Implementation Specialist: BAU at Sanlam

The Company
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.

The Role
Under limited supervision provides administrative support to a department or a group of professionals. Performs complex and specialised tasks. Understands the impact of statutory/legal obligations and government legal requirements where required as part of the job function. Implication of the decisions and consequence are taken into account when performing administrative tasks. Collects, compiles and analyses complex data and information. Has the ability to exercise independent judgement and reasoning.

What will make you successful in this role?
The Implementation Of The Following Installations

• Freestanding and Umbrella Provident or Pension fund business
• Living Annuity funds
• Pen Provident or Pension funds (migrations)
• Participating Employers or member groups on existing Freestanding and Umbrella Funds

The implementation of any maintenance performed on our member administration system. Examples of such changes are:

• cost revisions
• rule amendments
• life Stages
• portfolio changes
• ad-hoc changes
• The ability to analyse and access supporting documentation used in the implementation setup processes and to identify any development or improvement areas.
• The understanding of all operational and implementation functions on our member administration system. Examples includes:
• monthly contribution process
• general ledger reconciliations
• different exit types
• switches
• life stages
• medical underwriting

The understanding and of all additional tools such as Straight-through processing which is used to perform operational functions. Examples are:

• Step
• Jump
• The identification of system malfunctioning, liaising with support departments and successfully resolve the problem
• Providing technical support to any specialist
• The performing of calculations which are required in any of the setup processes. The complexity level ranges from simple to medium.
• The performing of any setup as and when needed from time to time
• The testing of new setup related functionality which are developed
• The management of service level agreements of tasks which were allocated and the responsibility to keep all stakeholders informed as required.
• The recording of all tasks received on our monthly reporting tool.
• Validate that the monthly reporting tool has been updated as and when tasks are completed and checked.

Qualification & Experience

• Matric/Grade 12
• 3 years in-depth experience on the MIPEB administration system OR
• 3 years of experience in an implementation team which performs similar functions to this team.

Technical Competencies
Knowledge and Skills

• Broad financial services industry knowledge
• In-depth experience in the Employee Benefits department and experience in Retirement Fund Industry
• Knowledge of legislation applicable to Retirement Fund Industry
• Excellent understanding of IT systems
• Proficiency in MS Office (Word, Excel)

Behavioral Competencies

• Analytically and conceptually strong( fund rules)
• Strong attention to detail and proactive attitude
• The ability to identify risk areas in the existing processes
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Results-focused and displays energy when performing tasks
• Time management skills
• Ability to work independently
• The ability to identify problems and to independently resolve it
• Ability to work very accurate
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills