Job Vacancies at Sanlam Group

What will make you successful in this role?

Lean Service Delivery Management:

• Ensure effective LSM processes and cadences for all Modern Insurance Release Train applications. 
• Overseeing the end-to-end delivery of IT services in accordance with agreed-upon service level agreements and key performance indicators.
• Ensuring that IT services are delivered efficiently and effectively to support business processes and functions.
• Collaborate with Business Product Mangers to facilitate early prioritization for resolution of incident root causes and defects to improve the business service experience.
• Line management and work coordination for the Millennium Production Support team that supports the Policy Administration Solution, the New Business Acquisitions team       and the MS Access reporting solutions team. (Roughly 15 people).

Incident and Problem Management:

• Managing the lifecycle of incidents and problems, from identification and logging through to resolution and post-incident review.
• Minimizing the adverse impact of incidents and problems on the business and preventing the recurrence of incidents related to these errors.
• Ensure the timeous fixing of existing and newly found production errors.

Change Management:

• Overseeing the change management process to ensure that changes to IT services are assessed, approved, implemented, and reviewed in a controlled manner.
• Ensuring that all changes follow the necessary governance and compliance procedures.

Continuous Service Improvement:

• Identifying and implementing improvements to IT services and IT service management processes.
• Using metrics and feedback to guide improvements and measure the effectiveness of changes.

Stakeholder Management:

• Acting as a liaison between IT and business stakeholders to ensure that IT services meet business requirements.
• Communicating effectively with stakeholders about service disruptions, changes, and improvements.

Service Level Management:

• Negotiating, defining, and managing service level agreements with both internal and external service providers.
• Monitoring and reporting on service levels to ensure that required service quality is maintained.

IT Financial Management:

• Managing the budget for IT services, including cost control and financial planning.
• Ensuring that the cost of IT services is transparent and provides value to the business.

Vendor and Contract Management:

• Managing relationships with vendors and third-party service providers.
• Ensuring that contracts and service agreements are aligned with business needs and objectives.

Security:

• Collaborating with cybersecurity teams to ensure that services are secure and risks are managed effectively.

Management of IT General Controls:

• Risk Management and  Audit responses 
• Manage Server Critical Vulnerabilities
• User Access Management, Backup and Disaster Recovery
• Review / update IT Governance Controls that establish IT governance frameworks, policies and procedures to ensure IT systems and operations are aligned with  organisation's strategic goals, risk appetite and regulatory requirements.

Qualification

• Matric
• Appropriate IT Post Matric 3-year qualification in Information Systems or Engineering.

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What will make you successful in this role?

• Driving Governance policy adoption.
• Conduct policy and standards self-assessments, gap analysis and implementation plans for the business.
• Develop, roll-out and maintain supplementary IT standards for the business.
• Co-ordinate IT and Information Governance workshop sessions with business and business partners.
• Train and support the SanlamConnect business on IT and Information Governance processes. 
• Put forward recommended strategies to implement IT and Information Governance within SanlamConnect.
• Develop, roll-out, monitor and track IT and Information Governance implementation plans and collaborate on detailed reporting.
• Monitor and track progress on governance implementation and remediation actions in the business.
• Ensure SanlamConnect adherence to the Group IT and Information Governance standards.
• Assisting with reporting for Group Governance Forums.
• Working with the CIO, IT Senior Managers and key IT stakeholders to facilitate IT audit execution together with internal and external audits 

Qualification and experience

• Must have completed and be in possession of a 3-year National Diploma or Higher in IT/Information Systems/Business Administration
• 3 -5 years relevant IT Governance, IT risk or IT Audit experience
• Experience in supporting Senior IT Management or the CIO will be advantageous
• ITIL and COBIT foundation certification would be advantageous

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What will make you successful in this role?

Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

Qualification and Experience 

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

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What will make you successful in this role?

• Produce quality software according to business requirements.
• Assist with the deployment and monitoring of the developed systems in development, testing and production environments.
• Adhere to coding quality standards including unit and integration testing requirements.
• Provide production support, Standby and overtime as business requires.
• Attend and contribute to daily stand-ups and other agile ceremonies.
• Assist with breakdown of tasks from business requirements.
• Accurately track time within the systems provided on a daily basis.
• Deliver on sprint commitments.
• Contribute to team planning, discussions and solution designs.
• Document solutions and assist others in doing their documentation.
• Share knowledge with team members.

