Jobs at Sanlam

Responsible for increasing and protecting the organisations market share in the agricultural segment through a pro-active and planned marketing strategy. Required to attend various public functions, seminars, farmers’ days/shows. Research emerging farmer markets and investigate the feasibility of projects. Responsible to grow the agricultural credit book and provide technical, economic and financial information to the agricultural segment. Responsibilities include promoting crop insurance and assisting and advising brokers in the preparation of competitive insurance quotes.

What will make you successful in this role?

Business Planning

• Contribute/participate/prepare area reports and presentations (can be regional as well as at a senior level).
• Assist/drive profitability by improved cost managements (commission, management expenses, assessment cost).
• Assist in/produce analysis of existing clients and segments.
• Provide input to marketing ideas.
• Identify opportunities to market the brand. Events budget, invite the intermediaries and participate.
• Analyse of existing clients and segments.

Loss Assessments

• Performing assessments.
• Manage part-time assessors.
• Train assessors in collaboration with technical insurance services.
• Performing control/inspection assessments and re-assessments where complaints are logged on assessments.

Distribution Channel Management

• Advise intermediary on appropriate channel selection.
• Take ownership and manage channel solution implementation at intermediary level.
• Manage sales function, quotes (large quotes), channel conflict or under quoting, NQR etc.

Claims Resolution

• Conducting claims estimates on allocated business/portfolio.
• Facilitate resolution of queries at any point of claim by understanding end-to-end claims process (registration, assessment, settlement, repudiation, dispute handling etc.).
• Interpret policy wordings against claim situations.
• Analyse and report on claims drivers affecting portfolio growth and profit, such as frequency, average cost per claim (acpc), severity etc.
• Manage ex gratia requests by assessing merits (loss against policy cover, policy and intermediary history) and create business cases for management consideration.
• Maintain close network relationships with claims handlers, assessors etc.

Internal Networking

• Build relationships with business and insurance support, facilitate the resolution of queries and issues with claims.
• Contract and monitor service levels with support units.
• Build effective working relationships with RM, RU, assessors and advisors.
• Attend and participate in quarterly distribution planning meetings.
• Manage escalations, exceptions and service interruptions in the different channels.

Crops

• Understand the climatic needs for each crop, as well as the genetic differences between cultivars.
• Able to distinguish the problems regarding weeds, diseases, nutrition, insects etc.

Farming Methods

• Understand the need for, and the effective use of equipment and machinery.

Qualification And Experience

• Grade 12
• H Dip degree in Agriculture (preferably with horticultureas a subject)
• FAIS compliance: 60 credits Commercial Lines 30 credits and Personal Lines 30 credits
• Driver’s licence
• RE 1

Experience

• 2 - 3 years’ specialised crop experience from entry level.

Knowledge And Skills

• Business management
• Negotiation
• Sales
• Conflict management
• Presentation skills
• Writing skills

Competencies

• Analytical thinking
• Information seeking
• Conceptual thinking
• Results driven
• Takes initiative
• Integrity
• Emotional self-control

go to method of application »

The role of the Business Analyst is to ensure the smooth and effective running of relevant intermediary (electronic) tools and applications, ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience. The role is also responsible to reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role also manage and take ownership of allocated projects/tasks, as well as assigned resources.

What will make you successful in this role?

• Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases
• Analyse & design new business processes
• Define & design changes to existing processes as required & ensure integration of changes into process environment
• Work with the Application manager, architects & other team members to define non-functional requirements (including metrics & performance goals) for the application
• Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements
• Participate in quality management reviews throughout the SDLC to ensure requirements are fulfilled
• Perform testing to ensure that business requirements have been met

Qualification & Experience

• Relevant diploma or degree
• Business Analyst qualification will be advantageous
• CFP qualification will be advantageous
• At least 5 years related experience within Financial Services

Knowledge & Skills

• MS: Office (Excel, Word, PP)
• Sound financial services industry knowledge/context
• Financial Product knowledge / Product life cycle knowledge
• Sales advice processes/steps/standards/guidelines
• Sales tools, calculators and aids
• Content management processes and guidelines
• Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.)
• Sales processes
• A good understanding of the system development life cycle