Lisp Operations Manager: New Business, Switches and

2 weeks ago

Johannesburg, Gauteng, South Africa Sanlam Full time

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.

We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.

We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.

Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions.

While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.


What will you do?

  • To oversee the effective management and functioning of an administration department servicing of clients within the LISP area. Managing the new business, switches and annuity areas, across different product types including Discretionary Products, Living Annuity policies, Endowment policies, and individual Retirement Funds.
    Key outcomes
  • The following outcomes will be expected to be achieved:
  • Leadership:
  • Manage the team ensuring execution of their duties while ensuring that a high-performance culture is encouraged. Ensure the teams demonstrate the company's Values.
  • Focus on improving employee engagement.
  • Manage culture, performance, talent, succession, and training needs of staff.
  • Ensure staff compliance with company policies and procedures.
  • Lead, motivate staff in handling change, and build trust and partnership.
  • Financial management:
  • Monitor and control team expense budgets including E&O root causes do not reoccur.
  • Operational effectiveness:
  • Manage all admin processes within Individual New Business, Switches and Annuity Payroll which include:
  • Processing of instructions within SLA and quality.
  • Ensuring overall data quality and Assurance.
  • Ensuring all client communication is timely, informative and accurate.
  • Ensure reports are produced accurately & timeously to management, clients and regulators where applicable.
  • Implementation of team related projects, testing and company initiatives.
  • Resolve complaints and E&Os.
  • Ensure compliance with all legislation (e.g. POPI, FICA, FAIS).
  • Stakeholder management:
  • Build and maintain exceptional internal and external client relationships by ensuring client satisfaction is achieved across all processes.
  • Collaborate with internal stakeholders and ensure stakeholders are managed effectively.
  • Drive customer loyalty and retention through excellence in customer service.
  • Ensure TCF values in all dealings with internal and external clients.

Qualifications and experience

  • Relevant Degree/ Tertiary Qualification
  • Leadership or Management Development Qualification advantageous
years' experience in LISP Industry

  • At least 3 years' management experience

Competencies

  • People Management
  • Problem-Solving
  • Analytical Skills
  • Ability to Function Independently
  • Communication Skills
  • Client Focus
  • Cultivates Innovation
  • Collaborates
  • Drives Results
  • Being Resilient

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Honesty, integrity and respect
  • Selfstarter and self confidence
  • Ability to cooperate and thrive within independent and team environments

What will make you successful in this role?

Qualification and Experience

  • Diploma or Grade 12 with 6 to 8 years related experience.
    Knowledge and Skills


 Support function management
  • Operations Management
  • Relationship Management
  • Management of employees
    Personal Attributes


 Optimises work processes
  • Contributing through others
  • Builds effective teams
  • Contributing through others
  • Decision quality
  • Contributing through others
  • Directs work
  • Contributing through others

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 five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Core Competencies


 Cultivates innovation
  • Contributing through others
  • Customer focus
  • Contributing through others
  • Drives results
  • Contributing through others
  • Collaborates
  • Contributing through others
  • Being resilient
  • Contributing through others

Turnaround timeOur 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

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