Manager: Cross Sell Operations

2 weeks ago

Johannesburg, Gauteng, South Africa Sanlam Full time
Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market.

It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans.

In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group.

The cluster focusses on retail products, as well as group schemes. What will you do?

Generate new business by cross selling Retail Mass products to clients and achieve defined sales targets
Ensure accurate processing/administering of requests from advisors/clients on the following:
New Business on boarding
Policy Administration
Reviewing policy information and cancellation documents received from financial organisations
Achieve Sales Leads generation and leads qualification targets
Process and validate credible consolidation and cross-sell leads for distribution channels
Manage and monitor the success of leads and other cross sell initiatives.
Regular and accurate monitoring and reporting.
Design and articulate the operational business requirements to support the relevant product offerings
Contributes to the broader product and value proposition functions from a cross-sell perspective
Support and enable cross-sell success from a process, efficiency, and operations point of view including performance metrics and SLA's
Ensure adherence of all processes and functions to POPIA, FAIS, TCF etc.
Provide effective feedback to clients and intermediary
Policy Retentions
Build effective business intelligence and reporting to support cross sell
Effective Budget & Expense Management

Role Requirements
Service Level Management and taking management actions to improve
Quality Management
Compliance with all relevant legislation
Brand management
Managing performance levels, identifying poor performance, implementing corrective plans, rewarding top talent.
Ensure adherence to Standard Operating procedures
Capacity planning and management
Talent management / Developing others
Expense budget management, reducing operational expenditure
Ensure effective change management What will make you successful in this role?

Qualifications:

Matric
RE1 & RE5
Management Development program
Degree/Diploma/Certificate in Business Admin

Experience & Knowledge
At least 5 years management experience in insurance and client service, preferably in a client services/sales environment.
People Management
Computer literacy in MS Word, Power Point and Excel is essential.
Retail Mass Product knowledge

Competencies
Problem Solving
Cultivates Innovation
People Management and Recruitment
Well-developed communication (verbal and written) skills
Adapting and responding to change
Coping with pressure and setbacks
Teamwork and Collaboration
Client Service Orientation
Proactivity
Commercial Understanding and Business Acumen
Driving Results Personal Attributes Organisational savvy - Contributing strategically Balances stakeholders - Contributing strategically Plans and aligns - Contributing strategically Optimises work processes - Contributing strategically 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 strategically Customer focus - Contributing strategically Drives results - Contributing strategically Collaborates - Contributing strategically Being resilient - Contributing strategically Turnaround time
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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