Sanlam

Learning and Development

• Design and deliver targeted training that strengthens product and technical claims capability
• Facilitate training sessions, both in person and virtual
• Collaborate with subject matter experts to ensure training content is accurate, relevant, and aligned with business needs
• Evaluate the effectiveness of training interventions and recommend improvements

Claims Product Training Consultant

Risk

• Provide administrative, coordination, governance and quality assurance support to the IT & Operations Life team
• Recommend IT controls by identifying issues, proposing improved procedures and supporting efficiency improvements.
• Oversee user access management processes across countries
• Perform regular quality assurance checks to prevent audit findings.
• Verify evidence of completed backups and recovery tests and ensure alignment with company standards and audit requirements.
• Maintain governance documentation and provide reporting on compliance status, risks, and remediation progress.
• Act as the primary liaison for Central IT Technical audits.
• Coordinate internal and external technical audits
• Manage the quality of development life cycle by reviewing adherence to standards, controls and change governance.
• Support solution delivery quality
• Contribute to the development of test plans and test cases
• Liaise with country IT teams to ensure accurate and timely updates on risks and governance activities.

IT Operations & Governance Coordinator

Administration

• Oversee end-to-end salvage processes (motor and non-motor) from claim initiation to final recovery.
• Implement and maintain salvage best practices, ensuring consistency across all team members.
• Allocate workloads, monitor turnaround times (TATs), and ensure SLAs are met.
• Manage salvage disposal channels (auctions house liaisons).
• Ensure accurate valuation, categorization, and documentation of salvage units.
• Lead, mentor, develop, and performance-manage the salvage team.
• Set team KPIs and monitor daily/ weekly/monthly performance.
• Maintain strong relationships with auction houses, salvage contractors, assessors, and internal claims teams.
• Ensure salvage processes comply with legislation (e.g., Second-Hand Goods Act, POPIA & SAIA code of conduct).

Claims Administrator Team Manager – Salvage

Consultant

• Work with brokers being the interface between themselves and Sanlam
• Reach business objectives in a dynamic, innovative and high performance business
• This is a third party marketing role where you will market and promote Sanlam products to Brokers
• Build a trusting and partnering relationship that seeks to build new business opportunities
• Support and up-skill Brokers with relevant information, tools and technologies to enable them

Broker Consultant, RA SanlamConnect Intermediaries, Cape Region

Underwriter

• Underwriting Assistance
• Draw monthly renewal list
• Check claims experience
• Send out renewal invitations / reminders
• Follow up on invitations / renewals and secondary follow ups on new business
• Assist with the administrative underwriting duties
• Attend to all system processing related functions within the underwriting area
• Policy Administration Data capturing of policy schedules and all related documentation e.g., endorsements and facultative slips
• Client Liaison (Internal and External) Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility
• Provision of telephonic backup and answering services to the division
• Handle credit control queries and errors
• Continuously monitor quality and accuracy of the documents and KIT records produced by the system
• Prepare for and attend meetings if and when required
• General Administration Handling accounts queries
• Drawing of standard reports if and when required
• Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures
• Liaison with Santam finance department and brokers to resolve credit control issues and accounts issues
• Attend to the typing of general correspondence if and when necessary, such as endorsements and cover letters

Underwriting Assistant

Financial Planning and Analysis

• Partake on development and execution of the business strategy and thereafter develop financial strategic initiatives in support of such business strategy and plans
• Drive operational efficiencies across the business through the enhancement of the control environment
• Oversee effective execution of an annual and 4-year forward-looking strategic budget.
• Ensure appropriate financial reporting systems, accounting systems and internal control mechanisms are in place to enable effective financial management of the business
• Oversee the valuation of assets and accounting treatment thereof
• Manage annual financial statements approval, audit process and tax administration
• Oversee analysis and monitoring of business plans against budget
• Responsible for the measurements and reporting on the business financial performance or KPIs against set targets

Chief Financial Officer – Designate

Attorney

• Sound knowledge of operations, systems and procedures pertaining to the Legal Department
• Redefining processes and procedures to optimize efficiencies within the Legal Department
• Managing Legal Liability and Recovery Ratios
• Ensure efficient service quality standards to clients, brokers and third parties

Legal Liabilities Advisor

Account Manager

• Supporting Santam sales strategy & business plan in line with the region’s targets
• Establish and manage strong relationships with brokers including business managers
• Growth and profitability of allocated broker portfolio
• Work with brokers in developing a business plan to grow business
• Assist in identifying new potential brokers and opportunities for business growth
• Awareness of competition and market information
• Facilitate the sales process and ensure that brokers deal with correct channels
• Facilitate sale of quotes
• Monthly analysis of figures down to broker level
• Report at weekly sales meetings and bi-weekly Team meetings
• People management (service consultant)

Relationship Manager

Customer Support

• Ensure that claim operating applications, B2B integration applications, and processes of quality are implemented
• Support post any implementations and upskill end users

Claims Implementation – Support Specialist

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

• 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

• 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