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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Who are we?
Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.
What will you do?
- Management of Debit Order Billing Team
- Manage collections in line with DebiCheck Clearing rules
- Manage billing rules in line with collection strategies
- Improve and enhance Pay date Optimisation
- Manage Debit Order function, inclusive of daily submissions, allocations, posting and queries
- Manage effective Customer engagement and communication in line with PPR regulatory requirements
- Continuous analysis and improvement on SOPS
- Conduct data analysis and propose strategies to improve Retentions
- Relationship management with 3rd party vendors e.g Banks, Q-Link,
- Monthly Reporting on Debit Order Function
- Perform regular audits at appropriate intervals
- Error reporting, assessment and sign-off of system changes for Debit Order
- Analysis on exposure and impact of Macro-Environment aspects (strikes, etc)
- Conduct data analysis on all collection methods and propose strategies (Scheduled and Ad-hoc) to improve client retention
- Reporting on trends and advising on best practice
- Identify opportunities to improve the efficiency and effectiveness of internal processes
- Advise on process improvements to position premium collections as best in class in the market, inclusive of pilots on alternate collection methods and / or strategie
- Ensure all reports are accurate and delivered on time
What will make you successful in this role?
- Matric (Grade 12)
- At least 5 years relevant experience in a financial and analytical role within the collections environment of which two years in a supervisory role
- Computer skills
- Advanced MS Office (Excel, Access, PowerPoint)
- Well developed communication (written & verbal) skills
- Experience in the Financial Sector
Qualification and Experience
- Grade 12 with 5 to 6 years related experience.
Knowledge and Skills
- Support function management
- Operations Management
- Relationship Management
- Management of employees
Personal Attributes
- Optimises work processes - Contributing through others
- Builds effective teams - Contributing through others
- Decision quality - Contributing through others
- Directs work - Contributing through others
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
- The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
What will you do?
Outputs/Core Tasks:
The main focus of the role is to support the Fund Accounting team in Sanlam Life with reference to reporting of policyholder and shareholder reporting, as well as monthly reporting of policyholder and shareholder income statement elements within Group timelines, fund accounting system development (contribution to design and implementation) and testing.
Other key responsibilities include the following:
- Timeous month-end and quarter-end reporting of product profits.
- Shareholder and policyholder profit.
- Capital (balance sheet) reporting of the Fund Accounting Engine (FAE) by means of a product-based asset file and Shareholder Fund build-up.
- Reproducing of existing IFRS 4 FAE reports and processing in terms of IFRS 17, as well as dual reporting by October 2021.
- Mapping of Essbase and SAP income statement and balance sheet accounts to FAE (IFRS 4 and IFRS 17).
- Workbook optimisation and control check building.
- New system testing (SAP and new IFRS 17 accounts) and implementation of supporting workbooks.
- Process documentation of all deliverables in an easy understood step-wise manner.
- Cash balance sheet management (Internal Finance) to ensure that shareholder cash balances are accurately tracked and loans (outstanding and prospective) are actively managed.
- Analytical review of investment surpluses.
- Collaborating with Actuarial Finance to ensure accurate application of accounting principles
- to the fund accounting system.
- Involvement in FAE testing and supporting the team to meet deliverables.
What will make you successful in this role?
Qualifications:
CA(SA) qualification
Experience:
- At least 3 years’ experience in a financial reporting environment.
- At least 1 years’ HFM experience.
- SAP S/4 Hana experience will be an advantage.
- IFRS 17 exposure will be an advantage.
- Finance project experience will be an advantage.
Knowledge:
- Good technical accounting knowledge.
- Sound Financial Services Industry knowledge, preferably within the Insurance Industry.
Competencies:
- Communicates effectively
- Decision quality
- Analytical thinking
- Cultivates innovation
- Concern for accuracy
- Plans and aligns
- Customer focus
- Collaborates
- Drives results
- Persuades
- Independence
- Nimble learning
- Being resilient
Computer skills (Excel advanced level)
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing Date : 24 May 2021
Our commitment to transformation
- The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
go to method of application »
Who are we?
- Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.
What will you do?
- Provide legal and technical advice and support to the Group Benefits staff on all legal matters pertaining to the business, TCF, policy provisions as well as general advice relating to products, operational practices and scenarios related thereto.
- Draft and amend contracts, policy documents and other legal documents (Intermediary Agreements, Binder Agreements, Administration Agreements, Service Level Agreements, Reinsurance Agreements, Lease Agreements etc.)
- Analyze legislation, industry codes etc. and provide guidance to the business regarding the impact on the business and assist with the implementation thereof.
- Identify and communicate current and anticipated legal issues.
- Sign off on all client facing documents (advertisements, marketing campaigns, application forms etc.) to ensure compliance with legislation.
- Cultivate and manage working relationships with a variety of stakeholders within Group Benefits and Sanlam Sky.
- Provide monthly and annual reports to the Legal Manager.
- Provide Legal training and development in terms of gaps identified in the business.
