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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Overall purpose of the role:
- The Disability Claims Operations Manager is responsible for overseeing and leading the operations of multiple disability claims teams, ensuring the efficient and effective administration of claims in alignment with business objectives.
- This role focuses on driving process optimization, maintaining service excellence, and enhancing team performance while ensuring strict adherence to company policies, risk management frameworks, and regulatory requirements.
- Additionally, the Disability Claims Operations Manager plays a critical role in fostering stakeholder engagement, ensuring customer satisfaction, and leading continuous improvement initiatives to support the organization's strategic goals.
Key Responsibilities:
Operational Leadership and Efficiency
- Oversee and coordinate the operations of three New Claims Administration teams, one Review Administration team, one Adjustment (income payment) team, and three Senior Technical Specialists responsible for payment quality control and approvals.
- Ensure seamless execution of operational processes in alignment with company objectives, compliance requirements, and industry best practices.
- Monitor key performance indicators (KPIs), identify performance gaps, and implement corrective measures as needed.
- Manage workflow distribution and resource allocation to maintain service levels and optimize operational efficiency.
- Monthly and quarterly service level reporting.
Key Responsibilities Continues:
Driving Results Through People
- Lead, inspire, and develop team members to foster a culture of high performance, accountability, and collaboration.
- Conduct regular coaching, mentoring, and performance feedback sessions to build individual and team capabilities.
- Implement performance management frameworks to track progress, recognize achievements, and address performance challenges.
Customer Service Excellence
- Ensure efficient and accurate claims processing to deliver a positive customer experience.
- Drive the adoption of customer service best practices to enhance client satisfaction and retention.
- Proactively address and resolve customer concerns, ensuring effective escalation management and timely resolution of queries.
- Maintain and continuously improve service levels and turnaround times in line with SLAs and KPIs.
- Managing client and intermediary complaints, ensuring these are resolved within service levels.
Key Responsibilities Continues:
Performance Optimisation and Continuous Improvement
- Identify and implement process improvements to enhance efficiency, accuracy, and scalability.
- Develop and maintain reporting structures to monitor claims performance, identify trends, and assess risk exposures.
- Ensure compliance with internal policies, regulatory requirements, and industry standards to mitigate operational risks.
- Collaborate with internal stakeholders to drive cross-functional improvements and achieve shared business objectives.
- Manage the limited IT function within the team, ensuring system integration where required and in specifying new IT requirements.
- Promote a culture of continuous learning, innovation, and engagement to build a resilient and high-performing workforce.
Qualification and Experience:
- B. Comm or related tertiary qualification or an equivalent number of years of practical experience in a similar role.
- Previous management experience in disability claims operations or a related field.
- Sound knowledge of claims processes and procedures.
- Reasonable knowledge of group risk products, processes, and services within the Sanlam Employee Benefits environment would be advantageous
- Understanding of rules and policy regulations related to disability schemes and funds.
Knowledge and Skills:
- Proficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook) for reporting and analysis.
- Strong leadership, coaching, and mentoring abilities.
- Exceptional communication and stakeholder management skills.
- Ability to identify risks and implement risk mitigation strategies.
- Strong problem-solving and decision-making capabilities.
- High attention to detail and a proactive approach to issue resolution.
- Ability to work under pressure and manage multiple priorities effectively.
Additional information:
- The role requires close collaboration with internal and external stakeholders, including clients, brokers, and various business units.
- Travel may be required for client meetings and operational engagements.
- The position plays a strategic role in driving customer-centric transformation initiatives.
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What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
go to method of application »
What will you do?
- As a team player in the SGT SAP CoE team, you will be required to deliver system design, configuration and testing services relating to SAP S/4HANA Procurement (MM) and Sales & Distribution (SD).
- You will be required to deliver expertise in support of business-as-usual system changes, for both standard and bespoke using the SAP S/4HANA Procurement solution, including the SAP Fiori applications. You will be required to act as subject matter expert on latest SAP development tools and provide expert technical advice to business analysts and business stakeholders in search of SAP system solutions.
What will make you successful in this role?
