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Client Services Consultant

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

To be responsible for all client contact (e-mail, telephonic, and walk-in).

Key outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant

  • Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
  • Assisting clients with investment administration queries
  • Providing investment and product information to IFA’s and investors
  • Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
  • Involved in ad-hoc client services projects

Qualifications and experience

  • Matric / Grade 12
  • The relevant financial qualification preferred
  • 3 years Finance or Investment industry experience essential
  • Microsoft CRM experience essential
  • 1 – 2 years Call Centre or Customer Service Experience


Competencies

  • Client focused
  • Collaborates
  • Drive Results
  • Cultivate Innovation
  • Be Resilient
  • Problem solving skills
  • Adaptability
  • Interpersonal Skills
  • Computer Literacy

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Ability to adapt to change

What will make you successful in this role?

Qualification and Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy – Contributing independently

Decision quality – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Client Services Consultant (8 months contract)

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

To be responsible for all client contact (e-mail, telephonic, and walk-in).

Key outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant

  • Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
  • Assisting clients with investment administration queries
  • Providing investment and product information to IFA’s and investors
  • Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
  • Involved in ad-hoc client services projects

Qualifications and experience

  • Matric / Grade 12
  • The relevant financial qualification preferred
  • 3 years Finance or Investment industry experience essential
  • Microsoft CRM experience essential
  • 1 – 2 years Call Centre or Customer Service Experience


Competencies

  • Client focused
  • Collaborates
  • Drive Results
  • Cultivate Innovation
  • Be Resilient
  • Problem solving skills
  • Adaptability
  • Interpersonal Skills
  • Computer Literacy

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Ability to adapt to change

What will make you successful in this role?

Qualification and Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy – Contributing independently

Decision quality – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Financial Advisor JHB

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.    

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.
• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

Education and Qualification

  • Grade 12/Matric.                                                                                                                                                                                                                               
  • FAIS compliant in terms of ‘fit and proper’.                                                                                                                                                                           
  • English and any other official South African language.                                                                                                                                                                 
  • Tech savvy and active on different social media platforms the following is an added advantage.                                                                                           
  • Post-matric qualification or RE5.                                                                                                                                                                                           
  • Previous experience in sales or client services.                                                                                                                                                                 
  • Experience at a competitor company will be an added advantage.

Knowledge and Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

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 people 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

Collaborates – Contributing independently

Being resilient – Contributing independently

Drives results – Contributing independently

Cultivates innovation – Contributing independently

Customer focus – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Team Manager: MiWayLife Parktown, Gauteng

MiWayLife is dedicated to supporting, growing and empowering clients with affordable, simple, and suitable solutions, primarily through telephonic and digital intermediary channels. We have approximately 100 tied sales agents, all dedicated to meeting the financial needs of our clients and prospective clients.


MiWayLife’s vision is to establish a world-class direct financial service business that seeks to:
⦁    offer its clients excellent service, superior value products, and fair treatment always;
⦁    be an employer of choice; and
⦁    play a meaningful role in the transformation of the Financial Services industry.

MiWayLife’s culture is values-based and is built around the pillars of Accountability, Attitude, Energy Freedom and Professionalism. We are a family of vibrant and energetic free-thinkers, constantly looking to innovate and disrupt.
 

What will you do?

This role takes responsibility for the daily management of a team of Sales Agents in the Contact Centre.  It is a first line management role that controls, manages and motivates the team of sales agents including the monitoring and attainment of sales targets, staff productivity, quality and compliance adherence, staff development, training and coaching and general staff performance management and administration.

What will make you successful in this role?

