Fresh Jobs at Santam Insurance

JOB DESCRIPTION

• The incumbent will be part of a group of Microsoft Dynamics 365 and Power platform consultants who will ensure that the systems within the Santam’s Business process management CRM capability are designed, developed, maintained and enhanced efficiently and effectively.
• The consultant will work closely with clients to understand business requirements and translate them into effective CRM solutions that drive customer satisfaction and operational efficiency.
• The incumbent is further tasked with the maintenance of these systems blueprint that is usable and consistent with Santam’s Enterprise Application Architecture and future technology direction.

PRINCIPLE ACCOUNTABILITIES

Solution Design & Implementation

• Analyse client business processes and requirements.
• Design and configure Dynamics 365 solutions that use the Customer Service, Field Service, Sales and Marketing modules in line with Microsoft Dynamics and general IT best practices.
• Produce detailed solution documentation and ensure integration with all Santam systems.
• Ensure solutions are presented to and approved by the relevant Santam, Sanlam and Dynamics 365 design forums.
• Customise entities, workflows, business rules and forms.

Client Engagement & Advisory

• Conduct workshops and discovery sessions with stakeholders.
• Provide strategic guidance on CRM best practices and digital transformation.
• Act as a trusted advisor to clients throughout the lifecycle of the project.
• Cultivate and manage objective working relationships with a variety of stakeholders.

Project Delivery

• Participate in full project lifecycles: project planning, requirements gathering, design, development, testing, deployment and support.
• Collaborate with developers, testers and project managers to ensure successful delivery.
• Ensure solutions are scalable, secure and aligned with Microsoft standards.
• Monitor and track progress to ensure delivery of all planned commitments and keep the stakeholders informed
• Consult in the provision of cost estimates
• Identification of potential risks / issues and give input into the risk plan

Training & Documentation

• Review and provide insight in the creation user manuals, training materials and conduct end-user training sessions.
• Provide post-implementation support and troubleshooting.

Continuous Improvement

• Stay current with Microsoft Dynamics 365 updates and roadmap.
• Recommend enhancements and new features to improve client systems.

Housekeeping

• Facilitate effective knowledge transfer to all team members.
• Department standards and processes are adhered to.
• Mentor and guidance of junior resources.

QUALIFICATIONS AND EXPERIENCE

• Diploma or Bachelor’s degree in Information Systems, Computer Science or related field.
• Microsoft certifications MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant required.
• Microsoft certifications MB-280 Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate advantageous
• 4 to 6 years of experience in Dynamics 365 CRM consulting and implementation.

CORE COMPETENCIES AND SKILLS

Technical Skills:

• Strong knowledge of out of box Microsoft Dynamics 365 Customer Service, Field Service, Sales and Marketing modules.
• Experience with Power Platform including Power Apps, Power Automate, Power BI (preferred) and Atlassian JIRA suite (advantageous).
• Familiarity with Co-Pilot Dataverse, Azure Logic Apps and custom connectors.
• Understanding of integration tools (e.g., KingswaySoft, Azure Integration).
• Basic knowledge of JavaScript, C#, AI tools, Plugins Customer Insights and Customer Voice is advantageous.

Consulting & Business Skills:

• Strong business analysis and requirements gathering skills.
• Ability to translate business needs into technical solutions.
• Experience in stakeholder management and client communication.
• Knowledge of ITIL, Agile, or Waterfall methodologies.

Soft Skills:

• Excellent problem-solving, analytical, innovative and forward thinking.
• Strong verbal and written communication skills.
• High level of adaptability and team collaboration.
• Ability to work independently or in a team and manage multiple priorities.

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What will you do?

• To underwrite new and renewal Mid Corporate Property business within Santam Corporate Property, ensuring sustainable profitability through sound underwriting practices, technical risk assessment.
• The role requires strong engagement with brokers and internal stakeholders to optimize risk selection, pricing, and portfolio quality, while ensuring compliance with underwriting mandates and regulatory requirements.

What will make you successful in this role?

Key Responsibilities:

Underwriting & Risk Management

• Evaluate, price, and underwrite new and renewal mid corporate property risks within mandated authority.
• Conduct detailed risk analysis, incorporating loss history, exposure assessments, and risk engineering insights.
• Prepare and present underwriting submissions, including high-quality written and verbal presentations to management, brokers, and business partners.
• Ensure accurate and timely issuance of policy documentation aligned to underwriting decisions.
• Maintain underwriting discipline through adherence to Santam Corporate Property underwriting guidelines and peer review processes.
• Monitor portfolio performance, ensuring alignment to profitability, growth, and risk appetite objectives.
• Provide technical underwriting input into claims discussions and risk mitigation strategies.
• Contribute to technical discussions and negotiation of policy wordings, ensuring clarity and alignment with risk appetite.

Perform technical reviews including:

• Risk profiles
• Claims history analyses
• Rating reviews
• Renewal checklists
• Identify underwriting trends and emerging risks to inform pricing, coverage, and portfolio strategy.
• Ensure compliance with regulatory requirements, binder agreements, and delegated mandates.

Stakeholder & Broker Engagement

• Build and maintain strong relationships with brokers and clients.
• Participate in broker visits, marketing initiatives, and industry engagements to support business development.

Collaborate closely with:

• Risk Engineering (internal and external)
• Claims teams
• Risk Administration
• Support effective communication across stakeholders to ensure seamless underwriting and placement processes.

Qualifications & Experience

• Minimum 5–7 years’ experience within the mid corporate property market
• Demonstrated experience engaging with:
• Corporate brokers
• Matric (Grade 12) – essential
• Degree in Business, Insurance, or related field – advantageous
• IISA qualification or equivalent professional certification
• RE (Regulatory Examination) qualification – completed

Competencies & Skills

• Underwriting expertise in mid corporate property risks
• Understanding of policy wordings and technical risk structures
• Analytical Thinking
• Problem Solving & Risk Judgement
• Systems & Interdependency Thinking
• Technical Advisory & Stakeholder Engagement
• Professional Report Writing
• Collaboration & Relationship Management
• Attention to Detail
• Professional Credibility & Integrity
• Accountability
• Resilience & Adaptability
• Client & Business Focus