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  • Posted: Mar 23, 2017
    Deadline: Not specified
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    Sanlam Private Wealth, the private client wealth management business within the Sanlam Group, has been built from a small stockbroking firm to an integrated international wealth manager offering investment management, advisory, fiduciary and tax, stockbroking, online trading, art advisory and non-transactional banking services. With over 400 people across 23...
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    Business Integration Implementation Manager: SEM (Grade 13/14)

    Job description

    Position Details

    Sanlam Emerging Markets is responsible for expanding Sanlam’s footprint in India the rest of Africa and other emerging countries focussing on life insurance, medical insurance, short-term insurance and investment.

    Responsible For Amongst Other The Following

    Position Description Key Responsibilities

    • Facilitate and set criteria for the integration of businesses
    • Develop and execute comprehensive integration plans
    • Leading the teams to ensure end business integration delivery including accountability for quality, work streams, example: Finance, IT, HR , Brand, etc.
    • Ensure that the integration milestones, deliverables, outcomes & interdependencies are aggregated, sequenced & co-ordinated at a programme level; & that the process delivers on time, in budget, and realises benefits
    • Facilitate delivery of business plans which supports strategic requirements
    • Change management throughout the process
    • Support “new” CEO in restating / developing the business strategy following the integration to ensure the business case benefits are met
    • Assist Business CEO in the on-going strategy review & planning processes for the business
    • Willingness to travel

    Minimum Requirements

    Qualifications & Experience

    • Appropriately qualified: B.Degree or higher
    • 6-10 years related experience
    • Track record as/in Management Consultant role
    • Project / Programme management hands on experience
    • Partnership and relationship development
    • Good business acumen
    • Management style that accommodates strategic and detail work
    • Ability to work with multi-faceted teams across different cultures

    Competencies

    • Assertive leadership
    • Strong influencing skills
    • Strategic & conceptual thinker
    • Goal setter & prioritiser
    • Good communication skills
    • Delegating

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    Group Benifits Operation Specialist

    Job description

    Position Details

    Position Description Key Responsibilities

    • Ensure that the claims team adheres to the claims processes as specified in the standard operating procedures and policies. Ensure that all criteria are met to pay valid claims by assessing and authorising all claims before finalisation.
    • Ensure that the team provides clients with real time information on the status of the claims and policy changes, in line with Treating Clients Fairly policy of Sanlam and Legislation.
    • Ensure that all invalid claims are assessed and correctly repudiated in line with the Sanlam frameworks provided by management.
    • Ensure clear communication and updates of claim related information or processes to all servicing offices.
    • Ensure that claims are paid within SLA through effective capacity management of available resources
    • Ensure that any audit findings (internal/External) are resolved as soon as possible and that additional controls are implemented to reduce the said findings.
    • Provide management with daily/weekly and monthly claim reports
    • Liaising with internal and external clients
    • Identify and report on risks within own area of responsibility which could impact negatively on stakeholders
    • Highlight potential risks in other areas which may impact on own area of responsibility.
    • Appropriate escalation of claim issues to management
    • Managing and authorisation of daily payment runs
    • Management and development of Staff (multi-skilling)
    • Performing coaching
    • Effective delegation of claims to team members / capacity management

    (if/when required)

    • Reconcile claim registers to bank accounts on a monthly basis
    • Sign off on monthly claim Registers and recons
    • Own and team’s operational work planning, priority setting and scheduling
    • Assist other teams if and when required by management
    • Ensure alignment of processes and procedures between own and similar functional areas
    • Assist with the investigation of all complaints relating to claims processed by GB and or third parties (Ombudsman etc)
    • Other Ad-hoc investigations
    • Review and resolve escalated queries received

    Minimum Requirements

    • Matric is essential
    • Advanced Excel
    • Minimum 8-10 years in a financial industry experience
    • Understanding of Group Benefits processes
    • Minimum 5 years claims experience
    • Industry and Product knowledge (Specifically Funeral Insurance)
    • Long Term Insurance experience
    • Supervisory Experience (Advantage)
    • COP (Advantage)

    RE5 ( Advantage) Competencies

    • Client Service Orientation in line with Sanlam Treating Clients Fairly policy
    • Understanding of Group Benefits processes & Legalities
    • Accuracy
    • Confidence and Decisiveness
    • Planning and Organising
    • Pro-active
    • Good Communication Skill
    • Multi –skilled
    • Taking ownership
    • Coping with pressure and setbacks
    • Adapting and responding to change / Flexibility
    • Team Management
    • Team work
    • Self-driven

    Positive Attitude

    go to method of application »

    Sales Manager PE

    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

    • 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.

    Minimum Requirements

    Qualifications

    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 FSB’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 FSB’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 FSB’s list of recognized qualifications at the point of recruitment.

    RE 5 required from date of appointment Competencies

    • 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 skill

    Method of Application

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