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...
What will you do?
Key Responsibilities:
With logical thinking and excellent numerical, provide support to the Financial Manager in the execution of his/her responsibilities, including:
- Verifies and allocates details of business transactions to accounts
- Receiving of invoices from suppliers, checking reasonability and processing
- Calculates and processing of invoices for fee income
- Ensures collection of income
- Completing reconciliations
- Reviews completeness and accuracy of financial record keeping
- Managing of expenses against budgets and report back to management (IT / Marketing / cellphone / training)
- Compiles reports to management
- Resolving payment and invoicing queries
- Completing rebate calculations
- Assisting with month-end procedures, including provisions and reporting
- Assisting internal and external auditors with their requests
- Assisting with annual budget processes
- Follow up on outstanding receivables / payables
- Check and authorize broker payments
- Ad hoc requests
- Completion and submission of asset and flows report (portfolio list)
- Manager fee expense reasonability checks and payments, and liasing with managers to resolve differences.
What will make you successful in this role?
Minimum experience and qualifications:
- Accounting degree
- 3 – 5 years’ in a similar role in the financial services industry
Core Competencies
- Cultivates Innovation – Creating new and better ways for the organisation to be successful
- Client focus – building strong client relationships and delivering client centric solutions
- Drives results – consistently seizing opportunities and achieving results even under tough circumstances
- Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
- Being Resilient – rebounding from setbacks and adversity when facing difficult situations
Behavioural Competencies
- Business Insight – applying knowledge of business and the marketplace to advance the organizations goals
- Action Orientated – Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
- Manages Ambiguity – Operating effectively even when things are not certain or the way forward is not clear
- Communicates Effectively – developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
Technical Skills
- Strong attention to detail
- Proactive attitude
Technical Competencies & Skills
- Proficient in accounting
- Proficiency in Microsoft Office (advanced Excel skills is essential)
- EssBase experience will be advantageous
- IDU experience will be advantageous
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What will you do?
- The Finance Assistant role will be responsible for administrative support to the Finance Services team. The activities of this role will contribute to an effective work environment for the team to operate in. The role will also be responsible for some financial controls and act as an aid to the Accounts Payable and other teams within Finance Services in peak periods.
What will make you successful in this role?
The key performance areas of this role include the following:
Office administration
- Diary management for senior managers
- Schedule regular Finance Systems forums with various stakeholders
- Arranging workstations for team changes and new appointments
- Ensuring the necessary office facilities (e.g. stationary, printer , copier) for the team is maintained and available.
- Coordinating team and other office events.
- Act as Health & Safety Representative
Financial Controls and Payments
- Ensuring that payments are being made on time using SAP S/4HANA.
- Support to the Accounts Payable team in peak periods.
- Monitoring select lines on the cost centre budget.
- Assist with creating Master Data requests.
Reporting and presentations
- Managing requests submitted to the team’s shared mailbox.
- Assist in preparing quarterly reports to cluster forums.
- Assist with follow up of FinSys JIRA requests.
- Preparation of monthly presentations to Finance Systems forums.
- Assist senior manager with presentations in forums, including taking minutes and notes.
Qualification and Experience
- Grade 12 with Accountancy as subject.
- A Diploma in Commerce, Accounting or Finance or relevant field from a recognised institution will be advantageous.
- 2 years in an administrative role with a financial services institution.
- Experience in working in a Finance team will be advantageous.
- Competent in using MS Excel, Word and Powerpoint.
- Confident user of SAP S/4HANA Finance.
- Able user of SRS system and JIRA will be advantageous.
- Exposure to any other systems used within Sanlam will be to your benefit.
Knowledge and Skills
- Reservation Management
- Secretarial Support
- Administration
- Manages various Stakeholder queries and support
Behavioral Competencies
- Work independently
- Must have the ability to communicate effectively
- Have high ethical standards
Core Competencies
- Cultivates innovation - Contributing dependently
- Customer focus - Contributing dependently
- Drives results - Contributing dependently
- Collaborates - Contributing dependently
- Being resilient - Contributing dependently
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What will you do?
- Policy Retentions
- Administration(administering of requests from advisors/clients)
Lead Generation
- Conduct on-going market research (cold-calling, use of third parties, existing clients) for the development and establishment of the Company X Leads database.
