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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 skilfu...
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Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail porducts, as well as group schemes.
What will you do?
- Provides administration back-up to the Sales team
- May assist with the compilation of presentation material
- Monitors sales statistics
- Checking validity of New Business Application forms and recruitment documents
- Capturing New Business
- Switchboard and reception duties
- Monitoring monthly report statistics
- Compiling monthly statistics
- Liaison with Head Office, Brokers, Sanlam Affiliated Intermediaries and Customers
- Preparation of documentation
- Typing general correspondence and minute taking
- General office duties: faxing, filing, e-mail, petty cash and assisting with other functions on an adhoc basis.
- Ability to work remotely using Sanlam technology.
What will make you successful in this role?
- Experience in the Insurance industry an advantage
- Proven working experience in a customer service environment with emphasis on administration or in a P.A capacity
- Preference will be given to candidates from the Insurance industry
Qualification and Experience
- Grade 12 with 1 to 2 years experience.
Knowledge and Skills
- Client Communication and Sales administration
- Service and Support
- Workflow management and reporting
- Partnership Building
Personal Attributes
- Optimises work processes - Contributing independently
- Action orientated - Contributing independently
- Plans and aligns - Contributing independently
- Communicates effectively - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
- The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
go to method of application »
Who are we?
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. SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers,Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits.
What will you do?
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:
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Freestanding and Umbrella Provident or Pension fund business
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Living Annuity funds
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Pen Provident or Pension funds (migrations)
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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:
The understanding of all operational and implementation functions on our member administration system.Examples include:
The understanding and of all additional tools such as Straight-through processing which is used to perform operational functions. Examples are:
The identification of system malfunctioning, liaising with support departments and successfully resolve the problem
Providing technical support to any specialist
The performing of calculations that 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 is 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
Knowledge and Skills
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Technical Competencies:
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Broad financial services industry knowledge
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In-depth experience in the Employee Benefits department and experience in Retirement Fund Industry
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Knowledge of legislation applicable to Retirement Fund Industry
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Excellent understanding of IT systems
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Proficiency in MS Office (Word, Excel)
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Behavioral Competencies:
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Analytically and conceptually strong( fund rules)
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Strong attention to detail and proactive attitude
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The ability to identify risk areas in the existing processes
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Strong ability to organize and prioritize
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Excellent communication skills both written and verbal
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Results-focused and displays energy when performing tasks
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Time management skills
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Ability to work independently
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The ability to identify problems and to independently resolve it
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Ability to work very accurate
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Innovative and demonstrates initiative
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Ability to perform well under pressure and meet deadlines
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Good interpersonal skills
Personal Attributes
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Balances stakeholders - Contributing independently
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Decision quality - Contributing independently
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Directs work - Contributing independently
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Plans and aligns - Contributing independently
Core Competencies
-
Cultivates Innovation - Contributing independently
-
Customer Focus - Contributing independently
-
Drives Results - Contributing independently
-
Collaborates - Contributing independently
-
Being Resilient - Contributing independently
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets
will be considered as part of the selection process.
go to method of application »
What will you do?
The incumbent is responsible for providing excellent client services to a portfolio of clients by efficiently managing human capital queries, any claims and all other medical scheme, gap and medical insurance related queries.
Key Responsibilities
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Provide an effective and efficient administrative channel between clients and service providers.
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Must demonstrate a good understanding of all medical scheme options and benefits, primary care insurance, gap cover and loyalty programs.
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Must provide, multiple query resolutions, ability to communicate in both written and a verbal professional manner.
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Manage escalated admin and other requirements from service providers for clients.
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Assists with call centre in-bound and out-bound client calls.
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Provide timeous feedback and resolution.
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Keep ongoing records on internal CRM systems.
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Assist clients with the application process and queries telephonically and/or via e-mail up to resolution.
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Frequent follow up with clients.