⦁    Agreed set goals with team members covering performance, quality and development areas 
⦁    Apply effective motivational techniques.
⦁    Manage incentive budgets
⦁    Focus on career and skills development of team members
⦁    Resolve people-related problems e.g. conflict of interest, absenteeism and disciplinary matters
⦁    Vesting and training of new Sales Agents in the contact centre
⦁    Briefing and readiness to deliver on projects and campaigns.
⦁    Drive the achievement of project and campaign targets.
⦁    Escalate call resolution and provision of project and campaign related answers.
⦁    Manage liaison with project and campaign management team
⦁    Manage and maintain focused and highly motivated team members.
⦁    Coach and develop team into a high-performance culture.
⦁    Manage staffing needs, productivity and quality.
⦁    Monitor contribution to target (CTT) figures.
⦁    Adherence to legislation.
⦁    Manage capacity.
⦁    Manage Complaints.
⦁    Manage application of call structure guidelines

Qualification & experience :


⦁    Matric (or equivalent qualification).
⦁    Completed RE 1 and 150 FAIS credits (advantageous).
⦁    Minimum of 3 years team management experience in a sales environment.
⦁    Minimum of at least 2 years’ experience in a call centre environment (Outbound).
⦁    Financial Services experience (Long-term insurance and within a sales-oriented environment).
⦁    Sales experience.
⦁    Practical experience of IR processes is critical to the role

Knowledge and skills :


⦁    Vast knowledge of first line management practices.
⦁    Knowledge of contact centre systems and processes.
⦁    Business Processes and Rules.
⦁    Principles of teamwork e.g. stress management, team and individual motivation, best practices knowledge.
⦁    Performance management knowledge – individual and group.
⦁    Dimensions of Management.
⦁    IR
 

Personal attributes :


⦁    Natural coach and motivator of staff (people skills)
⦁    Ability to manage a team
⦁    Planning and co-ordination skills
⦁    Selling skills
⦁    Excellent communication skills
⦁    Customer service 
⦁    Ability to achieve targets (determined and goal orientated)
⦁    Stress resilience
⦁    Relationship building skills
 

Qualification and Experience

Diploma with 2 to 3 years experience or Grade 12 with 4 to 5 years related experience.

Knowledge and Skills

Drive leads and service targets

Coaching, quality and compliance

Reporting and communication

Management of employees

Personal Attributes

Decision quality – Contributing independently

Interpersonal savvy – Contributing independently

Plans and aligns – Contributing independently

Directs work – 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 realize their worth. 

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – Contributing independently

Turnaround time

Due date for applications


If you meet the above criteria, and you are interested in applying for this role please submit your CV. 

The closing date for applications is 3rd January 2025.  

Please note that the recruiter reserves the right to withdraw the advertisement prior to the closing date, or to allow for further applications to be submitted after the closing date indicated. 

Turnaround times


The time taken to complete this process depends on how far you progress and the availability of managers.
 

Our commitment to transformation

MiWayLife is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. 

Senior Administrator DDT _ GPAF

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

The primary purpose of the DDT (Death, Divorce & Transfers) Senior Administrator is to process Claims on the LISP Platform, including Death Claims, Section 14s, Section 50 and Divorce.

Key Outcomes

The following outcomes will be expected to be achieved by the Senior Administrator DDT:

Processes and service reporting

  • All tasks allocated are processed within standard SLA as per the relevant procedures.
  • Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders.
  • Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.
  • Loading and Authoring Claims (incl switches, annexures, Forms etc) per the relevant procedures.
  • Accurate use of CRM, status & notes
  • Manage death claim notifications.
  • Liaise with beneficiaries on death claim documentation and related matters.
  • Preparing recommendation resolutions on allocations and distributions.
  • Preparing death claim reports for trustee meetings.
  • Adherence to all internal protocols on administration.
  • Recording Errors to identify training Needs and to prevent future errors
  • Updating section 14, section 50 controls and death claim subcommittee report.
  • Trace deceased members’ beneficiaries on project death claims.
  • Ensure that all emails coming to the mailboxes are attended to.
  • Responsible for preparing trustee reports and for stakeholders
  • Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards

