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Santam Limited is the largest short-term insurer in South Africa, with a market share in excess of 22%, providing short-term insurance products through broker networks and direct sales channels. The company was established in 1918 and offers personal, commercial, and corporate insurance solutions. Santam is a subsidiary of Sanlam Limited and has been listed ...
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What will make you successful in this role?
- The role of a surveyors is to understand all types of risks and its exposures that we write and provide a view on whether continued business is viable.
- This required risk surveyors to be highly technically skilled.
- The risk information provided by the surveyors allows the organisation to determine whether the risk will be treated, tolerated, terminated, or transferred.
- This function is at the core of capabilities provided by the risk surveying team.
- The role of the risk surveyors translates Santam’s aspiration of being a risk management partner into action.
- The surveying role is a critical function within risk services.
- Surveyors conduct site inspections and evaluate risks based on information provided by clients, and by desktop reviews of previous surveys and information and photographs provided by clients and brokers.
- This role allows for a surveyor to work independently and to assess risks according to Santam’s and National standards.
- This position may have a supervisory function in that it may need to oversee the surveyors in the risk survey setting, and provide on the job training, and do quality reviews of the work submitted.
- The surveyor will work within the prescribed parameters of the role and the relevant Head Surveyor.
- This role may have a consulting function where the surveyor will be called upon to consult on risks and to provide advice to Surveyors, Underwriters, Relationship managers, Technical managers, Brokers and Clients regarding the risk and alternatives to the risk reduction requirements.
Leadership/People Management:
- Mentor Surveyors to provide improved survey reports and upskilling staff in the understanding of the various risks and legislation and standards.
- Closely collaborate with Property Underwriting Specialist to continuously improve Santam’s surveying capability.
- Ensure service excellence in all survey interactions for all team members.
Survey delivery requirements:
- Conduct surveys within the required SLA.
- Achieve the agreed productivity levels.
- Provide feedback and corrections to supervised surveys.
- Provide feedback on all queries received.
- Provide the appropriate advice to clients, Brokers and internal staff as required.
- Review external survey report and provide feedback.
- Understanding all the legislative requirements/Bylaws.
- Understanding the area of operations and hazards (Geographical areas and risks associated) (Process in respect of production and the function and safety of the machinery).
- Interact with various stakeholders (distribution, operations, underwriting and intermediaries) to ensure delivery of our world class surveying competency.
- Provide feedback and comment on rational designs.
Stakeholders:
- Engage with internal and external stake holders (Broker Distribution, Operations etc.) to get buy-in and understanding of our need to survey risks and ensure effective execution of survey processes.
- Provide surveying guidance and support to all Santam Group companies including MiWay, SEM, Namibia and Specialist business as required.
- Engage with external stakeholders (brokers) to educate/ inform, where relevant, and explain survey processes or risk reduction requirements.
Qualifications and Experience:
- 7+years of risk surveying or related experience
- Matric and ideally Fire Service Qualification, Technical Engineering Degree or Diploma, or relevant qualification, Minimum NQF level 4
- Valid driver’s licence
- Computer literate on Excel, Word, Presentations, etc.
- Competency at previous level and proven competence at risk surveying with experience in retention class and exposure stipulated above.
- FPA advanced courses, risk prevention strategies and technical training for related risks e.g. advanced level - High hazard risks, thatch, etc.
- Mentorship and coaching ability
Skills:
- Ability to learn and research.
- Ability to manage own work environment.
- Good analytical and problem-solving skills and abilities.
- Communication Skills.
- Understanding of basic fire hazards, firefighting, risk identification.
- Basic report writing.
- Use of MS Office Products.
- Use of policy information systems.
- Work in other regions.
- Capacity to operate under pressure.
- Self-starter.
- Knowledge of Underwriting and underwriting processes.
- Knowledge of the policy wording.
- Mentorship and coaching.
