Job Opportunities at Sanlam

What will you do?

• Activity management of representatives.
• Prospecting for Representatives.
• Production management on a daily basis concentrating on quality and quantity.
• Conducting training - Theoretical and practical in field.
• Facility liaison.
• New facility identification.

Qualification & Experience

• Grade 12
• meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)
• Class Of Business (COB)
  
  Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge And SkillsPersonal qualities

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
• A minimum of one year management experience
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

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Summary

We want to appoint experienced Life and Living benefit Underwriters at our Cape Town, Johannesburg or Pretoria branches. These positions guarantee long-term career benefits and career satisfaction.

What will you do?

• Underwrite Risk applications with respect to medicals, occupational and part-time activities
• 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 treaties and related guidelines.

Qualification

• Biology/Life Science and Mathematics / Accountancy / Financial accountancy Grade 12 level.
• Post Matric qualification

Knowledge And Skills

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

Experience

• Medical and/or Financial underwriting experience of at least 3 years
• Relevant experience within the Life Industry and insurance products

Role Competencies

• Business insight
• Manages complexity
• Negotiation skills

Core Competencies

• Client Focus
• Being Resilient
• Collaborates
• Cultivates Innovation
• Drives results

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Output/Core Tasks

• Preparing a claim for the Claims Consultant by ensuring all required information is available
• Administer and pay claims
• Handling of queries (telephonically and/or via email) within agreed timelines
• Action and respond to all customer/client follow-up tasks within agreed timelines
• Answering of calls on the Living Benefit Claims Helpdesk (on rotation basis)
• Engaging telephonically with clients regarding the progress of the claim

Minimum Requirements

The role will require Overtime when needed, according to Operational requirements.

Minimum Qualification

Qualifications & Experience:

• Matric / Grade 12
• Relevant Degree or Diploma

Minimum Experience

• 3 years’ experience in claims administration of Long-term Life benefits.
• Knowledge of long-term Life Products and Benefits.
• Good understanding of Renewal policy and Individual Life Operational systems will be an advantage.
• Experience in the medical field (e.g. Nursing, Medical Aid Claims) will be an advantage.
• Previous experience in telephonic customer service or call centre environment will be an advantage.

Sanlam Core Competencies

• Being resilient
• Collaborates
• Cultivates Innovation
• Customer Focus
• Drives results

Role Competencies

• Communicates effectively
• Planning and Organising
• Team work
• Working independently