New Jobs at Santam Insurance

KEY RESPONSIBILITIES

Finance Support Functions:    

• Assist in coordinating, compiling and communicating various activities relating to Budgeting activities.
• Assist in coordinating, compiling and communicating various activities relating to Forecasting activities.
• Monthly checking and reconciliations in relation to BUSINESS UNIT Line of Business reporting.
• Investigating variances and dealing with queries.
• Tracking and reporting on Expense variances.
• Involvement in tracking and remediating issues relating to Credit Control functions impacting Age Analysis and Cancellation Reserve.
• All of the above will require building and maintaining close relationships and collaboration with our Santam Specialist Finance colleagues.

Project Support Functions:

• Project Financial and Cost management (accurate budgeting, actuals tracking, forecast projections, monitoring and control of expenses, invoicing, journals, general ledger queries and payments).
• Create and maintain comprehensive documentation, including project plans, task lists, progress reports, and meeting minutes.
• Create various dashboards and presentations.
• Attend demos and meetings relating to Group-driven initiatives and disseminate information to relevant stakeholders as is required.
• Assist Ops Team in planning, organising, and executing project activities, ensuring adherence to project timelines, objectives, and scope.
• Understand, translate, and champion the strategic and holistic needs of the business unit.
• Assist with Change Management requirements and activities as needed.
• Coordinate testing activities.
• Schedule and organise meetings and workshops.
• All of the above will require building and maintaining relationships with our Business Change colleagues.

Other Operational Responsibilities:  

• Produce and distribute routine and ad-hoc reports to internal and external stakeholders.
• Assist with any Regulatory, Risk or Governance activities that fall within the Ops Team’s area of responsibility eg. (but not limited to) – incident logging and or tracking, preparing stats for COB reporting, Business Continuity Plans, activities supporting Internal and External audits, Due Diligence requirements and processes.
• Participate/assist with Data Audits.
• Support with creation of process flows and SOP’s (Standard Operating Procedures).
• Assist with any activities relating to VOX (Voice of Experience) surveys.
• Review and update BUSINESS UNIT Operational Directives document. 

General Administration:

• Arrange and/or attend meetings (internal and/or external) as and when required.
• Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
• Attend to the production of general correspondence if and when necessary.
• Managing set-up and maintenance of MS Teams Groups and Channels.

QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree (or equivalent) 
• 3 - 5 years experience in the Insurance Industry 
• Ability to engage at Senior Management level 
• Excellent MS Excel knowledge and Experience (Advanced Level)
• Power point knowledge and experience (Advanced Level)

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What will make you successful in this role?

• Prepare basic reports and statistics based on risk analysis
• Communicate with internal stakeholders to provide information, feedback and follow through on queriesand/ or instructions
• Address unusual and non-standard customer issues including underwriting and commercial relatedqueries.
• Receive requests for and generation of quotations
• Task related decision making within set policies and procedures
• Research to assist in addressing non-standard underwriting issues
• Update RM reports
• Create client profiles for identified risks
• Building strong customer relationships and delivering customer-centric solutions

Qualification and Experience

• Matric or equivalent qualification
• FAIS accreditation required
• RE 5
• 3 - 5 years Marine Insurance experience

Knowledge and Skills

• Familiar with Excel, Word, Intranet, Kit
• Knowledge of Marine products