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TEAM LEADER - NEW BUSINESS AND IMPLEMENTATION
Johannesburg, Gauteng, South Africa
 
APPLY NOW
 
What will you do?
Under limited supervision, provides key support for functional groups, including performance of a wide variety of specialised clerical functions involving compiling and arranging data, making computations, laying out and preparing reports, processing and coding documents and maintaining specialised and comprehensive records and filing.  Sets up and prepares statistical reports. Resolves discrepancies and may communicate with a variety of administrative and professional employees within and outside the company.
 
What will make you successful in this role?
New business support:
  • Focus on operational effectiveness and monitor all business activities in the new business team
  • Efficient and easy-to-use end-to-end new business processes and systems that supports SLA’s with Distribution. 
  • Work collaboratively with other departments to identify and promote Operations best practices
  • Evaluate and effectively manage risks and quality assurance.
  • Ensure a high performance, capable and empowered workforce who are future fit and complements the IL culture.
Implementation support:
  • Support scheme relationships through client interactions
  • Implementation of New schemes
  • Implementation of changes/renewals on existing schemes
  • Client documents drafting and review (including client facing documents)
  • Monitoring and drafting of Intermediary, Binder and other agreements.
  • Terminations of group schemes
  • MRS maintenance 
  • Party and client due diligence 
  • Client queries – Entities and brokers 
  • User access requests and monitoring
  • Audit requirements
  • Binder Holder monthly functions
  • Product and training sign off
 
Qualifications
  • Relevant Business Degree would be an advantage.
  • Matric
 
Experience
  • 1 – 5 years’ Industry related experience, of which at least 2 years have been in a management, operational position. 
 
Knowledge
  • Key business processes and drivers within the financial services industry
  • Relevant legislation

 
Personal Attributes
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
 
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
 
Core Competencies
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
 
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 
 
APPLY NOW
 
 
 
 
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TEAM LEADER: ONBOARDING AND FSCA
Johannesburg, Gauteng, South Africa
 
APPLY NOW
 
What will you do?
1. Strategy Formulation and Execution 
  • Operationalize the intermediaries on boarding.  
  • Transforming the operations environment to digitise the client, intermediary and employee experience. 
  • The operational strategy will place strong focus on low expense ratio that in turn will require the TL to be creative and innovative in implementing product and process changes that increase productivity and ease of use and intermediary and client experience. 
  • The team leader will place great emphasis on delivering excellent service to Intermediaries to acquire and retain their business.  
  • The team leaders will also place great emphasis on delivering the appropriate client experience via intermediaries and different channels and touch points. 
  • Ensure co-ordinated and effective execution of the operational strategy via process and procedures in the respective teams.
  •  Design and implement processes and maintenance of Onboarding SOPS in accordance with the compliance standards.
    
 2. Business management 
  • Focus on operational agility and effectiveness and monitor all business activities across the operations value chain and enable innovation and process improvements. 
  • Provide Individual Life and Distribution with cost effective, efficient and easy-to-use end-to-end new business, facilities and FAIS related processes and systems that comply with legislation; enables high quality outputs; supports SLA’s and provides SRM with a competitive advantage.

3. Stakeholder, Client and Partnership management 
  • Negotiate services and prices and all other relevant stakeholders, service providers, e.g. data providers, etc.  
  • Work collaboratively with other departments to identify and promote Operations best practices which enhances service delivery to our clients and ensure profitable business. 
4. Compliance Management 
  • Monitor compliance in terms of all statutory requirements. 
  • Evaluate and effectively manage risks. 
  • Manage Audits and provide feedback.
  • Ensure a high performance, capable and empowered workforce who are future fit and complements the Distribution culture. 
  • Manage business transformation from a culture, people and digital enablement perspective. 
 
What will make you successful in this role?
Qualification and Experience
  • Relevant Business-related qualification would be an advantage. 
  • Matric
 
Knowledge and Skills
  • 1 – 3 years’ Industry related experience, of which at least 5 years have been in a management or operational position.  
  • Proven experience to include: 
  • Managing an Operational unit on an operational level 
  • Client Experience management 
  • Process Management 
  • Partnership and relationship development 
  • Knowledge of: Key business processes and drivers within the financial services industry 
  • Relevant legislation knowledge 

Personal Attributes
Interpersonal savvy - Contributing through others
Decision quality - Contributing through others
Plans and aligns - Contributing through others
Optimises work processes - Contributing through others
 
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
 
Core Competencies
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others
 
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 
 
APPLY NOW
 
 
 
 
 
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ADMINISTRATION OFFICER III
Johannesburg, Gauteng, South Africa
 
APPLY NOW
 
What will you do?
 