- Lead solution design, system configuration, testing, and delivery of best-in-class capabilities related to the Digital Core program supporting SAP S/4 HANA Procure to Pay (P2P) and Quote to Cash (Q2C); and Sales & Distribution (SD).
- Design IT solutions for Enterprise supporting P2P, Q2C and SD business processes in alignment with the company’s strategic vision.
- Support the Business as Usual through the process of Jira incidents.
- Manages Business workshops and business interactions for SAP MM and SAP Vendor Invoice Management (VIM) solution adoption. E.G experience with KOFAX.
- Interacting with clients at all levels to understand the business requirements to prepare the functional specification, configuration, testing, migration, support and continuous enhancements.
- Identifies, assesses and solves complex business problems for area of responsibility.
- Closely follows the strategic direction set by senior management when establishing near-term goals.
- Interacts with senior management on matters where they may need to gain acceptance on an alternate approach.
- Have some latitude in decision-making acts independently to determine methods and procedures on new assignments.
Qualification
- Grade 12
- Bachelor’s degree in Information Systems / Information Technology or a Bachelor’s degree in Commerce.
- SAP MM or SD certification is preferred, but not required should the candidate have sufficient experience in the MM domain.
Experience
- More than 8 years of experience as an SAP MM/SD Consultant with at least 2 end-to-end implementation projects and support experience.
- Experience in SAP Procurement and Supply Chain Management.
- Configuration Experience.
- Strong Background and hands on experience on SAP P2P, Q2C, Order management, SCM Products required.
- Proven ability to work in Business as Usual BAU “Run” environment.
- Working experience with Solution Manager, JIRA, Confluence.
Knowledge & skills
- SAP/4 HANA procurement skills, sourcing including good issuing and receipting principles.
- Q2C skills: Quotation Management, Contract Management, Sales Order Processing, Distribution, Billing and pricing management.
- Master data management skills in the Procurement area.
- Extensive knowledge of S/4 HANA P2P, Q2C and SD solutions.
- Proactive and the ability to work independently and against tight deadlines.
- Knowledge of Master Data Governance (MDG) will be advantageous.
Ability to :
- Interpret and interrogate written requirements
- Prioritise tasks based on operational needs
- Deliver in accordance with strict deadlines
- Work with competing priorities and changing requirements
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Job Purpose
- To be responsible to oversee and actively lead the Claim Team’s total operational capabilities and output, to support the business and client service strategy.
- In this role you will function as a subject matter expert and act as a point of escalation.
- You will also advise and support in the analysis, development, and implementation of best practices across the servicing value chain.
Key outcomes
The following outcomes will be expected to be achieved by the Client Service Support Manager Operations:
- Implementing, evaluating and ensuring that the team’s day-to-day strategy supports the overall business strategy
- Being part of sub-committee preparing death claim recommendations to Trustees of the Personal Portfolios RA and Preservation funds
- Ensuring that your team performs according to contracted performance areas to deliver the highest level of service to stakeholders
- Continuously evaluating and improving processes to ensure effectiveness and efficiency
- Pro-actively identify and manage operational risks
- Identify ways of promoting accuracy and maximising productivity within the team
- Ensuring effective communication across the department
- Assisting with the implementation of changes to existing products and processes as well as new products
- Maintaining high levels of teamwork within Operations team, different departments and external parties in order to resolve client queries
- Evaluating problems regarding service issues and enquiries to determine their importance and urgency, perform investigations when necessary and respond with an appropriate solution in a timely manner
- Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients
- Building and maintaining professional relationships with intermediaries as well as other internal and external stakeholders
- Willingness to do presentations to relevant stakeholders
- Managing multiple, simultaneous reports, projects and deadlines
- Having and maintaining a technical understanding of all Glacier offerings and the ability to apply that understanding to daily outputs
- Effectively managing workforce capacity to ensure optimal resource allocation, balancing workloads within the team to maintain high service levels.