- Generate sales leads by updating and informing customers and clients of our product offering. Ensure the creation of a pipeline of qualified leads for the organisation
- Monitor, manage and track leads
- Provide monthly reports on the leads conversion rates and funnel status
- Report and Measure reliable indicators for to justify continued investment by the company
- Actively promote Company X’s suite of solutions, products and services to network of prospects and partners
- Maintain in-depth knowledge of industry trends and the competitors
Multi-channel lead management
- Develop multi-channel programmes to reach prospects, based on the client information, research and preference.
- Ensure the diversity of multi-channels (web, sms, brochures, email, social networking, telemarketing, events, showcases and direct mail)
- Monitor and evaluate the effectiveness of the programmes
- Diligently and creatively differentiate Company X’s value proposition with prospects
Inbound services
- Ensure all inbound prospect enquiries from Company X Website, Referrals, branches, and telephone calls are dealt with effectively by team.
- Ensure that all live transfer leads and organic leads which have a high conversion rate are promptly attended to.
Database management
- Source, design or develop an appropriate database for the management of leads
- Create guidelines and criteria for the segmentation and profiling of clients aligned to the Company X Strategy.
- Timely refer “hot leads” to correct channels in the organisation
- Provide monthly reports as required
- Ensure current and accurate information on all databases.
- Conduct Database audits
What will make you successful in this role?
Qualifications and Skills
- Matric
- RE5
- Business Insight
- Customer Relationship Management
- Computer Literacy
- Planning & organising
- Time management
- Influencing and Negotiation
- Problem solving
- Decision-making
- Communication skills
- Report Writing
- Presentation
- High level accuracy and detail orientation
- Networking
- Conflict Management
- Process and systems competence
- Data mining and analysis
- Organizational Awareness
Experience & Knowledge
- At least 2 years’ experience in insurance client service or sales
- Proven Telesales experience (minimum of 6 months)
- 1 year cold calling experience is required.
- Computer literacy in Outlook , MS Word and Excel is essential.
- Life Insurance Product knowledge
- Knowledge of PPR Legislation(advantageous)
- Legal requirements of the insurance industry
- All insurance products and services offered by the company
Personal Attributes
- Analysing and Problem Solving
- Confident and well spoken.
- Written Communication
- Adapting and responding to change
- Ability to work in a high-pressure environment.
- Coping with setbacks
- Teamwork
- Client Service & Sales Orientation
- Proactivity
- Accuracy
- Driving Results
- Ability to influence client decision – strong negotiation skills.
- Great business acumen
- Adhering to principles and values
- High energy and discipline
- Multi-lingual
- High energy and discipline
Personal Attributes
- Plans and aligns - Contributing dependently
- Communicates effectively - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
Core Competencies
- Being resilient - Contributing dependently
- Customer focus - Contributing dependently
- Collaborates - Contributing dependently
- Cultivates innovation - Contributing dependently
- Drives results - Contributing dependently
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What will you do?
- Provide service/accurate processing/administering of requests from advisors/clients on the following:
- New Business on boarding
- Policy Administration
- Reviews and updates insurance policies for clients to ensure accuracy
- Reviewing policy information and cancellation documents received from financial organisations
- Provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework
- Update and inform customers and client public of our new products.
- Writing letters to financial organisations
- Sales Leads generation , leads qualification & sales
- Providing effective support to intermediaries and clients
- Provide accurate feedback to clients and intermediary
- Policy Retentions
What will make you successful in this role?
Qualifications
- Matric
- RE5 Qualification
- Degree/Diploma in Business Admin is an Advantage
Experience & Knowledge:
- At least 2 years insurance administration and client service experience
- At least 12 months industry experience within sales or marketing
- Computer literacy in MS Word and Excel is essential.
- Life Insurance Product knowledge
- Knowledge of PPR Legislation(advantageous)
- Experience in the Insurance industry an advantage
Competencies
- Analysing and Problem Solving
- Written Communication
- Adapting and responding to change
- Coping with pressure and setbacks
- Teamwork
- Client Service & Sales Orientation
- Proactivity
- Accuracy
- Driving Results
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
Personal Attributes
- Plans and aligns - Contributing dependently
- Communicates effectively - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
Core Competencies
- Being resilient - Contributing dependently
- Customer focus - Contributing dependently
- Collaborates - Contributing dependently
- Cultivates innovation - Contributing dependently
- Drives results - Contributing dependently
go to method of application »
What will you do?
