Sanlam

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

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.

Client Service Consultant – Operations

Financial Planning and Analysis

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and a high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added services
• Gain and maintain an in-depth understanding of SRM product ranges
• Understand customer’s needs, financial goals and means, and provide suitable products
• Continuously update customers of new products or changes in existing products
• Manage, review, and incorporate product changes on the customer’s portfolio
• 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 prioritized while capitalising on walk-in clients
• Responsible for servicing and managing all client profiles
• Send payment reminders, conduct follow-ups, and remain in contact
• Consult with clients on alternative payment arrangements
• Responsible for in-branch servicing in line with client experience standards
• Identify risks and flag potentially fraudulent activities
• Keep and store relevant records of advice
• Report on activities daily and collate data for weekly and monthly reporting requirements

Branch Consultant, Financial Advisor

• Contact potential and existing MiWay customers to promote insurance products
• Conduct policy reviews
• Generate leads
• Ensure a positive customer experience

Outbound Sales Agent

• To promote Sanlam Retail Mass (SRM)’s products and increase market share
• 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
• 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 in-branch servicing in line with client experience standards.

• Provide sound financial advice and a high level of client service
• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Manage, review, and incorporate product changes on the customer’s portfolio
• Responsible for in-branch servicing in line with client experience standards
• Identify risks and flag potentially fraudulent activities

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and a high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and a high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products
• Validate client details in line with product and regulatory requirements
• Submit new business through the right channels
• Manage own capacity to ensure daily appointments are being prioritised
• Responsible for servicing and managing all client profiles to ensure clients remain on the books
• Keep and store relevant records of advice