Qualification and Experience
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Marketing Degree or Diploma (NQF level 5)
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2 - 3 years’ experience in a similar healthcare environment is required
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Regulatory Examination RE5 is a requirement
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Full Accreditation with the Council for Medical Schemes is a non-negotiable (no longer under supervision)
Knowledge and Skills
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Knowledge of industry regulations e.g., POPI and TCF
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Experience in managing customer relationships
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Experience in handling customer complaints
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Strong knowledge of medical scheme product and processes.
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Strong knowledge of Internal and external processes including service level commitments.
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Knowledge of relevant escalation channels.
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Knowledge in managing and co-ordinating escalations from HR and other stakeholders.
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Experience in managing customer relationships
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Proficiency in Microsoft Office (Word, Excel, Outlook)
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Brokertools experience advantageous
Behavioural Competencies
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Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
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Courage - Stepping up to address difficult issues, saying what needs to be said.
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Ensures Accountability - Holding self and others accountable to meet commitments.
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Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals
Core Competencies
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Cultivates Innovation by creating new and better ways for the organisation to be successful.
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Client Focus - Building strong customer relationships and delivering customer-centric solutions.
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Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
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Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
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Resilience - Rebounding from setbacks and adversity when facing difficult situations.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
go to method of application »
What will you do?
Key responsibilities
- Document all SAFE cadences
- Update Scrum boards and consolidate feedback from multiple teams
- Provide reporting at team, program and portfolio level
- Administer the SAFE tools (Jira, Confluence, etc) and work with the relevant teams to resolve any issues.
Qualification and Experience
- Project Management or Agile certifications
- 5+ years Agile life cycle experience
- 5+ years IT administration experience
Knowledge and Skills
- SAFe experience – PI planning, etc
- Knowledge of Business Analysis and Risk Management skills.
- Knowledge of sound business judgment.
- Ability to communicate internal controls concepts clear in a business context.
Personal Attributes
- Action orientated - Contributing through others
- Plans and aligns - Contributing through others
- Optimises work processes - Contributing through others
- Decision quality - Contributing through others
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Being resilient - Contributing through others
- Collaborates - Contributing through others
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
go to method of application »
Purpose of the role
- Lead the overarching Governance, Compliance, Risk and internal controls for Sanlam Corporate's IT environment. Ensure that all components of the cluster IT team adhere and action related activities. You will also be involved in Leadership and Direction, Execution and oversight for this function within the cluster while working closely with group structures when it comes to interpreting theoretical frameworks and guidance into practical and correct applications across the corporate eco system. Formulate precise reporting on progress, metrics, maturity and actions in the area.
- Function as the single point of IT management contact for key elements such as enterprise IT policy governance, enterprise IT strategy, and IT risk acceptance. Ensure visibility, escalation and management of IT risk inherent in the delivery of technology services. Monitor key performance and key risk indicators and escalate breaches in triggers or limits.
What will you do?
Key responsibilities
- Work with group IT governance to ensure cluster-specific adoption and customisation on all aspects
- Lead legislation initiatives across cluster IT teams include internal and external audit requirements and findings
- Ensure that policies and standards are reviewed at the required intervals - reporting of compliance thereof
- Review and mature IT process controls
Qualification and Experience
- B.Sc Degree in Computer Science, Software Development, or a related field
- Strong experience and proficiency in IT governance processes
- 5+ years IT delivery experience
Skills
- Delivery Excellence - Ability to plan and execute a project to deliver a superior client experience
- Knowledge of relevant legislation POPIA, etc
- Knowledge of Business Analysis and Risk Management skills.
- Ability to establish governance frameworks, meeting legislative and regulatory requirements.
- Ability to read and interpret regulatory, policy and related acquisition guidance.
- Knowledge of sound business judgment.
- Ability to communicate internal controls concepts clear in a business context.
Knowledge
- Complex systems process analysis
- Business requirements
- Business process mapping
- IT governance, compliance and quality improvements
- Technologies
Personal Attributes
- Strategic mindset - Contributing strategically
- Business insight - Contributing strategically
- Balances stakeholders - Contributing strategically
- Manages complexity - Contributing strategically
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing strategically
- Customer focus - Contributing strategically
- Drives results - Contributing strategically
- Collaborates - Contributing strategically
- Being resilient - Contributing strategically
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
go to method of application »
What will you do?