Queries and complains 

  • Ensure that queries are acknowledged and responded to accurately and within agreed time
  • Upskill the team to be able to handle queries
  • Manage complex queries, and resolve escalated queries
  • Responsible for team related Audit queries


Qualifications and experience 

  • Grade 12
  • Having achieved or studying towards a relevant Degree/ Tertiary Qualification and/or Post Graduate qualification advantageous
  • 5 years administration experience
  • Knowledge of Section 37C of the Pension Fund Act investigation
  • Compass/CRM an advantage


Competencies 

  • Client focus
  • Cultivates innovation
  • Collaborates
  • Being resilient
  • Drive results
  • Rule orientation
  • Ability to delegate
  • Ability to manage expectations
  • Responsible & accountable
  • Resourceful problem solver
  • Effective Communicator


Attributes 

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Ability to adapt to change

What will make you successful in this role?

Qualification and Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy – Contributing independently

Decision quality – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Online Broker Underwriting Consultant(JG9)

What will you do?

JOB DESCRIPTION

To ensure profitable growth through applying profitable underwriting principles.  Utilise available resources to improve or implement new underwriting practises on claimants.  He/she will get involved with referral underwriting decisions and has to be knowledgeable and experienced to provide Insurance Consultants and brokers with creative and innovative solutions

What will make you successful in this role?

•    Do Policy screenings and manage portfolios in accordance with company policy.
•    Underwriting of new and existing risks to obtain profitable growth.
•    Handle referrals and the underwriting thereof.
•    Technical underwriting advice, renewals, broker’s appointments
•    Retaining brokers and direct renewals using retentions and persuasive skills to identify the client’s needs. 
•    Create save opportunities by utilizing proactive retention and persuasive skills.

QUALIFICATIONS AND EXPERIENCE


•    Grade 12
•    FAIS requirement: 150 credits with regards to Personal Lines Underwriting (NQF level 4)
•    Computer literate (MS Office package) and Internet
•    At least 3 years current experience with regards to Personal Lines Short term insurance 
•    RE Qualification 

•    Clear track record in terms of adherence to Quality standard and Compliance

KNOWLEDGE


•    Relevant system knowledge:  Policy Centre and call centre applications 
•    Thorough knowledge of Personal Lines underwriting

SKILLS


•    Attention to detail
•    Building networks and good relationships
•    Goal setter and prioritiser
•    Delivery/results orientated
•    Communication skills
•    Negotiating skills

COMPETENCIES


•    Client service orientation
•    Oral communication
•    Problem solving and decision making
•    Gathering information
•    Handling information
•    Resilience

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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. 

ABOUT THE COMPANY

Santam is the leading short-term insurer in South Africa.  Along with its subsidiaries, the business transacts all classes of short term insurance. Santam is a large, diversified, and transforming company and our success is rooted in our passion for our clients. Everything we do is centred on our delivery of Insurance Good and Proper. 
 

Intern Accountant (12 Months)

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

This role is responsible to manage operational activities and processes related to bank reconciliations, broker and fee activities, and to perform reconciliations to the market as confirmed by the Investment Management Company whilst managing risk

Key outcomes

The following outcomes will be expected to be achieved by the Intern Accountant:

  • Daily management of bank account
  • Processing daily investment and disinvestment instructions timeously
  • Compile monthly bank reconciliations and cashflow analysis as per procedure
  • Monthly fee reconciliation for broker commission.
  • Administration fee reconciliations completed timeously.
  • Dailly commission fees run from Compass.
  • Exception reporting and investigation for fee anomalies.
  • Monthly upload of global fees/perform conversions.
  • General queries i.e. negative fees appearing on daily commission file.
  • Performing trail commission reconciliations and liaising with offshore MANCOs for quarterly statements.
  • Perform daily reconciliations for transactions captured on line of business system to those transacted in the market as confirmed by the investment managers.
  • Identify exceptions or differences and liaise with investment managers and internal business teams to resolve.
  • Reconcile transactions on the investment manager recon and submit to the line manager for sign-off
  • Prepare asset and liability report between client asset and Investment Management Company held by the investment management companies.
  • Prepare stakeholder reports, i.e. Nomco and Board reports.
  • Prepare market switches to clear AVL differences.
  • Request investment management company statements to reconcile

