Fresh Jobs at Sanlam

Purpose of the role

Market Sanlam Individual Life’s Underwriting philosophy to Intermediaries. iaise with Brokers w.r.t. large cases submitted by them.

What you will do:

• Management of a defined portfolio / area.
• Underwriting of high level and complicated cases.
• Underwriting of occupational and part-time activities.
• Regular visits to regional Sales offices.
• Relationship building with Sales Management teams.
• Presentation and facilitation of relevant Underwriting issues.
• Networking and interaction with other industry players in the market.
• Liaise with Brokers in respect of large cases and other queries.
• Assist in pre-underwriting.
• Conduct and undertake complex case reviews as and when required.
• Provide coaching and mentoring where required.
• Give feedback on referred cases during regional visits.

Qualification

• Grade 12 with Biology / Life science; Mathematics and/or Accountancy as subject.
• Any tertiary financial qualification is a recommendation.
   

Experience

• ±3 years relevant Liaison / Marketing Underwriting experience
• Underwriting experience of at least 5 years
   

Knowledge And Skills

• Underwriting processes
• Application of underwriting- and re-insurance policy
• Good understand of medical terminology (anatomy and physiology)
• Knowledge of origin and prognosis of medical conditions
• Computer literate and use of relevant Underwriting software/programs
• In-depth knowledge and understanding of Financial Statements and Questionnaires
• Knowledge of financial underwriting and business insurance
   

Personal qualities

• Communication / Presentation skills (fully bilingual: English & Afrikaans)
• Analytical / Critical Thinking
• Treating Customers Fairly
• Decision Making
• Negotiations
• Relationship building / Influencing / Gaining commitment
• Team success

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What you will do

• Support implementation of relevant SFP initiatives within the brokers practice
• Promote and support implementation of SFP technology programmes
• Promotes and support implementation of SFP planning and advice tools
• Promote and support implementation of SFP compliance administration
• Facilitate business partnership between SFP and broker
• Identify profitable opportunities in the brokers practice for growth
• Plan, implement, coordinate and report back on the national leads initiative
• Support SFP management with regards to practices within region
• Feedback and sharing of SFP related information with brokers
• Building relationships and being a soundboard for participating brokers so as to:
• Identify area of optimizing/improvement
• Identify opportunities to grow
• Implementation of SFP initiatives and interventions that apply to respective broker practices
• Coordination of events

Qualification & experience

• Matric/Grade 12
• Commercial/Financial or business related diploma/degree advantageous
• RFP3 or equivalent (i.e.: 120 credits) advantageous
• Extensive Financial Services (Insurance) experience in a marketing/sales environment
• Operational management/leadership of a team/unit advantageous

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Plans and aligns
• Communicates effectively
• Action oriented
• Optimizes work processes

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What will make you successful in this role:

Provide secretarial support to the Business Manager and in terms of the following:

• Office and diary management
• Mail and information management
• Travel arrangements
• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
• Preparation of documents and the distribution thereof for the above
• Minute taking
• Consolidate and provide relevant reports
• Support team members with all secretarial duties
• Assist with adhoc requests
• E2 Financial payments & order supplies

Qualification & Experience

• Matric
• Secretarial Qualification/Diploma
• A minimum of two years Secretarial/Personal assistant experience.
• Previous experience in a Sales environment will be an advantage.
• E2 Financials and Service Request system (SRS)
• Amex Travel system
   

Personal Qualities

• Cultivates Innovation
• Client Centricity
• Drive Results
• Collaborates
• Flexibility and adaptability
• Communicates Effectively
• Plans and Aligns
• Decision-making
• Optimizes Work Processes
   

Qualification And Experience

• Grade 12 and Diploma/Certificate with 2 to 4 years related experience.