Key responsibilities
- Accountable and provide leadership and guidance to delivery and business teams to ensure agreed availability, supportability, and operational capability for all digital applications.
- Resource management.
- Support agile events, including presentations, introductions, show& tells, and retrospectives
- Maintain an understanding of the existing and potential platform capabilities.
- Proactive identification of platform enhancements (including non-functional), lead business case approval process, facilitate communication of roadmaps and ensure stakeholder engagement.
- Work collaboratively with business stakeholders and operational teams to lead prioritisation of changes and lead defect backlog prioritization.
- Build and maintain a relationship network with key stakeholders
- Ensure system designs support the goal of “right first time”, reduce time to market and / minimises cost to deliver and support - whilst meeting agreed business requirements
- Define, drive and adhere to the adoption of platform principles / standards/ governance
- Maintain an understanding of the current and emerging company strategy, business plans, CX, designs and Brand as they affect the digital applications
- Share knowledge and expertise to support business and IT change, Scaled Agile Framework as a system for implementing Agile, Lean, and DevOps practices at scale.
- Contribute to business case / ROI proposals in relation to platform enhancements
- Help to provide training within the department
- Review and approve estimation and impact assessment activities to support capacity and capability planning as well as key system documentation
- Act as a point of escalation for Platform related Defects and Major Incidents
- Define target platform structure, drive the transformation to reach the target and govern adherence
- Process mining for opportunities for RPA to be effective
- Develop RPA center of excellence that works with the group RPA center for effective guidelines
What will make you successful in this role?
Qualification and Experience
- Degree in Computer Science/Engineering
- Software development background
- Enterprise level software delivery experience with Agile/SAFE
- At least 5 years Digital applications management experience
Skills
- Vast experience of designing software systems
- Working knowledge of software engineering best practices and frameworks
- Strong knowledge of software methodologies, tools and processes
- Working knowledge of Systems Development Lifecycle (SDLC)
- Experience working with software delivery teams
- Technical background and willingness to work agnostically
- Stakeholder management experience
- Strong decision-making capability
- Ability to see the bigger picture
- Ability to align with Company/Business strategy
- Systems thinking
- Excellent communication and influencing skills
- Automation Anywhere – RPA technology
- Process mapping and mining for opportunities
Knowledge
- Complex systems process analysis
- Business requirements
- Business process mapping
- IT governance, compliance and quality improvements
- Technologies
Personal Attributes
- Strategic mindset - Contributing strategically
- Business insight - Contributing strategically
- Balances stakeholders - Contributing strategically
- Manages complexity - Contributing strategically
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing strategically
- Customer focus - Contributing strategically
- Drives results - Contributing strategically
- Collaborates - Contributing strategically
- Being resilient - Contributing strategically
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
go to method of application »
Purpose of the role
- The position requires a self-driven, proactive individual to support business in analysing impacts and requirements in response to regulatory changes, digital enhancements, workflow developments, and business process
- improvements. The senior BA has years of deep practical experience in the role; with repeated practice performing business analysis in a variety of complex situations.
What will make you successful in this role
Qualifications and Experience
- 3-5 years experience in the same or similar role as a senior business analyst
- Minimum of 5 years IT Business Analysis experience at a senior level
- A minimum of 4 years experience in Employee Benefits
- Relevant Tertiary IT Qualification or Certificate/ Accredited Business Analysis Diploma Technical Competencies:
- Experience in Technical Writing
- Previous experience in the Employee Benefits industry is required
- Experience in communicating with clients and facilitating workshops
- Knowledge of business analysis and UAT test methodologies advantageous
- Understanding of IT environment and System Development Life Cycle (SDLC) advantageous
Skills
- Analytical and a strong ability to organise and prioritise
- Takes responsibility and is accountable for the work done
- Excellent communication skills both written and verbal in English & Afrikaans
- Results focused and displays energy when performing tasks
- Solid project and time management skills
- Innovative and demonstrates initiative
- Ability to perform well under pressure
- Good interpersonal skills
- Ability to collaborate and pull information together
- Proactive and a team player
- Facilitation skills
- Client Service Orientation
What will you do?