PURPOSE OF THE ROLE
  • To support the effective and efficient working of the Distribution Operations function by performing operational, administrative and reporting duties relating to one of the following areas:
1.Implementation
2.New business and Individual Life
3.Distribution Operations
What will make you successful in this role?
1.Operational execution
  • Perform operational duties relating to one of the following areas:
1.1
In case of: New Business and Individual Life
  • Capture New Business applications across the Distribution units (SPF, Group Benefits and Retail).
  • Convert group schemes to individual policies and respond to queries related to the conversion.
  • Verify personal details for FIC compliance.
  • Set new up for Group Benefit policies.
  • Generate and issue policy document packs and certificates.
  • Split and process bulk applications.
  • Execute simple changes on policy information and corrections on processing errors (Omega Error Fixes).
  • Amend commission structures and commission splits where relevant.
  • Respond to queries and support on New Business applications captured across the product suite, within SLAs.
  • Flag and communicate New Business System errors and issues.
  • Load members on group policies (new and existing).
  • Following up on outstanding requirements for new business applications.
1.2
In case of: Implementation
  • Follow and execute the system implementations of new schemes.
  • Conduct party and client due-diligence.
  • Administer and process user access requests pertaining to new schemes.
  • Address all queries relating to implementation of schemes.
  • Provide administrative support during Implementation audits.
  • Identify and collate training requirements for operating new schemes.
1.3
In case of: Distribution Ops
Execute operational processes across the following areas:
  • Onboarding
  • Verify that all Advisors, Brokers and Intermediaries are contracted, on boarded, and compliant to FAIsrequirements, and that the correct processes were followed.
  • Terminations and recoveries
  • Process debt repayments.
  • Process internal and external recoveries.
  • Conduct advisor debt search via the portal.
  • Make recommendations for litigations.
  • Process write-offs for advisor / broker debt.
  • Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliated representatives.
  • Conduct agency compliance and fraud checks.
  • Perform administration relating to pension.
  • Complete agency balance statements.
  • Process Franchise closure processes.
  • Replacements
  • Handle internal and external replacements processes as per policy replacement standard.
  • Commissions
  • Accurate calculation of commissions, administration of loans and advances.
2.
Reporting
  • Compile data and information to inform reporting. Where required, support the Team Leader to compile sections of reports.
 
Qualifications
  • Matric (Grade 12)
  • Diploma or degree in related field will be advantageous
 
Knowledge
  • In-depth understanding of industry standards
  • Working knowledge of products and services (advantageous)
  • Knowledge of regulatory and compliance frameworks would be advantageous
  • Customer engagement principles
 
Experience
  • 2 - 3 Years experience in an administrative capacity in an operational environment.
  • Experience in the insurance industry would be advantageous.
  • Demonstrated client engagement experience.
  • Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)
 
Personal Attributes
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
 
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
 
Core Competencies
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
 
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 
 
APPLY NOW
 
 
 
 
 
​ 
 
 



DISTRIBUTION OPERATIONS ADMINISTRATOR
Johannesburg, Gauteng, South Africa
 
APPLY NOW
 
What will you do?
 
PURPOSE OF THE ROLE
To support the effective and efficient working of the Distribution Operations function by performing operational, administrative and reporting duties relating to one of the following areas:
1.Implementation
2.New business and Individual Life
3.Distribution Operations
 
What will make you successful in this role?
 
Operational execution
  • Perform operational duties relating to one of the following areas:
 
In case of: New Business and Individual Life
  • Capture New Business applications across the Distribution units (SPF, Group Benefits and Retail).
  • Convert group schemes to individual policies and respond to queries related to the conversion.
  • Verify personal details for FIC compliance.
  • Set new up for Group Benefit policies.
  • Generate and issue policy document packs and certificates.
  • Split and process bulk applications.
  • Execute simple changes on policy information and corrections on processing errors (Omega ErrorFixes).
  • Amend commission structures and commission splits where relevant.
  • Respond to queries and support on New Business applications captured across the product suite, within SLAs.
  • Flag and communicate New Business System errors and issues.
  • Load members on group policies (new and existing).
  • Following up on outstanding requirements for new business applications.
 
