• Job Description

  Req#: 23358

  Who are we?

  Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

  What will you do?

  The successful candidate will be required to efficiently and effectively administer all New Business submitted, client after care admin requests. Whilst doing effective record keeping of submitted, accepted, returned and declined new business and admin. Providing timely and professional feedback to intermediaries or within the department.

  What will make you successful in this role?

  Quote and application and supporting documentation uploads
  Identify and request any outstanding requirements from intermediaries/clients
  Scanning and uploading of requirements received when requested
  File creation and preparation for clients
  Arrange for medicals
  Portfolio reviews
  Requesting tax and contribution certificates
  Accurate and timely investigations and feedback to intermediary and stakeholder queries
  Proactive lapse management
  Professional and well-structured communication of requirements and follow ups
  Policy maintenance
  Identify and request any outstanding requirements from intermediaries and internal staff
  Submit maintenance alteration requests on policies
  Prepare import excel sheets for scheme retirement policy increase
  Draw portfolio slip for all completed requests
  Effective administration of all incoming requests, google doc’s and requirements
  Requesting contracts to clients and portfolio slip when required
  Administration of requirements for new business, underwriting, claims and admin.
  Verifying and signing of recognition of transfers documents
  Risk identification in all processes of onboarding and amendments on policies
  Identification of problems
  Identify any process gaps or where it can be improved
  Quote packages: Sanquote /Office Quote
  Verification of data captured versus documentation submitted
  Identify and request any outstanding FIA source documentation for entities
  Report any discrepancies picked up to management and the compliance department

  Qualifications and Experience

  Grade 12
  Diploma in Business Administration will be an advantage
  Minimum of 3 years working experience in Insurance industry, New Business and Admin environment
  Good product and system knowledge will be an advantage
  Knowledge of Sanlam’s support services and administration processes

  Knowledge and Skills

  Excellent English (verbal & written) language skills
  One Local Namibian language will be a competitive advantage.
  Intermediate administration, recording keeping and data management
  Basic Mathematics calculations will be required
  Proficient in Microsoft Office, Company’s software, TE, Sanport, Sanfin

  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.

  Our commitment to transformation

  The Sanlam Group is commited 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 the key components to ensure a thriving and sustainable business in Namibia. The Group's Employment Equity plan and targets will be considered as part of the selection process.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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