Sanlam

Actuary

• Develop and improve on the implemented ACTVAL solution to further aid the existing actuarial and financial processes
• Collaborate with SBI and traditional actuarial/finance functions in SLS
• Drive production knowledge and support of the ACTVAL solution
• Keep up to date with new techniques and trends in the evolving field of data modelling

Consultant – Actuarial Reporting Development

Financial Planning and Analysis

• Addressing day-to-day client queries
• Co-ordinate and attend client meetings where required, including drafting meeting agendas, notes and minutes.
• Supporting the preparation and circulation of client reports
• Supporting the new client process, including preparing tender documents, due diligences, onboarding documentation and KYC processes
• Act as a key interface between the client and the SIMM business, including other Sanlam distribution teams
• Contribute to the continuous improvement of investment and client processes
• Collaborate closely with the various teams, including investments, operations, finance and compliance
• Assist with special projects or strategic initiatives as required
• Support the Business Head in building out the value proposition, including collateral
• Conduct adhoc research and analysis where required

Client Investment Associate

Executive Assistant

• Managing the executive’s calendar, screen incoming calls and correspondence and respond independently when possible.
• Employee administration (leave, record keeping), general administration (orders, accounts and payments).
• Liaising with external business partners.
• Arranging and coordinating all meetings.
• Preparing of presentations.
• Keeping official corporation records.
• Arranging complex and detailed travel plans and itineraries (local and international), compiling documents for travel-related meetings.
• Arranging events or conferences by organising for facilities and catering, issuing information or invitations, coordinating speakers and controlling event budget.
• Directing preparation of records such as agendas, notices, minutes and resolutions for corporate meetings, including minute taking.
• Budget management and reconciliations.

Executive Personal Assistant

QA Engineer

• 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.
• Provides accurate product information to clients in line with standards and protocols.

Broker Quality Assurance Corrections Agent

Sales

• Provide sales and administration support to intermediaries, including quotations
• Assist the intermediaries with the relevant product information
• Process and monitor new business submitted
• Monitor and report on relevant sales information to intermediaries/management
• Support initiatives to increase the take up of technology with intermediaries
• Providing limited after sales service

Sales Support Assistant

Backend Engineer

• Contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients.
• Supporting the Branch Manager with administrative duties.
• Responsible for management of branch reception and client support.
• Responsible for general branch administration.

Branch Host

Customer Support

• Ensure that all communication and operational processes within Sanlam Umbrella Solutions adhere to regulatory requirements, internal governance standards, and brand guidelines
• Manage compliance-related documentation and support audits
• Drive clear, accurate, and timely communication to stakeholders, including clients, intermediaries, and internal teams
• Maintain accurate compliance records and assist with internal and external audits
• Ensure adherence to Treating Customers Fairly (TCF) principles and other governance frameworks
• Develop and manage client facing and internal communication material in line with brand and compliance standards
• Collaborate with marketing and product teams to ensure messaging consistency and accuracy
• Manage updates to forms, policy documents, brochures, and digital content
• Act as a liaison between compliance, product, and operational teams to ensure alignment
• Prepare compliance reports for management and regulatory bodies
• Identify and mitigate communication related risks

Product Support Specialist

• Provide data, administrative, and system support within the Medical division
• Manage case intake and validate data for HIV-related workflows
• Schedule and track program activities, maintaining audit trails
• Liaise with internal administrators and external stakeholders
• Ensure compliance with ASISA standards
• Troubleshoot and arrange requests on existing blood samples at Lab
• Back up administrative role for underwriting support to medical team
• Maintain operational trackers, SLAs and queue management systems for medical team
• Perform routine data checks and reconciliations