Qualifications and Requirements  

  • Degree or Diploma in Accounting, Finance, Investment or Equivalent
  • Must reside in Gauteng
  • Must have no prior work experience or have 6 months or less internship/work experience
  • Must be 28 years old or younger


Competencies

  • Client Focus
  • Cultivates Innovation
  • Collaborates
  • Drives Results
  • Being Resilient
  • Adhering to Principles and Values
  • Highly Analytical
  • Adapting and Responding to Change
  • Planning and Organising
  • Following Instructions and Procedures
  • Coping with Pressures and Setbacks
  • Adhering to Principles and Values


Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to work under pressure
  • Honesty, integrity and respect
  • Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience

Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

Recording of financial Transactions

Reconciliations and query resolution

Compliance with SOP’s and SLA’s

Authorisation of transactions within mandates

Personal Attributes

Manages conflict – Contributing independently

Demonstrates self-awareness – Contributing independently

Optimises work processes – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Intern Linked Investment Client Services (12 Months)

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Job Purpose 


To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).


Key Outcomes

The following outcomes will be expected to be achieved by Administrator Linked Investment:

  • Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
  • Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
  • Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client’s experience on the call.
  • Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
  • Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
  • Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.


Qualifications and Requirements

  • Degree or Diploma in Accounting, Finance, Investment or equivalent.
  • Must reside in Gauteng.
  • Must have no prior work experience or have 6 months or less internship/work experience.
  • Must be 28 years old or younger.


Competencies

  • Client Focus
  • Cultivates Innovation
  • Collaborates
  • Drives Results
  • Being Resilient
  • Adhering to Principles and Values
  • Excellent Writing and Reporting Skills
  • Highly Analytical
  • Adapting and Responding to Change

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to work under pressure
  • Honesty, integrity and respect
  • Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 1 to 2 years experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy – Contributing independently

Decision quality – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Intern Linked Investments (12 Months)

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Job Purpose 


To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).


Key Outcomes

The following outcomes will be expected to be achieved by Administrator Linked Investment:

  • Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
  • Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
  • Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client’s experience on the call.
  • Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act).
  • Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
  • Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.


Qualifications and Requirements

  • Degree or Diploma in Accounting, Finance, Investments or equivalent.
  • Must reside in Gauteng.
  • Must have no prior work experience or have 6 months or less internship/work experience.
  • Must be 28 years old or younger.


Competencies

  • Client Focus
  • Cultivates Innovation
  • Collaborates
  • Drives Results
  • Being Resilient
  • Adhering to Principles and Values
  • Excellent Writing and Reporting Skills
  • Highly Analytical
  • Adapting and Responding to Change

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to work under pressure
  • Honesty, integrity and respect
  • Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 1 to 2 years related experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy – Contributing independently

Decision quality – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Intern Operations LISP (12 Months)

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?


The primary purpose of this role is to provide exceptional service across different product types all on LISP platform. In this role you will be responsible to service internal and external clients, and manage client service by maximising business efficiency and minimising business risk.