- Constant mentoring and coaching of team members
- Providing regular feedback to team members which includes having set monthly discussions
- Staff development
- Seeing to the overall well-being of the team and meeting their needs and expectations where necessary
- Implementing and monitoring workflow management strategies to optimize task distribution, streamline processes, and improve turnaround times
- Reporting and data analysis output
Qualifications and experience
- Matric with relevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma)
- Minimum 5 years’ proven people management experience within Financial Services Industry
- Experience in the LISP industry will be to your advantage
- FAIS (RE5) qualification will be to your advantage (or to be completed as soon as possible)
- Knowledge of section 37C process to assist with death claim recommendations
- Knowledge of Retirement, Death and Divorce process
- Experience with process improvement methodologies
- Ability to develop and implement process controls to reduce risk to the business
- Strong analytical and problem solving skills
- Strong interpersonal and client relationship skills
- Strong communication skills (both verbal and written)
- Proven ability to work independently and proactively
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What will you do?
- The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Partners Absa (GPA) (Investment Channel) strategy. This role will be responsible for servicing Cape Town and surrounding areas.
Key outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Targets and inflows
- Service an existing GPA supporting Intermediary client base
- Source and introduce new Intermediaries to Glacier
- Support and collaborate with all the relevant Broker Corporate and Independent Intermediary business structures
- Attract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed Products
- Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
- Ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)
Growing the business
- Develop and implement a business plan for GPA (sales volumes, investment education and training, marketing, and client services – administration, digital usage of GPA system, and growing the support base)
- Implement an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service providers
Knowledge and education
- Train, educate, and develop the Intermediary’s and Intermediary’s support staff on all GPA (Local | International | Structured Products | Guaranteed Products)
- Train and facilitate the use of GPA digital strategy/tools and EI.
- Supply accurate investment, product, fund, services and investor information
- Facilitate or identify Intermediary needs – technical information, technology, reporting and developing a profitable practice
Marketing and Sales initiatives
- Support investment projects and campaigns (marketing support)
- Participate in investment product implementation (presentations, product development & client service support)
People Practices
- Co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)
Qualifications and experience
- Relevant financial / investment qualification (Honours level is recommended)
- CFP
- Fais exam is advantageous
- At least 5 years’ experience in a similar role within a Linked Service Provider and/or Investment Management Company is recommended
- Supporting and developing of intermediary (IFA) practices
- Proven Sales related track record
- Technical knowledge about retail investments, retail investment industry
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clien portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
Job Purpose
- The role is responsible to plan and supervise a specific functional area within the Investment Administration team (i.e. Switches, Transfers and Estates, New Business, Client Communication, Repurchases, Bulk, Maintenance, Indexing) thereby ensuring smooth running of day-to-day processes and procedures. To advise and support in the analysis, development, and implementation of best practices across the servicing value chain.
Key Outcomes
The following outcomes will be expected to be achieved by the Team Leader:
- Assist the Manager with implementing, evaluating, and ensuring that the team’s day-to-day output is in line with the servicing value proposition, and supports the overall business strategy.
- Drive accountability for the team to perform according to contracted performance areas and to deliver the highest level of service to stakeholders.
- Ensuring daily control procedures are adhered to, and pro-actively identify and report on operational risks.
- Continuously evaluate and report on process improvements to ensure effectiveness, efficiency, and risk management.
- Mentoring and coaching of team members, including coaching in effective query management and resolution.
- Identify ways of promoting accuracy and maximising productivity within the team.
- Ensuring effective communication with internal and external stakeholders.
- Assisting with the implementation of changes to existing products and processes as well as new products.
- Maintaining high levels of teamwork within the Operations team, different departments, and external parties to resolve client queries.
- Evaluating problems regarding service issues and enquiries to determine their importance and urgency, perform investigations when necessary and respond with an appropriate solution in a timely manner.
- Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients.
- Building and maintaining professional relationships with intermediaries as well as other internal and external stakeholders.
- Having and maintaining a technical understanding of all Glacier offerings and the ability to apply that understanding to daily outputs.
- Identify training needs and talent within the team and assist with the implementation of effective training and development, both on the job and via external courses if applicable.
- Seeing to the overall well-being of the team and meeting their needs and expectations where necessary.
- Assist the Manager with performance reporting and data analysis.
- Contribution to ad hoc projects aimed at streamlining processes and helping ensure that it is successfully implemented within the wider team.