In case of: Implementation
  • Follow and execute the system implementations of new schemes.
  • Conduct party and client due-diligence.
  • Administer and process user access requests pertaining to new schemes.
  • Address all queries relating to implementation of schemes.
  • Provide administrative support during Implementation audits.
  • Identify and collate training requirements for operating new schemes.
 
In case of: Distribution Ops
Execute operational processes across the following areas:
  • Onboarding
  • Verify that all Advisors, Brokers and Intermediaries are contracted, onboarded, and compliant to FAIs requirements, and that the correct processes were followed .
  • Terminations and recoveries
  • Process debt repayments.
  • Process internal and external recoveries.
  • Conduct advisor debt search via the portal.
  • Make recommendations for litigations.
  • Process write-offs for advisor / broker debt.
  • Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliated representatives.
  • Conduct agency compliance and fraud checks.
  • Perform administration relating to pension.
  • Complete agency balance statements.
  • Process Franchise closure processes.
  • Replacements
  • Handle internal and external replacements processes as per policy replacement standard.
  • Commissions
  • Accurate calculation of commissions, administration of loans and advances.
 
Reporting
  • Compile data and information to inform reporting. Where required, support the Team Leader to compile sections of reports.

Qualifications
  • Matric (Grade 12)
  • Diploma or degree in related field will be advantageous
 
Knowledge
  • In-depth understanding of industry standards
  • Working knowledge of products and services (advantageous)
  • Knowledge of regulatory and compliance frameworks would be advantageous
  • Customer engagement principles
 
Experience
  • 2 - 3 Years experience in an administrative capacity in an operational environment.
  • Experience in the insurance industry would be advantageous.
  • Demonstrated client engagement experience.
  • Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)
 
Personal Attributes
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
 
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
 
Core Competencies
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
 
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 
 
APPLY NOW
 
 
 
 



​
ADMINISTRATION OFFICER II
Johannesburg, Gauteng, South Africa
 
APPLY NOW
 
What will you do?
PURPOSE OF THE ROLE
  • To support the effective and efficient working of the Distribution Operations function by performing operational, administrative and reporting duties relating to one of the following areas:
1.Implementation
2.New business and Individual Life
3.Distribution Operations
 
What will make you successful in this role?
Operational execution
Perform operational duties relating to one of the following areas:
1.1
In case of: New Business and Individual Life
  • Capture New Business applications across the Distribution units (SPF, Group Benefits and Retail).
  • Convert group schemes to individual policies and respond to queries related to the conversion.
  • Verify personal details for FIC compliance.
  • Set new up for Group Benefit policies.
  • Generate and issue policy document packs and certificates.
  • Split and process bulk applications.
  • Execute simple changes on policy information and corrections on processing errors (Omega Error Fixes).
  • Amend commission structures and commission splits where relevant.
  • Respond to queries and support on New Business applications captured across the product suite, within SLAs.
  • Flag and communicate New Business System errors and issues.
  • Load members on group policies (new and existing).
  • Following up on outstanding requirements for new business applications.
1.2
In case of: Implementation
  • Follow and execute the system implementations of new schemes.
  • Conduct party and client due-diligence.
  • Administer and process user access requests pertaining to new schemes.
  • Address all queries relating to implementation of schemes.
  • Provide administrative support during Implementation audits.
  • Identify and collate training requirements for operating new schemes.
1.3
In case of: Distribution Ops
Execute operational processes across the following areas:
  • Onboarding
  • Verify that all Advisors, Brokers and Intermediaries are contracted, on boarded, and compliant to FAIs requirements, and that the correct processes were followed .
  • Terminations and recoveries
  • Process debt repayments.
  • Process internal and external recoveries.
  • Conduct advisor debt search via the portal.
  • Make recommendations for litigations.
  • Process write-offs for advisor / broker debt.
  • Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliated representatives.
  • Conduct agency compliance and fraud checks.
  • Perform administration relating to pension.
  • Complete agency balance statements.
  • Process Franchise closure processes.
  • Replacements
  • Handle internal and external replacements processes as per policy replacement standard.
  • Commissions
  • Accurate calculation of commissions, administration of loans and advances.
2.
Reporting
  • Compile data and information to inform reporting. Where required, support the Team Leader to compile sections of reports.
 
