Sanlam

Insurance

• Looking for a self-motivated, target-driven sales hunter who thrives on closing deals
• Hunt, source, and convert your own new business through cold calling, networking, and engaging decision-makers
• Build strong relationships with business and corporate clients
• Offer tailored short-term insurance solutions across commercial, fleet, and corporate portfolios

Insurance Specialist

Call Center Representative

• Market and / or sell short term insurance products to clients as well as intermediaries.

Call Centre Consultant – Travel

Lead Generation

• Responsible for converting third-party sourced leads into qualified quotes
• Educate customers at a high level on MiWay Insurance products and benefits
• Provides quality service to external and internal customers
• Manages the end-to-end lead lifecycle: from intake and validation, first contact and needs discovery, through to quoting, objection handling, and bind
• Ensures regulatory compliance (FAIS, POPIA, TCF) and exceptional customer experience

Lead Generator

Project Manager

• Management and administration of IT and Business projects
• Communication of strategic vision, business benefits and value
• Building and managing relationships with project stakeholders
• Planning, co-ordination and facilitation of project work
• Management of project delivery, progress tracking, project risks and issues management

Senior Project Manager

Business Intelligence Developer

• Delivering BI solutions that empower data-driven decision-making across the business.
• Developing and maintaining reporting solutions that support operational and strategic goals.
• Working with large and complex SQL databases to ensure data quality and integrity for reporting.
• Leading the design and implementation of new BI reports and dashboards based on defined business requirements.
• Establishing and maintaining the complete set of business reporting requirements by engaging directly with leadership and internal stakeholders.
• Mentoring the performance and professional development of less experienced colleagues.

Senior Business Intelligence Developer

Financial Planning and Analysis

• Analyse and interpret regulation and legislation, and using a risk-based approach
• Identification and risk rating of applicable laws and regulations for responsible business units
• Development and implementation of compliance/legislative universe for responsible business units
• Development and implementation of Compliance Risk Management Plans (CRMPs) for core legislative and regulatory provisions
• Compiling monitoring plans indicating the compliance monitoring methodology used and the frequency thereof
• Compiling monitoring reports on the results of monitoring
• Incident reporting, to ensure timeous escalation of compliance risks and incidents
• Interpret regulation and legislation and assist business units with practical implementation thereof
• Advise and provide guidance to management on systems, policies, processes and controls implemented to enable compliance
• Research and communicate applicable legislative developments to all stakeholders
• Assist with the promotion of a culture of compliance and awareness within SRM and actively participating in compliance projects and training initiatives
• Provide training on regulatory requirements to channels

Compliance Officer

• Act as a trusted partner to senior leadership
• Develop relationships with underwriting and actuarial teams
• Gather insights to drive strategic decision-making
• Work on cost allocation model implementation
• Identify process and cost optimisation opportunities
• Ownership of budgeting and forecasting process
• Monitor daily financial operations
• Collaborate through monthly reporting cycles
• Perform variance analysis with recommendations
• Establish financial controls over all processes
• Mentor and develop staff across the business

Senior Financial Manager

• Provide end-to-end service and support to intermediaries
• Deliver exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions
• Provide telephonic/email support to intermediaries, authorized representatives, and broker services
• Analyze requests from intermediaries and provide quotations
• Initiate out dials to intermediaries to discuss quotations and/or convert policies
• Manage client expectations on turnaround times for submitted requests
• Adhere to underwriting criteria and regional requirements

Insurance Consultant

User Researcher

• Define and drive the research strategy for CX and product design
• Identify key research questions and priorities based on impact, feasibility, and organisational priorities
• Develop and implement research frameworks and methodologies to uncover deep customer insights
• Design and conduct qualitative and quantitative research studies
• Analyse, synthesise and integrate research data to generate actionable insights and recommendations
• Create compelling research deliverables to communicate findings and insights to stakeholders
• Collaborate with CX strategy teams to integrate research findings into customer experience improvements
• Partner with product managers, designers, and business stakeholders to integrate research insights into product development processes
• Mentor and guide junior team members, fostering a culture of learning and growth

Design and UX Researcher

Manager

• Serve on Regional MANCO and contribute to Regional Sales Strategy
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff

Business Manager

Underwriter

• The primary responsibility of this role is policy administration, which includes managing new business, processing endorsements (providing terms on existing policies), handling finance-related queries, and liaising with Corporate Brokers and other internal departments.
• Conversions of quotes into Policies
• Endorsements
• Provide terms on existing policies
• Understand Insurance Principles and Business Retention on existing policies
• Dealing with other areas within Santam Engineering
• Liaising with Corporate brokers.
• Manage/monitor incoming/outgoing mail
• Must be able to adhere to deadlines and operating standards and requirements
• Good understanding of the insurance industry market and the terminology used.
• Able to evaluate information from a variety of sources and solve problems.
• Solving queries on instructions between various departments
• Accurate loading of quotations
• Broker information consolidation
• Renewal preparation monthly

Underwriting Administrator – Corporate

• Provide an end-to-end service and support to intermediaries
• Deliver exceptional service that exceeds customers’ expectations
• Provide telephonic / email support to the intermediary
• Deal with general insurance and policy specific enquiries
• Analyze requests from intermediaries and provide quotations
• Initiate out dials to intermediaries to discuss quotations
• Undertake client follow-ups when policies are cancelled
• Manage client expectation on expected turnaround times
• Adhere to underwriting criteria and regional requirements
• Profile the client with the best suitable product

• Provide new and existing clients with professional and relevant financial advice, planning and products
• Undertake the procurement of sustainable business of a high quality
• Maintain and service clients as part of a long-term relationship
• Ensure all client interactions are compliant in terms of disclosures and advice given
• Undertake comprehensive fact finding with each client to lift needs and priorities
• Review client’s portfolio annually
• Strive for excellent, value-added service to clients

Financial Adviser

Client Services Representative

• Responsible for the 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 to obtain any outstanding information/documentation.
• Inform the relevant role players via telephonic contact or email to keep them updated on the progress of instructions received.
• Ensure that Workflow system is updated with progress.
• Capturing of Instructions accurately and timeously on our processing system.
• Reporting suspicious activities timeously to the relevant Departments.
• Reporting of service failures to the relevant Support Manager.
• Training will be a combination of classroom and self-study.
• Liaise with Compliance/Legal on complex cases regarding FICA and Business requirements.
• Protecting the Glacier Brand and building relationships.
• Build and establish relationships with internal departments.
• Identifying and proposing solutions to process and service-related failures.
• Adhoc tasks and client service project involvement as required.

Client Service Consultant – Operations

Consultant

• Assist with practice development and business building
• Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio
• Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production
• Drive sales targets and execution including:
• o Execute on marketing activities geared to generate sales
• Drive diversified income streams - more than one class of business
• Support compliance in intermediary’s practices
• Deliver structured one-on-one and group coaching to improve advisor performance

Insurance Specialist

Call Centre Consultant – Travel

Lead Generator

Senior Project Manager

Senior Business Intelligence Developer

Compliance Officer

Senior Financial Manager

Insurance Consultant

Design and UX Researcher

Business Manager

Underwriting Administrator – Corporate

Insurance Consultant

Financial Adviser

Client Service Consultant – Operations

Practice Development Consultant – SLS SC SFP