Actuarial Analyst Jobs in Bellville

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About the job


Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

What will you do?

The main purpose of this job is to assist with the implementation of new clients as well as the servicing of clients (including existing clients). Also have the responsibility to resolve client queries via telephone and email (CRM). Support the Sales team and foster client growth. Understand client data, eg. Volume and value of transactions, fees generated, lapse/unpaid ratio’s, etc through proactive client management. Report system errors and give ideas/input for process enhancements.

What will make you successful in this role?

  • Succesfull onboarding and servicing of clients
  • Implemented process enhancements
  • Reported system errors
  • Resolved client queries
  • Transferred knowledge & skills
  • Good CRM skills (Client Relation Management)
  • Managed risks
  • Supporting the Business Manager and sales consultants

Qualifications

  • Grade 12 with Accounting background
  • Appropriate Money Movement experience/knowledge
  • Computer literacy (Excel & Word)
  • Diploma / Degree will be advantageous

Experience, Knowledge & Skills

  • Multi Data system knowlegde
  • Understanding client needs
  • Multi Data procedures and processes
  • Bank and Financial industry knowledge
  • Money movement knowlegde

Qualification And Experience

Grade 12 with 3 to 4 years related experience.

Knowledge And Skills

Processing transactions and conduct simple calculations

Record keeping; filing and maintenance of databases

Maintain work standards and quality verification

Data Collection and processing of transactions

Procedures Knowledge

Personal Attributes

Plans and aligns – Contributing independently

Interpersonal savvy – Contributing independently

Communicates effectively – 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 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 independently

Collaborates – Contributing independently

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – 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.



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