Qualifications
  • Matric (Grade 12)
  • Diploma or degree in related field will be advantageous
 
Knowledge
  • In-depth understanding of industry standards
  • Working knowledge of products and services (advantageous)
  • Knowledge of regulatory and compliance frameworks would be advantageous
  • Customer engagement principles
 
Experience
  • 2 - 3 Years experience in an administrative capacity in an operational environment.
  • Experience in the insurance industry would be advantageous.
  • Demonstrated client engagement experience.
  • Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)
 
Knowledge and Skills
Processing transactions and conduct simple calculations
Data collection and analysis
Record keeping, filing and maintenance of databases
Maintain work standards and quality verification
 
Personal Attributes
Plans and aligns - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
 
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
 
Core Competencies
Being resilient - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently
 
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 
 
APPLY NOW







​
ADMINISTRATION OFFICER II
Johannesburg, Gauteng, South Africa
 
APPLY NOW
 
What will you do?
PURPOSE OF THE ROLE
  • To support the effective and efficient working of the Distribution Operations function by performing operational, administrative and reporting duties relating to one of the following areas:
  • Implementation
  • New business and Individual Life
  • Distribution Operations
 
What will make you successful in this role?
1.    Operational execution
Perform operational duties relating to one of the following areas:
1.1    In case of: New Business  and Individual Life
  • Capture New Business applications across the Distribution units (SPF, Group Benefits and Retail).
  • Convert group schemes to individual policies and respond to queries related to the conversion.
  • Verify personal details for FIC compliance.
  • Set new up for Group Benefit policies.
  • Generate and issue policy document packs and certificates.
  • Split and process bulk applications.
  • Execute simple changes on policy information and corrections on processing errors (Omega Error Fixes).
  • Amend commission structures and commission splits where relevant. 
  • Respond to queries and support on New Business applications captured across the product suite, within SLAs.
  • Flag and communicate New Business System errors and issues.
  • Load members on group policies (new and existing).
  • Following up on outstanding requirements for new business applications.
 1.2    In case of: Implementation
  • Follow and execute the system implementations of new schemes.
  • Conduct party and client due-diligence.
  • Administer and process user access requests pertaining to new schemes.
  • Address all queries relating to implementation of schemes.
  • Provide administrative support during Implementation audits.
  • Identify and collate training requirements for operating new schemes.
1.3    In case of: Distribution Ops
 Execute operational processes across the following areas:
  • Onboarding
  • Verify that all Advisors, Brokers and Intermediaries are contracted, onboarded, and compliant to FAIs requirements, and that the correct processes were followed.
Terminations and recoveries
  • Process debt repayments.
  • Process internal and external recoveries.
  • Conduct advisor debt search via the portal.
  • Make recommendations for litigations.
  • Process write-offs for advisor / broker debt.
  • Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliated representatives.
  • Conduct agency compliance and fraud checks.
  • Perform administration relating to pension.
  • Complete agency balance statements. 
  • Process Franchise closure processes.
Replacements
  • Handle internal and external replacements processes as per policy replacement standard. 
Commissions
  • Accurate calculation of commissions, administration of loans and advances.
2.    Reporting
  • Compile data and information to inform reporting. Where required, support the Team Leader to compile sections of reports.
 
Qualifications
  • Matric (Grade 12)
  • Diploma or degree in related field will be advantageous
 
Knowledge
  • In-depth understanding of industry standards
  • Working knowledge of products and services (advantageous)
  • Knowledge of regulatory and compliance frameworks would be advantageous
  • Customer engagement principles

Experience
  • 2 - 3 Years experience in an administrative capacity in an operational environment.
  • Experience in the insurance industry would be advantageous.
  • Demonstrated client engagement experience.
  • Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)
 
Personal Attributes
Plans and aligns - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
 
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
 
Core Competencies
Being resilient - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently
 
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 
 
APPLY NOW