Provide project level analysis by:
- Performing business and process analysis ensuring a thorough impact assessment within the assigned project solution.
- Assisting in the continuous development and improvement of the business analysis framework by ensuring effective processes and standards are applied.
- Assisting with SDLC processes, standards and improvements thereof.
- Delivering quality, integrated, comprehensive and detailed Business Requirement Specification documents.
- Define and design changes to existing processes as required and ensure integration of changes into process environment.
Analyse business or system problems and facilitate solution exploration by:
- Defining and designing changes to existing processes as required and ensuring integration of changes into the process environment.
- Participating in the solution design process and ensuring the integrity of the solution in accordance with the business requirements
- Providing assistance to solution delivery on implementation and training as well as post-implementation support to business
- Conceptualising, interpreting and documenting solutions for the business needs
Demonstrate up-to-date expertise in Information Systems and apply this to the development, execution and improvement of action plans by providing advice and guidance to others:
- Identify and communicate impacts, risks and issues timeously key stakeholder management:
- Facilitate consensus on specifications where specifications are extracted from multiple departments/divisions (Facilitate JAD sessions)
- Work with business owners, specialists, SME’s, project managers, developers, architects and team members to define non-functional requirements (including metrics and performance goals) for the application and in delivering and supporting the solutions
- Participate in transitioning the requirements and use cases to Systems Analysts and Designers, and ensure a clear and complete understanding of the requirements.
Support and drive agile projects:
- By defining the features and stories along with grooming and the prioritization of the team backlog
- Assisting with the preparation and planning for PI Planning events Testing approach:
- Review test approach and create test cases to ensure coverage of relevant business scenarios.
- Define the success criteria for solution testing and participate in review of test results to ensure that business requirements have been met
- Be actively involved in limited testing if required on a particular project
- Participate in quality management reviews throughout the business change life cycle and systems development life cycle to ensure requirements are fulfilled. On agile projects, this will include the acceptance of stories as done.
Knowledge and Skills
- Complex systems process analysis
- Business requirements
- Business process mapping
- IT governance, compliance and quality improvements
- Technologies
Personal Attributes
- Strategic mindset - Contributing strategically
- Business insight - Contributing strategically
- Balances stakeholders - Contributing strategically
- Manages complexity - Contributing strategically
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing strategically
- Customer focus - Contributing strategically
- Drives results - Contributing strategically
- Collaborates - Contributing strategically
- Being resilient - Contributing strategically
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
go to method of application »
Who are we?
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
Key responsibilities
Responsible for providing a tax compliance service to the 250 individual, trust, estate and company portfolio clients of Sanlam Private Wealth, Durban. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.
What will you do?
- Accurately compute, complete and submit provisional tax returns
- Arrange provisional tax payments
- Accurately compute, complete and submit annual tax returns
- Arrange assessed tax payments
- Check income tax assessments
- Lodge objections
- Correspond with clients and SARS
- Resolve client and SARS queries within the legislated timeframes
- Obtain tax clearances
- Keep abreast of applicable legislation
- Accurately and timeously maintain records relating to tax clients, including filing
- Arrange for the recovery of fees relating to tax work undertaken
- Qualification and experience
- Relevant post graduate qualification
- Registration as a tax practitioner in good standing
- Five or more years’ experience in a similar role where work was undertaken independently and without assistance
- A proven track record
Knowledge and skills
- Client focus – building strong relationships with clients and colleagues
- Collaborates – working inclusively with others
- Resilient – working to deadlines and under pressure
- Analytical and numerical skills
- Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
- Excellent knowledge of tax law principles
- Excellent written and verbal skills
Personal qualities
- Self-motivated, proactive, taking ownership of problems until they are resolved.
- Highly organized with a high level of customer focus
- Excellent time management
- Accurate and detail orientated
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
Method of Application
Use the link(s) below to apply on company website.
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