Job Opportunities at Sanlam

Job description

Position Details

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Position Description Key Responsibilities

• Providing administrative support to Estate Administrators.
• Reporting of new estates to relevant parties.
• Preparation of Liquidation & Distribution account.
• Drafting of elementary Liquidation & Distribution accounts.
• Transfer of movable assets e.g. shares, firearms and vehicles.
• Reconciliation of bank accounts.
• Drafting of elementary cash statements.
• Preparation of final tax return.
• General typing and filing duties.

Minimum Requirements

Qualification:

Grade 12

Experiece:

At least one year Estate Administration experience in a similar role.

Knowledge:

Basic knowledge of financial concepts and principles

Competencies

• Good communication skills in English and Afrikaans
• Administration orientation
• Problem solving
• Information gathering
• Concern for accuracy
• Managing work
• Diary management
• Team success
• Results driven
• Building customer loyalty

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Job description

Position Details

Position Description

This position will be incorporated in the existing underwriter team structure and career path in which the next level will be any

of the specialist positions on post grade 11.

Key Responsibilities

• Underwriting (50%)
• Underwrite all aspects of Risk applications (e.g. medical, occupational, part-time activities, financial information, etc.)
• Underwrite sub-standard cases.
• Underwrite Business Insurance (Buy and Sell, Key Person etc.)
• Request medical and financial requirements and/or limit requirements.
• Placement of cases according to Reassurance treaty and related guidelines.
• Negotiate with Re-Assurers for more competitive rates
• Correspond with medical doctors and re-assess underwritten cases
• Telephonic client service
• Handle and resolve complaints from clients with regards to underwriting and rates allocated
• Quality assurance of work done by peers. Assess and report on competency and/or underwriting ability
• Mentoring and Coaching of other Underwriters (includes reviewing of work).
• Automated Underwriting rules writer (40%)
• Configuration of Underwriting rules from needs expressed by Product Development requirement to an Automated Underwriter system and Sanlam’s Medical Underwriting Manual (MUM).
• Updating of MUM
• Custodian of consistency between MUM and the automated underwriting engine.
• Create test cases / test packs.
• Implement rules into the Automated Underwriter system.
• Assist with testing / functional checks before releases are signed off and implemented.
• Identify potential risks / issues and make suggestions to mitigate risks.
• Resolve queries from users.
• Process analyst: (10%)
• Work under the guidance of the Chief Underwriter: Distribution Support & New Products with SIL Business Change Business Analysts and IT personnel for development of a cost efficient and quality supportive underwriting system.
• Continuous improvement of current system and business processes.

Note : Must work compulsory overtime (±19 hours per month).

Minimum Requirements

Qualification

• Grade 12
• Relevant qualification that will complement Underwriting will be beneficial.
• Any qualification with emphasis on IT-related courses will be beneficial.

Experience

• ±4 years Sanlam Underwriting experience
• Sound Microsoft Office experience in Word and Excel

Knowledge :

• Understanding of project management principles
• Understanding of software quality assurance principle

Competencies

• Analytical and conceptual thinking
• Building Relationships
• Treating customers fairly
• Communication (Written and Verbal)
• Team Success
• Problem Solving
• Attention to detail
• Action / results orientation

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Job description

Position Details

Sanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the South African entry-level market. These solutions cover needs such as funeral insurance, savings for education, life cover and personal accident plans. This business consists of 61 sales branches and 106 client care offices, conducting business through over 400 brokers and 3 700 tied agents, all dedicated to meeting the financial needs of its clients and their families.

Position Description Key Responsibilities

• Support business to deliver on the strategy from a people perspective.
• .Ensure financial and operational strategic targets and costs are met
• .Development and management of direct reports
• Manage client relationships
• Develop and align HR strategy to business and communicate to all staff.
• Implementing and maintaining leadership learning and change through mentorship and coaching as well as manage performance of staff
• Ensure transformational targets are met as well as contribute to a culture conducive to the achievement of transformation
• Adherence to the HR policies and procedures
• Conduct data analysis on findings
• Facilitate talent management across the business units

Minimum Requirements

Qualifications

• Grade 12
• Post Graduate tertiary qualification with behavioural science.
• Registered with the HPCSA as a Psychometrist will be advantageous

Experience & Knowledge

• Minimum 8 years’ experience in Human Capital Generalist consulting inclusive of 2 years people management
• Understanding of Human Capital processes and methodologies
• Knowledge of relevant Human Capital legislation and policies

Competencies

• Team management
• Teamwork
• Analysing
• Relating and networking
• Adhering to principles and values
• Confidence and decisiveness
• Pro-activity
• Planning and organising
• Persuading and influencing
• Client service orientation

go to method of application »

Job description

Position Details

Sanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the South African entry-level market. These solutions cover needs such as funeral insurance, savings for education, life cover and personal accident plans. This business consists of 61 sales branches and 106 client care offices, conducting business through over 400 brokers and 3 700 tied agents, all dedicated to meeting the financial needs of its clients and their families.

Position Description

Sanlam is one of the leading financial services providers in the South African entry-level market. We’re in the business of planning for tomorrow. The never-ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more. It’s our trade and it is something we are passionate about. It’s what makes us Wealthsmiths™.

Position Description

Sanlam Sky Solutions offers a unique opportunity for unemployed, enthusiastic and energetic persons from the designated groups (Black, Coloured, Indian and Disabled persons) to gain a national qualification and valuable working experience at its offices in Houghton, Gauteng.

The Learnership Offers

• A one year contract, including a monthly allowance (R3000.00) and financial assistance for study purposes;
• A national qualification (Certificate in Long Term Insurance NQF level 4);
• Continuous coaching, mentoring, on the job training and assessment;
• A portfolio of working and learning evidence.

Key Responsibilities

• Be available to perform duties in terms of the learnership agreement;
• Participate in all learning and work experience required by the learnership;
• Undertake all learning conscientiously

Minimum Requirements

• Be unemployed;
• Be aged between 18 and 30;
• Be residing in the Gauteng
• Be available for interviews during October 2017;
• Be able to start with the learnership on 1 February 2018;
• Hold a Grade 12 Certificate with English, Mathematics and/or Accounting Of min 40%
• People with disabilities would be advantageous

Please include scanned copies of the following :

• Letter of motivation (explaining why you wish to embark on a learnership & a career in the Insurance industry)
• A current & detailed CV
• Certified copies of ID; Matric certificate/statement of results; any other qualifications
• Please note that applications without these attached will not be considered.

Minimum Requirements

• Be unemployed;
• Be aged between 18 and 30;
• Be residing in the Gauteng
• Be available for interviews during October 2017;
• Be able to start with the learnership on 1 February 2018;
• Hold a Grade 12 Certificate with English, Mathematics and/or Accounting Of min 40%
• People with disabilities would be advantageous

Competencies

• Be motivated to be educated and developed;
• Show initiative
• Team player
• Ability to manage self study and assignments
• Time Management
• Planning and organisation
• Good attitude