Job Vacancies at Sanlam

About the Job

What will you do?

• This is a 12 month contract position allowing the incumbent to gain relevant work experience in the Financial Services industry. The individual will be exposed to;

Render administrative support to Business in the Enterprise Development environment.

• Facilitate and manage the on-boarding and termination processes
• Internal and external stakeholders management involved in MO processes
• Ad-hoc project co-ordination and ad-hoc back-office support
• Undertake MIS analysis and management reporting Assist with tasks e.g. collating and filing of information
• Monitor workflow via systems to ensure Operational efficiencies.

What will make you successful in this role?
Qualification & experience

• Grade 12
• Diploma / Degree in BSc Statistics; Information Systems & Technology/ Business Management or Business Administration

Knowledge and skills

• Successful candidate should be unemployed
• Preferably no or very limited previous working experience
• Knowledge and experience in MS Office

Core competencies

• Cultivates innovation
• Results driven
• Collaboration
• Flexibility and adaptability
• Being Resilient

Personal attributes

• Client centricity
• Action Orientation
• Plans and aligns
• Communicates effectively
• Treating Customers Fairly
• Analytical

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About the Job

What will you do?

• Responsible for the company secretariat function in an organisation / cluster / number of companies. Responsibilities may include advisory, statutory and administrative requirements of the organisation. Responsible for ensuring that all regulatory and statutory requirements are complied with. What will make you successful in this role?
• Provide support to the Group Company Secretary
• Responsible for company secretarial function of a number of entities and/or a business cluster
• Execute and/or assist with the Statutory Duties of being a Company Secretary and Key Person.
• Assist the Group Company Secretary with Board related submissions.
• Provide company secretarial services to the boards, board committees, Quarterly Business Reviews and Exco meetings.
• Research and draft legal opinions relevant to Company Secretariat/Corporate Governance related aspects.
• Research, analyse and provide support relating to applicable regulatory requirements and/or amendments (e.g. Companies Act, Johannesburg Stock Exchange (JSE) Listing requirements, and King IV etc.,) and any other relevant corporate governance, industry specific requirements and/or best practices.
• Research and keeping abreast of Legal / Financial matters related to the insurance industry.
• Assist with the preparation of meeting packs and publish thereof on digital platforms (e.g. Diligent).
• Arrange if and when required the logistics, venues, travel arrangements, parking, catering etc., for key stakeholders (i.e. with the assistance of a personal assistant).
• Provide assistance and support to statutory audits and internal audit processes
• Draft, assist and/or provide support with regards to regulatory reporting.

Qualification and Experience

• LLB graduate,
• BCom graduate with articles or Chartered Secretaries (CIS) qualification.
• Admitted Attorney or other equivalent legal or financial qualifications would be advantageous.
• At least 5 years relevant experience or similar type experience.
• Previous experience of working in a corporate environment will be to your advantage, especially listed company exposure.
• Exposure to environment with sensitive/confidential information.
• Business etiquette on an executive level.
• Understanding of best governance practices.
• Excellent drafting capability.
• Experience in Microsoft Office Packages (e.g. General - Excel; PowerPoint; Word) and Board pack software applications.

Knowledge and Skills

• Company Secretarial and administration requirements
• Board Resolutions
• Corporate Compliance
• Knowledge of the Sanlam Group structure will be to your advantage.
• Proven record in a Listed environment, at listed company level, will be to your advantage.
• Knowledge of the latest applicable laws and regulatory requirements (e.g. Companies Act 2008, JSE Listing Requirements amended, Financial Markets Act, Insurance Act, the Governance and Operational Standards for Insurance Groups (GOGs) and Insurers (GOIs)).
• Knowledge of long-term insurance or other Financial Services Company experience will be to your advantage
• Company Secretarial and Administrative requirements
• Drafting skills: Minutes, Board submissions and Board Resolutions

Reporting and Administration

• Quality, compliance and accreditation Personal Attributes Interpersonal savvy - Contributing through others Decision quality - Contributing through others Balances stakeholders - Contributing through others Plans and aligns - Contributing through others Build a successful career with us

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About the Job

What will you do?

• 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 What will make you successful in this role?

Qualifications:

• Matric / Grade 12
• Relevant Degree or Diploma

Experience:

• 3 years’ experience in claims administration of Life insurance benefit claims.
• Knowledge of Life insurance Products and Benefits.
• Experience in the medical field (e.g. Nursing) will be an advantage.
• Previous experience in telephonic customer service or call centre environment will be an advantage.
• The ideal candidate will be fully bilingual

Personal qualities:

• Communicates effectively (writing and verbally)
• Planning and organizing
• Team work
• Working independently

Core Competencies:

• Collaboration
• Care
• Innovation
• Integrity

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About the Job

What will you do?
This role exists in our Group Secretariat department which is focused on establishing and maintaining appropriate governance structures and mechanisms to enable good corporate citizenship within the regulatory environment as well as ensuring compliance with legal, regulatory and listing requirements.