Key Outcomes
The following outcomes will be expected to be achieved by the Intern:

  • Owning tasks on CRM system, and updating statuses and notes timeously, in order to keep client intermediaries apprised of case progress, so there is no need for them to phone or e mail team
  • Perusing reports of tasks owned, and staying in control of work on hand, to ensure turnaround times are met
  • Loading disinvestments within designated turnaround.
  • Loading new business within designated turnaround
  • Adhering to check list for all assigned responsibilities
  • Applying for tax directives, and resolving any queries, before loading payments
  • Confirming payments and issuing confirmation letters to clients
  • Filing all documentation upon completion of claim; including scanning to the CRM system
  • Adhering to procedures, relevant legislation, and checklists and controls
  • Adhere to training requirement including keeping up with changes in legislation
  • Provide support to team members when required


Qualifications and requirements

  • Degree or Diploma in Accounting, Finance, Investment or Equivalent
  • Must reside in Gauteng
  • Must have no prior work experience or have 6 months or less internship/work experience
  • Must be 28 years old or younger

Competencies

  • Following instructions and procedures
  • Client focus
  • Cultivates innovation
  • Collaborates
  • Being resilient
  • Drive results
  • Innovative Thinking
  • Performance driven
  • Communication Skills
  • MS Office
  • Interpersonal Skills
  • Time Management

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to work under pressure
  • Honesty, integrity and respect
  • Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy – Contributing independently

Decision quality – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Intern Investment Administration (12 Months)

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

The primary purpose of this role is to provide exceptional service across different product types all on LISP platform. In this role you will be responsible to service internal and external clients, and manage client service by maximising business efficiency and minimising business risk.

Key Outcomes
The following outcomes will be expected to be achieved:

  • Accountable for the screening and processing of instructions in accordance with the latest checklists and procedure guides.
  • Accountable for all the processes and procedures specific to the role.
  • Communicate accurate, in depth information on time as and when required through MS CRM, telephone, and email that is specific and case related to clients and within the different areas.
  • Ensure adherence to applicable procedure in terms of filing (both electronic and manual)
  • Adhere to company policy and procedure in terms confidentiality and record keeping/ storage of electronic data
  • Ensure that the CRM system is updated 100% with detailed comments.
  • Compile daily work on hand report.
  • Take ownership of client queries and respond to client within 24hrs.
  • Ensure accurate resolution to client query within or on the promised date by applying knowledge or requesting necessary resources.
  • Adhering to procedures, relevant legislation, and checklists and controls, in part to
  • Adhere to training requirement including keeping up with changes in legislation
  • Provide support to team members when required


Qualifications and requirements

  • Degree or Diploma in Accounting, Finance, Investment or Equivalent
  • Must reside in Gauteng
  • Must have no prior work experience or have 6 months or less internship/work experience
  • Must be 28 years old or younger

Competencies

  • Following instructions and procedures
  • Client focus
  • Cultivates innovation
  • Collaborates
  • Being resilient
  • Drive results
  • Innovative Thinking
  • Performance driven
  • Communication Skills
  • MS Office
  • Interpersonal Skills
  • Time Management

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to work under pressure
  • Honesty, integrity and respect
  • Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy – Contributing independently

Decision quality – Contributing independently

Action orientated – 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Intern IT (12 Months)

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Job Purpose 

The Intern IT (GPA) is responsible for helping build high performing, scalable, enterprise grade applications. This includes but is not limited to applying critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality implementations & getting involved in all phases of the development lifecycle. 

Key Outcomes

The following outcomes will be expected to be achieved by Intern
DevOps: 

  • Apply critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions leveraging C# (.NET), SQL Server, JavaScript/Typescript, ReactJs, Jenkins, Kubernetes, RabbitMQ, Git
  • Contribute to all phases of the development lifecycle
  • Produce well-organised, optimized, and documented source code to deliver technical solutions
  • Leverage troubleshooting skills and underlying knowledge of technology to solve technical challenges during the design, implementation and support phase of the project
  • Implement general design patterns and paradigms to deliver technical solutions
  • Create & Maintain DevSecOps CI/CD Pipelines (authoring & supporting CI/CD pipelines in Jenkins and AzureDevOps for deployment to multi-site environments – supporting and managing your applications all the way to production).
  • Debug existing source code and polish feature sets.
  • Apply unit testing frameworks and perform integration, validation and verification testing using Moq and MsTest
  • Work with project & program teams to plan & manage the development lifecycle e.g. releases, risk management, testing, integration etc.

