Current Vacancies at Sanlam Group

What will you do?

• This is a specialist position that reports directly to Operations Manager: Claims.  The role is accountable for undertaking investigations to verify the validity of claims.   Additionally, the execution of a compliant and effective claims administration function (either Life or Funeral, or both in some cases).  

Key responsibilities include:

• Undertake claims investigations with external parties
• Build external partner relationships
• Assess and execute Life claims
• Assess and execute Funeral claims

What will make you successful in this role?

Qualification & experience 

• Grade 12 or preferably business or commerce degree/diploma
• 3 years’ experience as a claims assessor with specific focus in forensics investigation with external parties.
• Experience in financial distribution services, preferably re-assurance
• Assessor certification 
• Successful candidate must be willing to travel

Knowledge and skills 
IT:

• MS: Office (Excel, Word, PP, Outlook)
• MIS
• Thought Express

Business:

• Financial services industry knowledge 
• MiWayLife business and operating model 
• Financial services product knowledge (MiWayLife)
• Relevant regulatory legislation and compliance knowledge (POPI etc)
• Policy contracts governances, clauses, cover
• Claims and assessor principles, processes and governances 
• Underwriting processes and guiding principles (basic) 
• Medical/health assessment indicators and metrics
• Legal investigative processes (including affidavits)
• Criminal/SAPS procedures (processing cases)
• Call centre and sales processes
• Client complaints processes

Personal attributes

• Tenacity and determination
• Good communicator/confident/assertive
• Analytical and detail minded
• Curious and investigating orientation
• Sound ethics
• Client orientated 
• Financial acumen
• Problem solver
• Able to build relationships/partnerships
• Planning and organising orientation 
• Quality orientation

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What will you do?

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added service

What will make you successful in this role?

Sales Delivery:

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch Client Service and Client Retention:

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager

Qualification:

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment

Knowledge and Skills

• Broker Support
• Administration and processing of new and existing business
• Business Building
• Partnership Building
• Coach and develop others

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What will you do?

• The Institutional Relationship Specialist will be responsible for a holistic client experience throughout the institutional client investment journey within SCI business. The primary focus will be to provide exceptional support and guidance to key stakeholders on the client investment journey including the end-to-end new onboarding process, ensuring a smooth and efficient experience as well as manage ongoing support on complex queries in order to maintain high client satisfaction and drive competitive advantage.

What will you do?

Key Responsibilities

• Maintain stakeholder and client portfolio relationships.
• Understanding of the control environment to ensure regulatory compliance, which could include one or more
• functions.
• Reporting, analyze trends and provide insights on quality metric and statistics.
• Build strong relationships with internal and external stakeholders, be part of project initiatives.
• Responsible to providing personalized relationship management to the Institutional clients. Ensuring a holistic
• smooth service experience on different entity types according to the SCI service standards aligned to
• organisational values.
• Provide a holistic client experience value proposition throughout the institutional client investment journey
• Develop strong and lasting relationships with institutional clients across institutional entities and solution
• complex client queries.
• Report on CRM system inefficiencies to the Premier Manager to streamline our processes.
• Manage the FIC review process for non-complaint entities and communicate timeously on FICA documents
• submission.
• Identify and reporting on the onboarding operational inefficiencies /trends and raise with FNZ.
• Assist in drafting and review of client service agreements.
• Monitor and report non-compliance to mitigate business risk. Engage with our administrator /FNZ to facilitate
• processing gaps.
• Drive and implement ad hoc projects on initiatives to enhance business operational requirements.
• Relationship management with our functional areas i.e. Operations, GRC, Fund administration, Technology,
• Sales, KAM’s & Product Management.

Essential Knowledge Requirements

• Very knowledgeable on all aspects of the products which include discretionary, offshore and retirements
• products, processes, and systems.
• Have industry knowledge of client servicing as well as investment instruction management experience.
• Knowledgeable of collective investment/unit trust industry products, establish and maintain sound working
• relationships with internal and external stakeholders, organised and self-disciplined.
• Must have comprehensive knowledge in risk management, FIC KYC methodology on the onboarding process of
• institutional complex structures.
• Able to cope with shifting priorities in adhering with business processes.

Qualifications and Experience

• Degree or Diploma with 3 to 5 years with 3- 5 years of experience within financial services industry in client.
• support, customer service, investments, or a related role.
• Experience and knowledge of Microsoft Excel.