• The company secretariat administrator will perform company secretarial and general office support to the assistant group company secretaries, which includes but is not limited to maintaining statutory records, end-to-end meeting administration, travel arrangements, calendar/diary management and KYC matters. What will make you successful in this role?
• Prepare minutes frameworks ahead of all exco, committee or board meetings.
• Prepare, plan and collate input for agendas and drive matters arising feedback. Obtain and collate reports required for meeting packs, within pre-determined timeframes, which are to be distributed via Diligent and/or PDF.
• Prepare and circulate written resolutions.
• Maintain physical and digital statutory records which includes minutes, resolutions, company registers, share registers, resolution registers and beneficial ownership registers.
• Maintain company records at the Companies and Intellectual Property Commission (CIPC). File annual returns, amend directorships, lodge any requisite amendments or documentation within the prescribed period.
• Co-ordination of meetings: annual calendars, arrange venue, parking, catering and IT Support.
• Collaborate with other stakeholders to prepare the annual corporate calendar.
• Assist with KYC related matters, with input from the assistant group company secretary.
• Assist with stakeholder management matters.
• Provide support to board and/or committee members as required.
• General office management
• Filing
• Diary management
• Office resource management
• Travel and accommodation arrangements
• Booking of venues and meeting rooms
• Catering arrangements
• Accounts and payments if required

Qualification and Experience

• Grade 12 and Diploma/Certificate (Office Administration or related qualification)
• 5 years relevant administration/secretarial experience at senior/executive level
• Exposure to Diligent Board or similar platform.

Knowledge and Skills

• Secretarial Support
• Administration
• Manages various Stakeholder queries and support
• Knowledge and proficiency in working with Reservation Management platform.
• Ability to provide effective secretarial support to an audience that may include, employees, investors, shareholders, stakeholders, clients, and others.
• Good working knowledge and skills in the completion of daily activity sheets accurately; ensure
• that relevant system/s are always fully updated with all calls and outcomes.
• Strong skills and ability to communicate clearly, diplomatically and effectively to an audience that may include, employees, investors, shareholders, clients and others verbally and through announcements, newsletters, memos, annual reports, status reports and other media. Deal with any internal or any external client queries to the individual/team that the Secretary/PA supports.
• Strong ethical principles and integrity to maintain confidentiality and comply with organisations values.
• Proficiency in maintaining and managing company records, registers, and documents in compliance with legal requirements.
• Awareness of regulatory requirements related to corporate filings, disclosure, and compliance obligations specific for financial services is advantageous.

Personal Attributes

• Communicates effectively - Contributing independently Plans and aligns - Contributing independently Action orientated - Contributing independently Optimises work processes - Contributing independently

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About the Job

What will make you successful in this role?
Job Purpose:Output/Core Tasks:

• Manage a department’s performance within a specific division of Business Shared Services
• Ensure that your department effectively contributes to the business Unit’s Client Satisfaction and Experience standards
• Manage the budget and make decisions regarding resources with your team
• Manage the People practices and performance statistics and reports of your department
• Actively be responsible for the coaching, training and development of personnel
• Assist and provide support to team members regarding complex client enquiries
• Ensures Service Level Agreements and Key Performance Areas are continually reviewed and expectations are met with optimum levels of quality and service delivery.
• Work closely with the Resource Planning team to ensure the most effective resource plans are developed and achieved
• Review management information and make suggestions, recommendations so as to improve processes across the business.

Role Requirements:Qualifications:

• Matric/Grade 12
• Relevant business degree/diploma or industry related qualification

Knowledge and Experience:
Must have insurance or call centre industry knowledge and an understanding of:

• Life Assurance environment
• Call Centre and Client Services business
• Financial Service experience is essential
• Experience in managing personnel within a call centre environment would be an advantage

Competencies:

• Ability to function under immense pressure
• Good conflict management skills
• Be innovative
• Ability to develop and empower others
• Teamwork
• Good communication
• Decision making skills

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About the Job

The individual appointed to this position is expected to:

• Keep up to date with new techniques and trends in the evolving field of data science/machine learning and assist in translating our learnings into applications for the business
• Collaborate with SBI and traditional actuarial functions in SRA (i.e., Product Management, Reporting, Risk & Capital Management) to explore and scale the integration of analytics within traditional actuarial operations and practices
• Engage with stakeholders across our business to promote and embed the actuarial analytics solutions built in the Advanced Analytics team What will you do?

Key responsibilities include :

• Actuarial analytics
  • Innovate actuarial practices in modelling mortality, morbidity, and other key actuarial assumptions
  • Enable the business to have a better understanding of client and intermediary behaviour
  • Contribute to discussions, development, and application of strategic metrics such as client life stage value
• Research and thought leadership
  • Contribute to our research capability within the Advanced Analytics team with a specific focus on applications of data science in actuarial science
  • Translate research into application for the business
• Stakeholder Engagement
  • Engagement with traditional actuarial departments as well as the wider businesses to embed actuarial analytics solutions in operations
  • Propose solutions and strategies to business challenges
• Implement and Monitor
  • Develop processes and tools to monitor and analyse model performance and data accuracy
• Team Effectiveness
  • Collaborate with engineering and product development teams
  • Work with data and analytics experts to strive for greater functionality in our data systems
  • What will make you successful in this role?

Requirements:
Qualifications:

• Newly qualified actuary or Actuarial student making good progress with actuarial exams.
• Bachelors and/or Master’s degree in data science, mathematical statistics, computer science or related field would be advantageous.

Experience and skills:

• Experience in applying data science concepts in an actuarial context to generate business value would be advantageous.
• Experience querying databases and using statistical computer languages when managing data (eg. R, Python, SQL, etc.)
• Knowledge and experience in application of statistical modelling techniques.
• Experience visualizing/presenting data for stakeholder use.