People

  • Work with other team members under the leadership of the Lead Product Engineer to deliver solutions
  • Conduct peer reviews, testing, problem solving within and across the broader team
  • Participate in the development & development planning of the broader product engineering team
  • Self-leadership to learn, develop skills and confidence

Risk & Governance

  • Participate in incident management & DR activity – applying critical thinking, problem solving & technical expertise to get to the bottom of major incidents
  • Deliver on time & within specification


Qualifications and Requirements  

  • Relevant qualification in IT, preferably a degree in Computer Science, Computer Engineering, Informatics or equivalent.
  • Must reside in Gauteng.
  • Must have no prior work experience or have 6 months or less internship/work experience.
  • Must be 28 years old or younger.


Competencies

  • Client focus
  • Cultivates innovation
  • Collaborates
  • Being resilient
  • Drive results
  • Problems solving
  • Discipline
  • Cultivates Innovation


Attributes

  • Self-mastery
  • Teamwork
  • Honesty, integrity and respect

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 1 to 2 years related experience.

Knowledge and Skills

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Business Project Manager

About the Company

Santam is the leading short-term insurer in South Africa.  Along with its subsidiaries, the business transacts all classes of short-term insurance. Santam is a large, diversified, and transforming company and our success is rooted in our passion for our clients. Everything we do is centred on our delivery of Insurance Good and Proper.

Job Description

The candidate will be responsible for ensuring strategic alignment of initiatives for Outsourced Business (OB) by the System Platform Providers (SPP’s) and the Binder Holders. They will also be responsible for Relationship management between Santam and the SPP’s through frequent engagements; including supporting the Outsourced Business and Business Integration teams. This role will report to the Manager: Outsourced Business Operations.

Principle accountabilities

  • Responsible for ensuring strategic alignment of initiatives for OB by the SPP and the Binder Holder.
  • Responsible for managing relationships between Santam and the SPP’s through frequent engagements.
  • Responsible for supporting the OB and Business Integration teams. Central point of contact at Santam for all SPP’s.
  • Maintaining and reporting on initiative backlog. Drive the implementation of various initiatives through the SPP and Binder Holder.
  • Compiling steerco pack for monthly meetings with the SPP’s. Chair, facilitate and minute the compulsory monthly Steerco meetings held with business.
  • Prioritisation of new initiatives with the Outsourced Business Committee.
  • Driving completion of initiatives timely and within budget.
  • Attend monthly prioritisation meetings and provide feedback on the implementation of various initiatives to the Outsourced Business team.
  • Responsible for managing the SPP initiative budget and estimation management; review of work orders and costing.
  • Reviewing of invoices against work orders and facilitation of invoice payment.
  • Attend meetings with Binders Holders, SPPs and Santam business teams relating to new deployments, migrations, issue resolution and provide guidance relating to requirements that may be required.
  • Prepare for quarterly planning meetings and drive the discussion and agreement to the initiatives.
  • Assist in driving delivery of data from the SPPs and Astute.
  • Assist in driving completeness and accurate data for Outsourced Business.

Qualifications and Experience

  • A tertiary qualification in Business Management
  • Higher Certificate in Insurance
  • Minimum 5 years’ experience in project management

Skills

  • Microsoft Excel, Word, PowerPoint
  • QlikView and Qlik sense
  • JIRA
  • Confluence
  • Understanding of the OB model would be an advantage

Competencies

  • Ability to build and maintain relationships
  • Communication and strong facilitation skills
  • Resilience
  • Attention to detail and strong analytical skills
  • Good project management skills
  • Change management skills
  • Innovative and creative skills
  • Negotiating skills
  • Ability to convince and influence
  • Ability to drive project time-line

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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. 

Our commitment to transformation

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

Click here to apply

We wish you all the best with your applications

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