SGR: Implementation Specialist - Bellville

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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, energized 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. Were 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. Division:

One of the largest businesses within the Sanlam Group, Sanlam Corporate (SC) specializes 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 customized employee benefits solutions, including the collection of premiums and communication to fund members.

The overall purpose of the role: We are looking for a meticulous and proactive professional to support our Group Risk Scheme Implementation team. In this role, you will have to perform specialized Group Risk Benefits knowledge and operating system level skills to ensure a successful and comprehensive system implementation of each individual client. You will perform your task with limited supervision, understands legislative and system level implications, and can exercise sound judgment to meet client expectations. Part of the implementation process will require you to engage and provide support to various internal and external stakeholders, including Retirement Fund Administrators, Distribution Channels, Intermediaries, and Front Offices. You will have to take the lead for implementing new clients onto our operating system, ensuring accurate processing of signed quotations and contract documentation. Your responsibilities will include verifying membership data, coordinating benefit structures, and ensuring smooth operational workflows related to premiums, claims, and underwriting. Key Responsibilities

• Analyzing and interpreting complex supporting documentation and data to determine appropriate risk benefit structures aligned with signed quotations and policy requirements.
• Managing the implementation of non-standard and complex group schemes, ensuring compliance and alignment with internal systems and external stakeholder expectations.
• Coordinating with Retirement Fund Administrators across multiple Umbrella Funds to ensure consistent and accurate administration.
• Facilitating the system setup of risk benefits tailored to the needs of each participating employer, often within Front Office arrangements.
• Adapting to changing client requirements and operational procedures, integrating these seamlessly into existing workflows.
• Conducting detailed testing and validation of data uploads at both employer and member level, ensuring benefit accuracy from inception.

Key Responsibilities (continues):

• Overseeing amendments to risk benefit structures, including benefit additions, removals, and rate changes, while assessing the downstream impact on claims, underwriting, premiums, and member records.
• Supporting the annual rate revision process, ensuring all risk benefit updates are reflected accurately in administrative systems.
• Staying abreast of product developments and legislative changes, assessing their impact on implementation and client servicing.
• Issuing Member Benefit Statements in line with PPR requirements, ensuring transparency and accuracy for individual members.
• Managing member data uploads, group transfers, and medical underwriting requirements, including scenarios involving takeover cover.

Qualification and Experience:

• Matric with Mathematicsand or Accounting (minimum C symbol)
• A Minimum of 4 to 6 years experience in Group Risk environment with knowledge of the new business process.
• Strong numerical and analytical ability.
• Overall good knowledge and understanding of the different group risk benefit products, processes and services available to Employers for their employees.
• Strong Outlook, Word & Excel skills to ensure that you will be able to perform all the different parts of the implementation process.
• Understanding of Sanlam Group Risk Policies, Fund Rules, different Group Risk Products, and legislation linked to the implementation process.

Knowledge and Skills:

• Interpret and analyze detailed documentation specific to each client, applying strong group risk benefit knowledge and comprehensive technical expertise within the operating system.
• Good understanding of the different group risk benefit insurance available to Employers for their employees.
• Sound knowledge of products, processes, and services in the overall Group Risk environment.
• Strong Outlook, Word & Excel skills to ensure that you will be able to perform all the different parts of the implementation process.
• Strong analytical and conceptual understanding of Fund Rules, policy structures, and Group Risk Benefits.
• Proactive and solution-oriented mindset, with a demonstrated ability to take initiative and contribute meaningfully within a team environment.

Knowledge and Skills (continuous):

• Proven ability to identify and assess risk areas within existing processes and recommend improvements.
• Excellent organizational and time management skills, with the ability to prioritize effectively in a fast-paced environment.
• High level of accuracy and attention to detail, with the capability to work independently and deliver quality outcomes.
• Exceptional communication skills, both written and verbal, ensuring clarity and professionalism in all interactions.
• Effective problem-solving and decision-making abilities, with a focus on achieving optimal outcomes.
• Innovative thinker, continuously seeking opportunities to enhance processes and service delivery.
• Strong customer service orientation, committed to delivering a positive client experience.
• Excellent interpersonal and collaboration skills, fostering strong working relationships across teams.
• Resilient and adaptable, able to perform under pressure and consistently meet deadlines.
• Flexible in adjusting to evolving client needs and business requirements, while maintaining service excellence.

Personal Qualities:

• Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Plans and Aligns - Planning and prioritizing work to meet commitments aligned to organizational goals

Core Competencies

• Cultivates Innovation by creating new and better ways for the organization 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 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.

Information :

• Company : Sanlam
• Position : SGR: Implementation Specialist - Bellville
• Location : Cape Town, Western Cape
• Country : ZA

How to Submit an Application:

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