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Client & Data Specialist

3 months ago

Bellville, Western Cape, South Africa Sanlam Full time
Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market.

Sanlam Life and Savings consists of three clusters
  • Sanlam Corporate
, Sanlam Retail Mass and Sanlam Retail Affluent.

The Sanlam Life and Savings Office provides strategic direction, coordination and support to the three clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

Business Description
Sanlam Loyalty & Rewards(L&R) is responsible for providing group-wide loyalty and rewards solutions to businesses and customers.

Sanlam L&R serves different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive loyalty membership programs.

These include the latest Wealth Bonus rewards ecosystem, the Sanlam Reality Club, Core & Plus membership options that offer enhanced client experience and business impact across the Sanlam Group.

At Sanlam, we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success.

Sanlam is committed to transformation and embracing diversity.

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.

Role Description

We need a Client and Data Insights Specialist with a hybrid skillset across financial services and client data systems to develop and perform data analytics and behavioural science insights for Sanlam L%R.

The Client and Data Insights Specialist will harness actuarial, data science, valuations and software skills to grow the business intelligence function for Sanlam L&R across the Sanlam Group.

This will enable Sanlam Strategic Projects & Partnerships to optimise its investment in Loyalty & Rewards.

The individual appointed to this position is expected to:

  • Grow the Business Intelligence function for Sanlam L&R to ensure evidence based decision-making for the group-wide Wealth Bonus ecosystem as well as the Sanlam Reality self-paying membership options.
  • Work closely with the ITOps team as well as the Product & Marketing teams to produce and enhance internal management reports that track engagement and marketing metrics for the business.
  • Assist in the development and execution of key functions within the Product Team to support Sanlam L&R with analytical insights and management feedback. Outputs/core tasks

Key responsibilities include:

  • Automate Quarterly Engagement reports for key stakeholders and automate where possible:
  • Wealth Bonus
  • Sanlam Life & Savings
  • Sanlam Emerging markets
  • Sanlam Corporate
  • Complete reports on communication metrics and automate these where possible:
  • Welcome communication open & click rates for each membership option
  • Newsletter open & click rates
  • SVSMS open & click rates
  • Create dashboards and perform trend analyses with insights if possible
  • Perform regular data analysis to manage and grow engagement with the various rewards products & services
  • Build client and data insights models that will track historical and predict future client behaviour Requirements

Qualifications:

  • Degree in Actuarial Science, Data Science or Computer Science and at least 34 years' of experience in an analytical field

Experience and skills:

  • Experience in life insurance.
  • Experience querying databases and using statistical computer languages when managing data: (eg. R, Python, SQL, etc.)
  • Experience visualizing/presenting data for stakeholder use.

Role based Competencies:

  • Organized and selfstarter: Mature professional with high standards for quality and quantity of delivering impactful business results
  • People skills: Enjoys working with other technical experts and actuaries. Open and honest communication and proactive approach.
  • Problem solver: Enjoys challenges and applies pragmatic thinking towards collaborating on solving complex business problems.
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 Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Co