- This role takes responsibility for the day-to-day management of a team of Life Sales Consultants in the Contact Centre. It is a first line management role that controls, manages and motivates the team of sales consultants including the monitoring and attainment of sales targets, staff productivity, quality and compliance adherence, staff development, training and coaching and general staff performance management and administration.
What will make you successful in this role?
- Agreed set goals with team members covering performance, quality and development areas
- Apply effective motivational techniques
- Manage incentive budgets
- Focus on career and skills development of team members
- Resolve people-related problems e.g. conflict of interest, absenteeism and disciplinary matters
- Vesting and training of new Consultants in the contact centre
- Briefing and readiness to deliver on projects and campaigns
- Drive the achievement of project and campaign targets
- Escalate call resolution and provision of project and campaign related answers
- Manage liaison with project and campaign management team
- Manage and maintain focused and highly motivated team members
- Coach and develop team into a high-performance culture
- Manage staffing needs, productivity and quality
- Monitor contribution to target (CTT) figures
- Adherence to legislation
- Manage capacity
- Manage Complaints
- Manage application of call structure guidelines
Qualification & experience
- Matric (or equivalent qualification)
- Minimum of 3 years team management experience in a sales environment
- Minimum of at least 2 years experience in a call centre environment (Outbound)
- Financial Services experience (Long-term insurance and within a sales oriented environment)
- Sales experience
- Practical experience of IR processes is critical to the role
Knowledge and skills
- Vast knowledge of first line management practices
- Knowledge of contact centre systems and processes
- Business Processes and Rules
- Principles of teamwork e.g. stress management, team and individual motivation, best practices knowledge.
- Performance management knowledge - individual and group
- Dimensions of Management
- IR
Core competencies
- Being resilient - Stage 2
- Collaborates - Stage 2
- Cultivates innovation - Stage 2
- Customer focus - Stage 2
- Drives results - Stage 2
Personal Attributes
- Plans and aligns - Stage 2
- Interpersonal savvy - Stage 2
- Communicates effectively - Stage 2
- Optimises work processes - Stage 2
go to method of application »
What will you do?
- This role takes responsibility for the day-to-day management of a team of Short-term Insurance Sales Consultants in the Contact Centre. It is a first line management role that controls, manages and motivates the team of Sales Consultants including the monitoring and attainment of sales targets, staff productivity, quality and compliance adherence, staff development, training and coaching and general staff performance management and administration.
What will make you successful in this role?
- Agreed set goals with team members covering performance, quality and development areas
- Apply effective motivational techniques
- Manage incentive budgets
- Focus on career and skills development of team members
- Resolve people-related problems e.g. conflict of interest, absenteeism and disciplinary matters
- Vesting and training of new Consultants in the contact centre
- Briefing and readiness to deliver on projects and campaigns
- Drive the achievement of project and campaign targets
- Escalate call resolution and provision of project and campaign related answers
- Manage liaison with project and campaign management team
- Manage and maintain focused and highly motivated team members
- Coach and develop team into a high-performance culture
- Manage staffing needs, productivity and quality
- Monitor contribution to target (CTT) figures
- Adherence to legislation
- Manage capacity
- Manage Complaints
- Manage application of call structure guidelines
Qualification & experience
- Matric (or equivalent qualification)
- A relevant tertiary qualification will be an advantage
- Minimum of 5 years team management experience and product knowledge in short-term insurance
- Minimum of at least 2 years experience in a call centre environment (Outbound)
- Previous experience of quality and business processes
- Previous sales experience with a proven track record of achieving target
- Practical experience of IR processes is critical to the role
Knowledge and skills
- Vast knowledge of first line management practices
- Knowledge of contact centre systems and processes
- Business Processes and Rules
- Principles of teamwork e.g. stress management, team and individual motivation, best practices knowledge.
- Performance management knowledge - individual and group
- Dimensions of Management
- IR
Core competencies
- Being resilient - Stage 2
- Collaborates - Stage 2
- Cultivates innovation - Stage 2
- Customer focus - Stage 2
- Drives results - Stage 2
Personal Attributes
- Plans and aligns - Stage 2
- Interpersonal savvy - Stage 2
- Communicates effectively - Stage 2
- Optimises work processes - Stage 2
Method of Application
Use the link(s) below to apply on company website.
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