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  • Posted: Feb 26, 2020
    Deadline: Mar 6, 2020
  • Note: Never pay any money to any recruiter for any purpose (certificates, medical testing, interview, work kit or any other thing).
    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 skilful ...
    Read more about this company

    Liaison / Marketing Underwriter

    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.


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


    • ±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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    Business Administration Consultant: SFP (Pretoria)

    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

    go to method of application »

    Personal Assistant

    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.

    Method of Application

    Learn how to get a job in any industry you want. Read 72 Hours to The Job You Love

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