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What will make you successful in the role:
- Supporting sales strategy and business plan for the individual broker
- Establish and manage strong relationships with brokers including business managers
- Growth of allocated broker portfolio
- Work with brokers in developing a business plan to grow business
- Assist in identifying new potential brokers and opportunities for business growth
- Awareness of competition and market information
- Facilitate the sales process and ensure that brokers deal with correct channels
- Facilitate sale of quotes
- Monthly analysis of figures down to broker level
- Report at Broker Services regional meetings
Qualifications and Experience:
- Completed grade12/matric qualification
- Insurance related qualification will be advantageous
- 60 Fais credits on NQF level 4
- A minimum of 3 years personal and commercial lines experience in an operational insurance environment
- Sales experience in the financial sector
- Experience in maintaining and growing a profitable portfolio of commercial and personal insurance
Knowledge and Skill:
- Technical product knowledge w.r.t. short term insurance
- Technical underwriting knowledge
- Good communication skills (verbal and written)
- Fully bilingual in English and Afrikaans
- Excellent inter-personal and problem solving skills
- Influential and negotiation
- Conflict management skills
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Principle accountabilities include but not limited to:
- Contract management and administration support which includes but not limited to checking of contracts and loading thereof onto requisite systems
- General admin support for the smooth running of various processes that impact the team and client engagement.
- Payments processing and co-ordination
- Arrangement of travel and accommodation for the team, including reconciliation of travel expenditure
- Provide support for co-ordination of audit related actions for the team
Qualification and Experience:
- Matric at minimum but a tertiary education in insurance related studies would be advantageous.
- Minimum 3 years experience in an Administrative Support role, ideally within an insurance environment
Knowledge and Skills:
- Attention to detail
- Building network and good relationships
- Concise communication skills
- Computer literate and good working knowledge of MS office
- Problem solving
- Learning and researching
- Teamwork
- Understanding of underwriting is a key advantage
- Planning and organising
- Conflict management
- Project co-ordination ideal
- Time management
- Prioritisation
- Stakeholder management
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RESPONSIBILITIES;
- Administer supplier onboarding, invoicing and payments (load payments, manual requisitions, foreign requisitions)
- Reconcile credit card (upload invoices, allocate payments)
- Administer employee expense claims
- Review and approve ad hoc client transactions in the Policy Administration System
- Generate monthly premium bordereaux
- Provide monthly financial reporting and variance analysis for management expenses and revenue
- Ad hoc reporting and analyses
- Assist with presentations to Exco (and Board)
- Manage annual budget cycle and monthly forecast processes
- Monitor results against long-term strategy targets and report on results
QUALIFICATION AND EXPERIENCE/SKILLS:
- Undergraduate degree in Finance or Accounting
- Five years or more experience in a Financial or Accounting position.
- Working experience in the Insurance or financial services industry.
- Computer literate (intermediate to advanced)
- Excellent attention to detail
- Ability to work independently and meet deadlines
- Communication and collaboration with stakeholders and suppliers
- Professionalism
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What will make you successful in this role?
- To provide the Santam Group EXCO and senior management with strategic legal advice regarding legal challenges as well as legal solutions in respect of:
- Distribution and procurement business models in operation from time to time as and when the law changes and opportunities present themselves;
- Insurance law-related matters with specific focus on the legal aspects pertaining to the claims management philosophy and claims settlement processes;
- Legal aspects pertaining to general commercial relationships and corporate actions;
- Legal aspects pertaining to product development, underwriting and policy wording.
- To provide the Santam Group EXCO with strategic legal advice in respect of legal risks facing the Group and providing strategic solutions to successfully address these risks.
- Keep senior management informed of legal developments impacting the general insurance industry that will potentially affect business.
- To lead and manage the corporate legal team to effectively manage Santam legal and regulatory risk within a rapidly changing and challenging environment.
- Manage relationship with external legal service providers including overseeing legal matters requiring external legal assistance.
- Build strong working relationships with the legal resources within Santam Group subsidiaries and the Sanlam Group.
- Build strong working relationship with key external stakeholders such as regulators, industry associations, Ombudsman, legislative authorities etc.
Qualification;
- Law degree and admittance as an attorney or advocate.
Knowledge and Experience:
- 10 years post-admittance corporate legal managerial experience (preferably in a general insurance environment)
- Insurance and reinsurance experience will strengthen the application
- Experience in leading internal corporate legal teams in a dynamic corporate environment
- Experienced in leading negotiations on complex, high value agreements.
