Job Description

About Sanlam Corporate

Our vision is to be the preferred partner to the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.

Division

One of the largest businesses within the Sanlam Group, Sanlam Corporate (SC) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SC assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members

Purpose of the role

To provide Sanlam Group Risk clients with policy documents and other contractual documents which fully comply with all requests from the client and the terms and conditions of the insurer within a certain time-frame.

Responsibilities

Policy documents

• Drafting and finalisation of Group Risk policy documents and other contractual documents for new and existing clients
• Analyze and investigate relevant information to ensure accurate policy documents and other contractual documents
• Timeously attend to enquiries relating to policy documents and other contractual documents

Stakeholder engagement

• Negotiations with CRM's/Sales consultants/Front Offices/Risk Consultants and internal departments regarding policy wording with the aim to deliver client service and final documentation
• Building long-term client relationships

Legislation

• Long Term Insurance Act
• Other relevant legislation that may impact the policy documents

Responsibilities (continuous)

Technology

• Microsoft Office (Word, Excel, Access and Outlook)
• GhostDraft/Content Manager/MIP-PF
• Group Risk product knowledge
• Dependent on input from consultants and other departments
• Changing environment/industry
• Diverse Client needs

Self-Management

• Keep abreast with relevant changes in the industry
• Work delivered within contracted turnaround times
• Prioritise Work
• Time management
• Attention to detail

Qualification & experience

• Matric / Grade 12 with good grades in Languages
• Tertiary qualifications advantageous
• Experience in a contracts drafting environment or in the Group Risk environment of at least 5 years
• Well-versed in English and Afrikaans
• Computer literate with proficiency in Microsoft Office (Word, Excel, Access and Outlook)

Knowledge and Skills

• Good product knowledge and a broad understanding of the Group Risk and / or Employee Benefits environment
• The ability to interpret policy provisions and client instructions
• Competent in Microsoft Word and Outlook

Personal Qualities

• Building collaborative relationships internally and externally
• Team player
• The ability to create and enhance an atmosphere of learning and delivering in the department
• Conflict Resolution
• Demonstration of living the company values
• Excellent client service ethics

Our aim is to help you 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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as 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

The Sanlam Group 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.

Sanlam