Jobs at Santam Insurance

What will you do?

The purpose of this position is to provide support to the Relationship Managers and is responsible for delivering quality service to customers, who could be either internal or external to Santam (including intermediaries, clients, partners and suppliers). The successful incumbent will provide support to address customer needs, concerns and issues.

What will make you successful in this role?

Principal accountabilities
• Prepare basic reports and statistics based on risk analysis.
• Communicate with internal stakeholders to provideinformation, feedback and follow through on queries and/or instructions.
• Address unusual and non-standard customer issues including underwriting and commercial related queries.
• Task related decision making within set policies and procedures.
• Research to assist in addressing non-standard underwriting issues.
• Update Relationship Manager reports.
• Create client profiles for identified risks.

QUALIFICATIONS AND EXPERIENCE
• Grade 12.
• FAIS compliance (60 credits Commercial Lines and 30 credits Personal Lines) preferred.
• RE 1.
• At least 2 years’ within the short-term insurance industry essential.
• At least 1 year Commercial Lines experience.
• Proven MS Excel experience essential.

KNOWLEDGE AND SKILLS
• Familiar with Word (basic), Qlikview, intranet and internet.
• Understanding and knowledge of Santam process.
• Understanding of all relevant customer support systems and processes related to all products.

COMPETENCIES
• Analytical thinking.
• Information seeking.
• Drive for results.
• Flexibility.
• Initiative.
• Emotional self-control.
• Customer service orientation.
• Self-confidence.
• Teamwork and cooperation.

Qualification and Experience

• Grade 12 with 2 to 3 years related experience.

Knowledge and Skills

• Recording of financial Transactions
• Reconciliations and query resolution
• Compliance with SOP's and SLA's

Personal Attributes

• Manages conflict - Contributing dependently
• Demonstrates self-awareness - Contributing dependently
• Optimises work processes - Contributing dependently
• Action orientated - Contributing dependently

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 dependently
• Customer focus - Contributing dependently
• Drives results - Contributing dependently
• Collaborates - Contributing dependently
• Being resilient - Contributing dependently

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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What will you do?

•     Financial reporting of designated investment cluster businesses
•     Management and statutory financial reporting, including consolidation 
•     Ensuring that financial records are maintained which are comprehensive, up to date, accurate and meet legal and regulatory requirements
•     Tax and VAT compliance
•     Project management of specific financial Cluster initiatives throughout the year
•     Stakeholder management with specific focus on business strategy and involvement in the various businesses of Sanlam Investment Group
•     Management of budget process of designated businesses
•     Assist with financial analyses or responsible for a division providing financial accounting services. 
•     Applies principles of accounting to analyse financial information and prepare financial reports. 
•     Compiles and analyses financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions. 
•     Prepares balance sheets, profit and loss statements and other reports to summarize and interpret current and projected company financial position for other managers. 
•     Audits contracts, orders and vouchers and prepares reports to substantiate individual transactions prior to settlement. 
•     Installs, modifies, documents and coordinates implementation of accounting systems and control procedures. 
•     May have supervisory and/or client relationship responsibilities.

What will make you successful in this role?

•     Experience within financial services would be advantageous
•     Experience in consolidations will be highly advantageous
•     Ideally 1-3 years’ experience within a Financial Accounting role

    Qualified CA 

• Qualification and Experience
• Degree or Diploma with 2 to 3 years related experience.

Knowledge and Skills

• Financial Queries and Recommendations
• Financial Controls
• Financial Reporting
• Financial Information Review
• Financial Analysis

Personal Attributes

• Communicates effectively - Contributing through others
• Financial acumen - Contributing through others
• Decision quality - Contributing through others
• Optimises work processes - 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
• Cultivates innovation - Contributing through others
• Customer focus - 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 ensure 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.