Job Description

About Sanlam Corporate:Our vision is to be the preferred partner to 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.The overall purpose of the role:The purpose of this role is to provide quotations in respect of new clients and existing clients to ensure profitability and sustainability by taking the risk profile, experience and other relevant information into account while building and maintaining relationships with colleagues, clients and other stakeholders through expertise, service and support.Key Responsibilities:

• Gather and analyze information for new or amended business quotations.
• Consider client risk profiles to calculate rates and medical cover limits, targeting profit margins.
• Liaise with insurers for quotes and guidance on unusual requests.
• Assess and calculate risks and expenses using pricing tools.
• Ensure compliance with legislative requirements.
• Prepare and issue quality quotation documents.
• Record data accurately for reporting.
• Consider broader risk management topics.
• Continuously upskill in products to inform decisions.

Key Responsibilities (continues):

• Optimize internal processes.
• Deliver accurate, professional work.
• Adhere to processes and update records.
• Finalize quotations within agreed timeframes.
• Meet authorization requirements and report irregularities.
• Help reduce departmental costs.
• Stay updated on business, industry, and legislative changes.
• Collaborate with stakeholders to support client retention and acquisition.
• Train and support junior team members.
• Assist with special projects as assigned

Key Responsibilities (continues) :Work-flow coordinator on rotating basis:

• Receive quotation requests via quotes inbox and capture these onto the system.
• Make sure and monitor on daily basis that no quotes are overlooked.
• Strive to delegate work to team members as quickly as possible.
• Prioritize, manage and control urgent requests received and ensure these are produced ASAP.
• Handling of queries/quotes that do not meet minimum requirements.
• Check that all documentation required is received, and contact intermediaries to inform them of outstanding information.
• Willingness to assist quotes team with backlog /urgent requests.
• Ensure any irregularities are brought to the attention of the team leader.

Qualification and Experience:

• Grade 12 with Mathematics (minimum C symbol with regards to Mathematics - not Mathematics literacy).
• Post matric qualification e.g. IRF will be advantageous.
• Good excel knowledge

Knowledge and Skills:

• 5 years Employee Business experience.
• Knowledge of the pension funds act.
• Computer literate with proficiency in Microsoft Office (Word, Excel, OneDrive for Business, MS SharePoint and MS Teams).
• Excellent analytical thinking with regards to identifying, analysing and solving problems.

Teamwork Qualities:A strong team player:

• Communicates Clearly - Shares ideas openly and listens actively.
• Maintains Honesty: Practices transparency and builds trust.
• Shows Responsibility - Takes ownership of tasks and completes them to a high standard.
• Shares Values - Aligns with team goals and values.
• Participates Equally - Engages actively and values everyone's contributions.
• Courage - Addresses difficult issues and speaks up when needed.
• Ensures Accountability - Holds self and others accountable.

Core Competencies:

• Cultivates Innovation - Creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

Turnaround timeThe 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 transformationThe 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