- In-depth knowledge of relevant corporate governance and risk management legislation, codes and regulatory requirements that impact the insurance industry
- Strong leadership capabilities is key to optimising the performance of a team and building credibility across the organisation
- Understanding and knowledge of the financial services industry legislation and regulatory framework
- Compliance with internal Fit and Proper requirements and applicable qualification for holding such role as may be prescribed by law
Skills:
- Strategic thinking skills
- Problem-solving analytical capabilities
- Ability to conceptualise beyond the parameters of the legal discipline in order to gain a comprehensive understanding of the overall business of the Santam Group so as to be able to effectively advise regarding the legal impact of strategic decisions
- Stakeholder management skills – ability to build and maintain effective relationships with internal and external stakeholders including legal firms
- Influencing and negotiation skills
- Excellent interpersonal, communication and networking skills across all levels
- Dealing with confidentiality
- Ability to draft and manage complex legal documentation within a fast paced corporate environment
- Ability to ‘think-out-of-the-box’ / lateral thinking / problem solving mentality
- High initiative/self-starter/proactive and anticipate requirements
- Professionalism, excellent judgement and use of discretion
- Ability to work and make decisions independently
- Computer literate (Excel, Word and PowerPoint)
- Ability to travel regularly
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WHAT WILL YOU DO:
- The candidate will be expected to perform (but not limited to) the following secretarial duties:
- Managing the management teams’ calendar, screen incoming calls and correspondence and respond independently when possible.
- Employee administration and general administration
- Liaising with external business partners
- Arranging and coordinating all meetings
- Preparing presentations
- Arranging travel plans and itineraries (local and international)
- Preparation of records such as agendas, notices, minutes and resolutions for meetings, including minute taking.
- Budget management and reconciliations
- Coordinating and compiling all executive and management reports
QUALIFICATIONS AND EXPERIENCE:
- Grade 12 with a secretarial diploma/qualification
- Computer literate (advanced level of MS Office)
- Current experience with regards to preparing presentations
- Proven track record as a personal assistant.
- Experienced at working with highly confidential information.
SKILLS:
- Proficient in English
- Strong verbal and written communication skills
- Excellent interpersonal, communication and networking skills
- Strong client service orientation
- Ability to work under pressure
- Good judgement
- Strong attention to detail
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This role is focused on, but not limited to; servicing broker requests, including enquiries;
- Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
- Dealing with general insurance and policy specific enquiries;
- Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
- Assisting to resolve all insurance queries within required timeframe and compliance requirements;
- Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
- Undertaking to adjust premiums in line with new asset values;
- Managing client expectation on expected turnaround times for submitted requests;
- Adhering to underwriting criteria and regional requirements;
- Assist with profiling the client with the best suitable product and underwriting criteria;
- Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
- Assisting in implementing solutions for improvement; and
- Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
QUALIFICATIONS AND EXPERIENCE:
- Matric/ Grade 12
- 60 commercial lines FAIS credits
- A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous
- Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
- Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets
KNOWLEDGE AND SKILLS:
- Excellent verbal and written communication skills
- Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
- Ensure adherence to quality, compliance and accreditation standards
- Conduct efficient administration
- Optimising work processes
go to method of application »
This role is focused on, but not limited to; servicing broker requests, including enquiries;
- Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
- Dealing with general insurance and policy specific enquiries;
- Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
- Assisting to resolve all insurance queries within required timeframe and compliance requirements;
- Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
- Undertaking to adjust premiums in line with new asset values;
- Managing client expectation on expected turnaround times for submitted requests;
- Adhering to underwriting criteria and regional requirements;
- Assist with profiling the client with the best suitable product and underwriting criteria;
- Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
- Assisting in implementing solutions for improvement; and
- Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
QUALIFICATIONS AND EXPERIENCE:
- Matric/ Grade 12
- 60 commercial lines FAIS credits
- A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous
- Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
- Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets
KNOWLEDGE AND SKILLS:
- Excellent verbal and written communication skills
- Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
- Ensure adherence to quality, compliance and accreditation standards
- Conduct efficient administration
- Optimising work processes
go to method of application »
This role is focused on, but not limited to; servicing broker requests, including enquiries;
- Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
- Dealing with general insurance and policy specific enquiries;
- Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
- Assisting to resolve all insurance queries within required timeframe and compliance requirements;
- Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
- Undertaking to adjust premiums in line with new asset values;
- Managing client expectation on expected turnaround times for submitted requests;
- Adhering to underwriting criteria and regional requirements;
- Assist with profiling the client with the best suitable product and underwriting criteria;
- Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
- Assisting in implementing solutions for improvement; and
- Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
QUALIFICATIONS AND EXPERIENCE:
- Matric/ Grade 12
- 60 commercial lines FAIS credits
- A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous
- Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
- Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets
KNOWLEDGE AND SKILLS:
- Excellent verbal and written communication skills
- Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
- Ensure adherence to quality, compliance and accreditation standards
- Conduct efficient administration
- Optimising work processes
Method of Application
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