Medical Division Operational Support Specialist – PG 9

Content Writer

• Lead the UX writing craft and output across Sanlam Fintech, ensuring each project deliverable is of the highest quality
• Drive UX writing consistency across multiple projects: guide the direction, supporting the design lead with stakeholders and teams within the organisation as needed
• Define and inform content based on relevant business, technical, and design considerations
• Establish best practices and standards of writing for products within Fintech
• Create standards alongside other content designers and ensure that these maintain parity
• Evolve processes and cultivate continuity across all documentation and manage its distribution. Ensure product design (and other stakeholders) are enabled to leverage key content principles and patterns across projects
• Provide oversight and review of individual project team's work and assume overall accountability for it
• Present, explain and discuss decisions eloquently, and give feedback and input to improve overall outcomes
• Execute UX writing tasks and maintain a high quality of deliverables
• Collaborate with UX team members including other UX disciplines, Marketing, BA’s, Product Managers and other stakeholders to understand objectives and key business outcomes, user needs and behaviours to inform overall direction and solutioning

Senior UX Writer

Risk

• Identify, assess, and manage risks associated with Alternative Investments within portfolios and funds.
• Work closely with teams to develop and implement strategies mitigating financial and other relevant risks.
• Develop and maintain risk methodologies for alternative investment asset classes.
• Conduct in-depth analysis of risks associated with different Alternative Investment strategies.
• Perform scenario analysis and stress testing.
• Develop and implement risk mitigation strategies tailored to each Alternative Investment product.
• Monitor and report on the risk exposures of alternative investments on an ongoing basis.
• Ensure compliance with relevant regulations and industry standards regarding Alternative Investments.

Risk Manager

Underwriter

• Support Personal Lines and Outsourced Business
• Compiling, updating, reviewing and maintaining policy wordings, endorsements, addendums, terms, conditions, PPR/ Disclosure notices
• Provide sound claims and personal lines underwriting advice
• Ensure adherence to all regulatory requirements
• Create new underwriting guidelines and procedures if required
• Assist in formulating and sign-off of underwriting circulars and media articles
• Drive implementation and monitor results

Policy Wording and Technical Underwriting Specialist

Manager

• Manage all catastrophe (CAT) reporting for Outsourced Business.
• Communicate newly issued CAT codes to all binder holders.
• Obtain monthly CAT reports from binder holders and consolidate data into a single report.
• Provide increased frequency reporting during large CAT events as required.
• Obtain monthly claims data from binder holders, Santam stakeholders, and salvage service providers.
• Compile consolidated outsourced business claims reports and provide ad-hoc claims data as required.
• Define reporting requirements, provide reporting guidance, and deliver reporting training.
• Act as liaison between binder holders and Santam OB Claims for motor and non-motor salvage management.
• Support data accuracy, manage outstanding salvage documentation, and reduce turnaround times.
• Work closely with Santam Procurement to ensure binder holders use only approved salvage providers.
• Act as liaison officer for all recovered stolen vehicle queries.
• Build and maintain relationships with binder holders and other stakeholders.

Claims Reporting and Salvage Manager

Software Engineer

• Design, develop, and maintain robust applications using C# and .NET Core (6+)
• Build and maintain RESTful APIs and web applications
• Develop and optimize database solutions using MS SQL Server (2019+), T-SQL, and Entity Framework
• Create and maintain reports using SQL Server Reporting Services (SSRS)
• Develop modern front-end applications using Angular (version 13 or higher)
• Ensure application performance, scalability, and security best practices
• Collaborate with business analysts, QA teams, and stakeholders to deliver high-quality solutions

Senior C# Developer

Account Manager

• Manage allocated portfolio growth, retention, profitability and any other business relevant factors and agree growth plan.
• Work within a cluster and indirectly lead a team comprising of Service Consultants and Underwriters to deliver a service to the allocated portfolio of brokers.
• Reporting on performance against agreed targets.
• Identify and develop sales opportunities.
• Provide Training to brokers.
• Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
• Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels, available products and any compliance requirements.
• Establishing strategies to further grow the portfolio and contribute ideas, leadership and innovation.
• Utilize technology to manage data and the performance of the portfolio under management.
• Prospecting for new brokers as well as business development opportunities.

Relationship Manager – Heavy Haulage

Client Services Representative

• Capturing of investment related instructions received from various stakeholders accurately and timeously
• Verifying of Instructions received from various stakeholders
• Ensuring all instructions received comply with the business rules and legal regulations
• Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
• Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received
• Ensure that Workflow system is always updated with progress thereof.