First Line Manager: Underwriter: Retail Affluent:

3 weeks ago

Bellville, South Africa Sanlam Full time

**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.

**Purpose of the role**
- The role of the First Line Manager is to manage, coach and develop the Underwriting/Underwriting-related team to enable them to effectively execute on the role responsibilities and to achieve the desired outputs and behaviours aligned with the SRS strategic objectives.- The multi-focus team consists of Underwriters of various experience levels, as well as Administrators. You will be part of a dynamic management team that consists of other First Line Managers, an Operations Manager and Chief Underwriter.**What will you do?**
- Communicate business requirements clearly and accurately to the team.
- Effective communication to other role-players to ensure accurate and efficient processing of transactions requested by the client.
- Query handling with accuracy, urgency and swift conclusion.
- People and performance management within a productivity, quality and service orientated driven environment.
- Identify process shortcomings and discrepancies and resolve and communicate with relevant stakeholders.
- Ensure effective management of Service Level Agreements between New Business and other stakeholders, by means of effective capacity planning and absenteeism management.
- Making effective use of MIS to manage the operational effectiveness of the department.
- Ad hoc, daily, weekly, monthly or quarterly planning of operational activities of the team.
- Identify training and development needs via trend analysis and with input of Training & Development team.
- Effectively manage the budget of the department.
- Reporting based on:

- The performance of the team
- Trends identified with possible solutions
- Strategic action plans:

- Identifying action plans along with the rest of the Management team for a specific year (up to 3 years), based on historic performance, input from teams and possible enhancements to remain relevant.
- Conduct regular individual and team meetings to maintain effective communication and a high focus on relationship building.
- Role-model, drive, embed and vest SRS Values and Culture within the business.
- In collaboration with the Chief Underwriter, ensure that the development plan of the team is reviewed monthly, and progress communicated to team members.
- Building relationships with brokers and advisors to ensure adoption of operational processes and client centric outcomes.

**Note**:
**The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received.**

**What will make you successful in this role?**

**Qualification**:

- Relevant tertiary qualification.
- Relevant Management or Leadership development programs will be an advantage.

**Experience**:

- 2-3 years managing a production team and/or specialist in the Banking/Insurance industry.
- Experience in a New Business environment.
- Experience in people management, development and/or coaching/mentoring.
- Performance Management experience.
- Exposure to extracting and interpretation of data from Management Information Systems will be an advantage.

**Knowledge**:

- Knowledge of Financial or Risk products

**Competencies**:

- Communicates effectively
- Presentation skills
- Business insight
- Decision quality
- Analytical thinking
- Cultivates innovation
- Plans and aligns
- Concern for accuracy
- Customer focus
- Collaborates
- Drives results
- Influencing and gaining commitment
- Team success
- Being resilient
- Tech savvy

**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 time**Closing date: 28 February 2024**

**Our commitment to transformation**

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what driv

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