Qualification

• Grade 12
• Relevant Computer Science degree or diploma will be recommended
• Java Certification will be advantageous

Experience:

• Minimum of 4 years’ experience within application development in Java
• Minimum of 3 years'working experience in J2EE
• Practical experience with Java Server Pages, Servlets, Stateless Session Beans, JDBC, Java Messaging Service
• Experience with the following tools will be an advantage: IBM WebSphere, IBM MQ Series, Eclipse or WebSphere Application Developer
• DevOps experience is highly recommended
• Experience in Scaled Agile Framework will be advantageous
• Exposure to GIT, Gradle, Nexus, JIRA and Confluence will be advantageous
• Web Services technologies experience i.e. RESTful APIs
• UML experience will be an advantage
• Relational Database experience (Experience with SQL Server development will be an advantage
• Experience with RCP development will be an advantage
• Experience in working with life insurance financial applications will be recommended

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Key responsibilities include:

• Undertake claims investigations with external parties
• Build external partner relationships
• Assess and execute Life claims
• Assess and execute Funeral claims

What will make you successful in this role?

Qualification & experience 

• Grade 12 or preferably business or commerce degree/diploma
• Experience in financial distribution services, preferably re-assurance
• 3 years experience as a claims assessor with specific focus in forensics investigation with external parties.
• RE1 and Wealth Management accredited
• Assessor certification 
• Nursing or medical background experience (optional)
• Successful candidate must be willing to travel 

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What will make you successful in this role?

Provide administrative support to the Succession Sales Team in terms of the following:

1.    Commission Query management 
2.    Suspense account management
3.    Mail and information management
4.    Client liaison
5.    Time and priority management
6.    Administrative support
7.    Establishing and maintaining networks with key stakeholders and other administrative support staff.

Qualification & experience 

• Grade 12
• Administration qualification preferable
• Experience with the financial services industry will be an advantage

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What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

2. Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

3. Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

4. Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

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What will you do?

Human Resources administration support and coordination with regard to:

Recruitment, selection, and induction processes 

• Advertising vacancies in our recruitment portals
• Shortlisting of potential candidates from recruitment portals and recruitment agencies
• Regular communication with candidates
• Schedule interviews and assessments for shortlisted applicants
• Arrange orientation and induction for newcomers.
• Prepare and send out regret communication to unsuccessful candidates.
• Responsible for onboarding and off boarding of employees
• Complete background and risk checks for successful applicants
• Handling employee enquiries relating to HR processes
• Compiling of monthly HR reports 
• Diary management
• Drafting of Letters pertaining to IR matters
• General office management - coordinating of interviews, assessments, and HR onboarding sessions.
• Assist with HR Projects
• Ad hoc support

What will make you successful in this role?

Qualification & experience:

• Completed Human Resources related qualification.
• 1-2 years HR administration experience
• A good understanding and knowledge of HR related processes and systems
• Experience in bulk recruitment will be advantageous.
• Computer literate in MS office i.e., Word, Outlook, Excel and PowerPoint

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What will you do?

• Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.  
• Ensure that all compliance practices and procedures are strictly observed in terms of disclosures, advice, record keeping, and ethics/behaviour undertaken when dealing with advisers and clients.
• Track, interpret and communicate trends or gaps in terms of risks within the business.
• Support the complaints register and resolution process.  
• Ensure all complaints are logged, investigated properly, and resolved according to the due process.  Undertake to do the necessary report and record keeping thereof.
• Working closely with line management and the planners, ensuring that all advice facing intermediaries and management are fit and proper FAIS accredited and keep the requirements and credits up to date at all times.
• Provide administration support to line manager
• Gatekeep and monitor new business received 
• Administration of tax & tax calculations, account payments, administration of commission payments/statements and reserve accounts
• Resolving of commission/payroll queries  
• Administration of adviser terminations and reintermediation 
• Provide advice with regards to policy, financing rules and debt management.
• Compile statistics with regards to financing and reports, including effective processing of statements 

What will make you successful in this role?

Qualification & experience 

• A relevant matric qualification
• Two years’ experience on Commission payment systems & payroll – preferable commpay & pastel payroll 
• A completed Commercial/Financial/Legal or business-related diploma/degree 

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What will you do?

• To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties. 
• Responsible for management of branch reception and client support.
• Responsible for general branch administration.

What will make you successful in this role?

• Client service principles.
• Knowledge on the Insurance landscape and / or products would be advantageous.
• Knowledge of office management systems. 

Qualifications and Experience

Matric

• 1 - 2 years’ experience in an office coordination / clerical / administrative capacity.
• Experience within insurance branches would be an advantage.
• Client facing experience in a service environment would be advantageous