- Draft legal newsletters to educate internal staff as well as external stakeholders that do not have legal background on the regulatory dispensation.
- Keep in safe custody legal documents and ensure that the legal registers are up to date.
- Ensure that all legislative frameworks are up to date and reviewed annually.
- Identify instances where notifications should be submitted to the Financial Sector Conduct Authority and compile the notifications for submission: for example notifications relating to material changes to existing products, new products and terminations of group schemes.
- Have an in-depth understanding of Applicable legislation (Financial Advisory and Intermediary Services Act, Long Term Insurance Act, Long-term Insurance Act Regulations, PPR, Retail Distribution Review, Insurance Act, Financial Section Regulation Act, Protection of Personal Information Act, OPIA, Financial Intelligence Centre Act).
- Attend to ad hoc tasks (including but not limited to: attending workshops, assisting with complaints if needed etc.).
What will make you successful in this role?
Qualification & experience
LLB or equivalent legal Degree with extensive drafting and/or legal advisory experience
Knowledge and skills
- Min 5 years’ experience in Long Term/Life Insurance space or group life insurance (Group Risk and/or Funeral products)
- Min 5 years’ experience in the Financial Services Industry
- Have an in-depth understanding of the following legislation: - Financial Advisory and Intermediary Services Act, Long Term Insurance Act, Long-term Insurance Act Regulations, PPR, Retail Distribution Review, Insurance Act, Financial Section Regulation Act, Protection of Personal Information Act, OPIA, Financial Intelligence Centre Act
- Proficiency in MS Office is essential
- Well-developed communication skills both written and verbal
Personal qualities
- Communication (verbal and written)
- Planning and organizing
- Problem solving
- Analytical thinking
- Decision making
- Initiative
- Confident and decisive
- Results driven
- Adhering to principles and values
- Quality and detail orientated
- Pro-activity
- Achieving personal work goals and objectives
- Teamwork
- Coping with pressures and setbacks
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
- The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
go to method of application »
Who are we?
- Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits.
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
What will you do?
- Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.
- Effective servicing clients via telephone, mail and walk-in interactions with all retirement fund administrative matters
- Adhering to the implemented processes, policies and procedures and keeping to all Service Level Agreements
- Handling of general information requests from clients in a professional, effective and efficient manner
- Nurture and build strong relationships with internal and external clients
- Updating of member information accurately on system
- Outbound dialing will be required dependent on project specific tasks
- Support and contribute towards the Sanlam Digital Strategy
Qualification & Experience
- Matric/Grade 12
- Experience in a customer centric environment
- Knowledge of Financial Services would be advantageous
- Computer literate with proficiency in Microsoft Office (word, excel and Outlook)
- Competency in an African language
Knowledge and Skills
- Excellent interpersonal and written and verbal communication skills, especially telephone etiquette
- Drive towards client services
- Conceptual thinking skills with an ability to interpret business processes
- Able to handle difficult clients and resolve client matters
- Self-motivated with a strong focus on delivery
- Positive, innovative, energetic and a strong team player
- Able to work fast and accurate under pressure
- Client focused with good interpersonal skills
- Flexible and able to adapt to change
- Diligence and attention to detail
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
go to method of application »
Who are we?
- Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.
What will you do?
- Clear, tangible and timeous communication of plans to all relevant stakeholders
- Managing client facing documentation in line with regulatory and compliance requirements
- Data Handling in line with POPIA
- Effectively manage any OLTI complaints and implement process to improve overall client experience
- Special focus on adhering to the principles of TCF
- Manage Channel experience and feedback
- Participate in billing and collection initiatives to maximize collections
- Provide leadership, drive change, and facilitate process improvements
- Establish and enforce departmental and company policies and procedures
- Manages and ensures compliance with control objectives
- Supports internal and external auditors
- Promote organizational efficiency, needed change and continuous quality improvement
- Identify and implement opportunities for automation and improved efficiency
- Adhere to all Legislative requirements that govern collection function
- Improve client retention
- Month-end reporting of collection results across the business channels
- Resolve matters connected with project management
- Control Manex expenditure
- Reporting in line with business needs
What will make you successful in this role?
- Matric
- Relevant Business Degree in accounting Finance / Business
- 5+ years of supervisory experience in a similar role
Qualification and Experience
- Degree or Diploma with 6 to 8 years related experience.
Knowledge and Skills
- Pricing of services including introduction of new products and services as cloud solutions
- Recovery of costs for services
- Recovery Strategies
- Billing Queries and Reporting
Business Requirements
Personal Attributes
- Balances stakeholders - Contributing through others
- Financial acumen - Contributing through others
- Business insight - Contributing through others
- Manages complexity - Contributing through others
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Being resilient - Contributing through others
- Collaborates - Contributing through others
- Customer focus - Contributing through others
- Cultivates innovation - Contributing through others
- Drives results - Contributing through others
Turnaround time
- The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
- The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Method of Application
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