Qualifications and Experience
- Grade 12
- Relevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma) advantageous
- Completed Sanlam Team Leader course advantageous
- A minimum of 5 years’ experience within the LISP industry
- Consistent good KPA performance over the past 5 years
- Experience with process improvement methodologies
- Strong analytical and problem-solving skills
- Strong interpersonal and client relationship skills
- Strong communication skills (both verbal and written)
- Proven ability to work independently and proactively
- Excel proficiency at an intermediate level will be to your advantage.
What will make you successful in this role?
Qualification and Experience
- Grade 12 with at least 6 years related experience.
go to method of application »
What will you do?
Job Purpose
- The Lead QA Engineer is responsible for developing, implementing, and maintaining Glacier’s test automation framework and to provide support to all IT Development teams. The Lead QA Engineer will provide for enough automation coverage that will guarantee comprehensive regression testing and quality.
Key Outcomes
The following outcomes will be expected to be achieved by the Lead QA Engineer:
- Create and run automation scripts
- Collaborate the Lead testers / Test analysts / Devs / Architects to ensure sufficient automated regression testing coverage
- Investigate defects and log defects (where required)
- Responsible for distributing Automation reports on a regular basis
- Keeping libraries and services up to date
- Mapping of controls and adding it to application code
- Support IT Development teams to deliver on their sprint testing goals
- Joint responsibility with Test analysts of maintaining automation datasheets
- Serve as the test automation subject matter expert
- Optimize automation scripts to ensure maintainable code
- Ensure stability of the automation framework and environment
- Recommend and initiate enhancements to the current automation framework to ensure relevance
- Provide input to the automation strategy to ensure increasing value-add within the functional testing process
- Mentor and guide junior automation engineers
Qualifications and Experience
- Relevant IT qualification
- 4+ years' experience in automation scripting and automation tools
- 5+ years Functional testing experience
- Knowledge and experience in Selenium, SpecFlow, Visual Studio, Appium, Desktop Automation
- Experience in Back-end development, using C# and JavaScript
- Building Automation Frameworks e.g. BDD, AzureDevOps CI/CD, API Testing, WCF services etc
- Experience in Front-end development, using HTML5, WPF or any other popular JavaScript libraries
- Knowledge and experience of the following processes and methodologies:
- SDLC and Testing Life Cycle
- Scrum Methodology
- Prior experience in the financial services industry would be preferred
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 5 to 6 years related experience.
go to method of application »
What will you do?
- The successful candidate will report to the SanlamAllianz Head of Actuarial Reporting for Life Insurance.
- The role is responsible for managing the life insurance actuarial function across an assigned portfolio of businesses in the SanlamAllianz portfolio. Specifically, this means taking responsibility for the actuarial governance and delivery in line with the overall SanlamAllianz requirements and processes.
- The role provides exposure to a wide range of actuarial disciplines, interaction with diverse stakeholders and cultures across various jurisdictions, businesses and a broad range of products within in the SanlamAllianz Life portfolio.
What will make you successful in this role?
- The key responsibilities set out below are primarily focused on the assigned portfolio of life insurance businesses, however, in the spirit of collaboration, the role will also be expected to make a broader contribution towards the continuous support and development of the SanlamAllianz Life actuarial function.
Management and Statutory Reporting
- Manage high quality, timeous and adequate actuarial reporting for management and statutory purposes based on overall SanlamAllianz requirements.
- Specifically, manage the delivery of actuarial valuations, value of new business, embedded value (EV) and the analysis of EV earnings, capital requirements including SAM solvency.
- Manage the delivery of asset-liability management and the experience analyses.
- Manage and report on financial soundness, specifically capital requirements and return on capital.
- Manage the delivery of actuarial content into the actuarial and life reinsurance and underwriting committees as per the annual planner.
- Participation in and oversight of local actuarial committees.
Planning, budgeting and profitability management
- Manage the actuarial delivery of the planning and budgeting process in alignment with overall SanlamAllianz requirements.
- Monitoring and managing risk, with an emphasis on financial risks.
Actuarial Governance
- Ensure the integrity of actuarial reporting by maintaining a robust control environment.
- Oversee the local actuarial teams and ensure high performance and compliance with SanlamAllianz standards.
- Ensure that model governance requirements and standards are met.
