate Employee Benefits and Integration into the broader Sanlam Group.
- Have existing broker relations and contribute to the growth of the broker client base. Be prepared to go out and fetch new business opportunities.
- A growth mindset on new business and being a team player on working with various teams in creating solutions for clients needs.
- To drive large-scale customer and client experience improvement by integrating complaint insights, service performance data, and risk considerations into service standards, retention frameworks, and operating model enhancements.
- Ensures client satisfaction throughout the collections cycle and supports the Ombudsman by communicating with clients regarding escalated complaints, providing service performance updates, and helping maintain positive client relationships during dispute resolution processes.
Overview of Role Responsibilities (Level 1-13)
Customer Service- Level 7 - Optimisation
Resolving Customer Issues- Level 7 - Optimisation
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Craft and cascade messaging and next steps for the most commonly raised customer issues. Ensures client satisfaction throughout the collections cycle and supports he Ombudsman by communicating with clients regarding escalated complaints, providing service performance updates, and helping maintain positive client relationships during dispute resolution processes.
Customer Relationship Management (CRM) Data- Level 7 - Optimisation
- Oversee the implementation and maintenance of the CRM system within the area of responsibility, identifying and communicating opportunities for system improvement that may enhance the management of customer relationships.
- Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned and new accounts with Financial Service Providers (Brokers).
- Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones.
- Establishes and/or develop relationships with firms to secure a preferred or a select sponsor position with that firm.
- Have / maintain relationships with key individuals in Sanlam Corporate that will assist in the sales process.
Product/Service Information- Level 7 - Optimisation
- Speak to advanced features of the product/service that are expected to be delivered later; respond to complex customer questions around the future of the product/service and what the customer can expect.
- Develops and implements annual business plan to promote and maintain business.
- Have / maintain an in-depth knowledge of products / product houses within Sanlam Corporate and develop / maintain a thorough understanding of products / services within the Sanlam Group.
- Have / maintain an in-depth knowledge of competitors in the market.
- Have / maintain a thorough understanding of applicable legislation affecting Sanlam Corporate products and services.
Customer Relationship Management / Account Management- Level 7 - Optimisation
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
- Communication and client relations is key.
- Responds to inquiries and resolves problems of a complex nature.
- Have the ability to manage sales targets and achieve those targets over a reasonable period.
- Develop interpersonal relationships within Client Solutions to ensure sound team dynamics.
Required Skills
Builds Customer Loyalty - Advanced
- Works at an advanced level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works independently and provides guidance.
Masters Service Conversations - Advanced
- Works at an advanced level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works independently and provides guidance.
Strengthens Customer Connections - Advanced
- Works at an advanced level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works independently and provides guidance.
Navigates Customer Challenges - Advanced
- Works at an advanced level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works independently and provides guidance.
Customer Service Delivery - Advanced
- Works at an advanced level to deliver required services to customers to the required standards. Typically works independently and provides guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Minimum of 5 years relevant experience in the Employee Benefits industry and previous or existing sales/client relations role.
- Client and stakeholder relations
Managerial Experience
Education
Required Behavioural Competencies
- Builds Networks
- Communicates Effectively
- Customer Focus
- Manages Complexity
- Ensures Accountability
- Interpersonal Savvy
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Purpose of the Role
- This role will report to the Business Manager.
- Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
- This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
Overview of Role Responsibilities
Output/Core Tasks:
- Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What’s in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
Required Skills
Builds Rapport - Intermediate
- Works at an intermediate level to quickly and effectively establish trust with the brokers. Typically works with guidance.
Closes Effectively - Intermediate
- Works at an intermediate level to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works with guidance.
Initiates Compelling Sales Conversations - Intermediate
- Works at an intermediate level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the broker. Typically works with guidance.
Verbal Communication - Intermediate
- Works at an intermediate level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works with guidance.
Intermediaries Process - Intermediate
- Works at an intermediate level to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works with guidance.
Maintains the Relationship - Intermediate
- Works at an intermediate level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works with guidance.
General Experience
Qualification/s and Experience:
- Preferably completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
- At least three years Broker Consultant experience and currently in a Broker Consultant role
- Strong focus in Investments and Business Assurance
Knowledge and Skills:
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
- Willingness to travel
- Must have a valid driver’s licence and reliable motor vehicle
Managerial Experience
Required Behavioural Competencies
- Plans and Aligns
- Ensures Accountability
- Communicates Effectively
- Manages Complexity
- Customer Focus
- Interpersonal Savvy
The closing date for applications is 03 November 2026.
Method of Application
Use the link(s) below to apply on company website.
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