- Maintain and improve the internal control environment within the actuarial processes.
- Oversee an effective internal and external audit execution for actuarial.
- Drive ongoing improvement of actuarial systems and processes.
Strategic input, direction and alignment
- Support the local entities through discovering and sharing insights, participating in budgeting processes, analysing key financial and performance results, and providing technical actuarial support.
- Stay abreast of market trends, relevant legislation and events in appropriate statutory bodies.
Stakeholder engagement and relationship management
- Build, develop and maximise effective relationships and manage expectations with all relevant stakeholders including in-country finance and actuarial teams.
- Ensure that SanlamAllianz Life operates in accordance with relevant laws, regulation and actuarial and accounting standards applicable to its operations across all its markets and respective shareholder standards.
- Contribute to the interpretation and understanding of, as well as related adequate business responses to proposed regulatory and other external changes.
People Leadership and Management
- Contribute towards the ongoing technical and personal development support to the actuaries and students in the broader SanlamAllianz Life actuarial function.
- Contribute towards developing the talent and depth of the SanlamAllianz Life actuarial function.
- Provide leadership and direction to the relevant central and in-country stakeholders, teams and role players.
- Lead by example in demonstrating the organisation’s desired values and culture.
Qualification and Experience
- Fellow of the Actuarial Society of South Africa
- Minimum 5 years related experience in Financial Services
- Extensive experience in IFRS 9 and 17 valuations, EV, VNB and SAM bases
- A proven track record of high performance in managing self and a team
- Experience in managing complex environments and across a portfolio of life insurance companies
Knowledge and Skills
- A deep understanding of life insurance actuarial valuations, solvency, and products
- Knowledge of financial and actuarial IT systems, reporting, and problem-solving
- Expertise in financial risk management
- Strong leadership, influencing, and change management skills
- Excellent verbal and written communication abilities
- Proven business acumen
- The ability to inspire, motivate, and lead others effectively
go to method of application »
What will you do?
- As an Actuarial Assurance Specialist, the role will support the provision of independent assurance to the Board, Audit Committees and Management. The role is Cape Town based at Sanlam’s head office in Belville and will include assurance assignments over actuarial functions across the Sanlam Group (including travelling to execute assignments on-site within various Sanlam businesses in Johannesburg, rest of Africa, Malaysia etc).
Duties and responsibilities include the following:
- Support overall planning and execution of actuarial assurance assignments group-wide.
- Working with Group Actuarial & Risk Management to understand and execute on combined assurance.
- Planning and execution of specific audit assignments such as validation of actuarial and financial models, processes and controls around the management of market, credit and insurance risks, and actuarial and financial reporting under various internal and statutory bases, including SAM, Solvency II and EV.
- Assurance activities relating to governance – specifically the adequacy of risk management and actuarial control functions across the Group, as well as ORSA processes established under SAM and Solvency II and Head of Control Function reviews.
- Support in providing specialist assurance over the Group’s IFRS17 models. This relates to the control environments around actuarial data and modelling, actuarial processes, valuations and reporting functions.
What will make you successful in this role?
- A learning mindset, being inquisitive and a keen interest in new environments and actuarial concepts
- A consulting and business partner mindset
- Exceptional understanding of actuarial concepts including actuarial reserving processes and models
- Ability to manage stakeholder relationships with internal and external partners and service providers (this will include senior actuarial management across the Sanlam Group and the Heads of Audit and audit managers for the respective Clusters)
- A high level of attention to detail with excellent organizational skills.
- Good report writing skills
- Passionate and enthusiastic about excellence.
- A self-starter who identifies opportunities and potential problems, whilst being able to recommend future fit solutions.
Qualification and Experience
- Nearly-qualified or recently qualified Actuary, with 6+ years actuarial experience in life insurance and/or general insurance.
- Knowledge of SAM and/or Solvency II (Pillar 1 and Pillar 2/ORSA) and EV methodologies
- Working knowledge of IFRS17
- Working knowledge of balance sheet management, capital management, and investment risks
- Awareness of regulatory and governance developments
- Experience in an assurance function is advantageous)
- Experience with Prophet and/or Mo.Net is advantageous
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Method of Application
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