Product Support Specialist

2 weeks ago

Bellville, South Africa Sanlam Full time

**About Sanlam Corporate**:

- Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
- We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.

**Division**:
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. Sanlam Umbrella Solutions is responsible for the product development of Sanlam’s umbrella retirement offerings as a multi-employer pension savings vehicle that provides employers with an alternative to the administrative and governance burden of stand-alone pension funds.

**The overall purpose of the role**:

- Responsible for ensuring that all new business is vetted in accordance with the relevant legislation and product requirements while keeping all relevant stakeholders appraised of the progress made. Implementation of new legislative and product requirements into processes for the new business vetting. Reporting on new business in SC Sanlam Umbrella Solutions.

**Key Responsibilities**:

- Ensure that all new clients are vetted in accordance with product and legislative requirements and timeously handed over to the new business team for implementation on the prevailing system/s.
- Check all employer/legal entity registration documents
- Responsible to obtain and capture employer and beneficial owner party due diligence screening information
- Responsible for updating all dynamic risk assessment controls for our division
- Directly involved with template enhancements/ framework for the various reports
- Check the quality of acceptance documents received from stakeholders to ensure all field requirements are completed
- Responsible to ensure any queries relating to employer onboarding are resolved
- Check the accuracy and validity of membership data

**Key Responsibilities (continuous)**:

- Check and review signed quotation submissions
- Check FAIS accreditation via the FSCA portal of Authorised Financial Service Providers
- Section 14 transfers packs are to be reviewed regarding additional information which relates to letters of termination, member communication, HR objection confirmation letter as well as any exceptions to be documented
- Ensuring that no SLAs are breached for the vetting of new business
- Understanding the new business process
- Responsible for all feedback responses to implementation division and contracts
- Initiate underwriting process (where applicable)
- Monitoring the mailbox and ensure that feedback is provided promptly on queries pertaining to new business and vetting

**Qualification and Experience**:

- Grade 12
- A relevant tertiary qualification will be advantageous
- 3 - 5 years’ experience in Employee Benefits / Retirement fund administration
- Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
- Understanding the Sanlam Umbrella and Unity Fund would be advantageous

**Knowledge and Skills**:

- Strong attention to detail and proactive attitude
- Excellent excel skills
- Strong ability to organize and prioritize
- Excellent communication skills both written and verbal
- Results focused and displays energy when performing tasks
- Time management skills
- Ability to work independently

**Knowledge and Skills (continuous)**:

- Innovative and demonstrates initiative
- Ability to perform well under pressure and meet deadlines
- Good interpersonal skills
- Ability to collaborate
- Proactive attitude and a team player
- Strong client focus
- Holding self and others accountable to meet commitments.

**Personal Qualities**:

- **Organisational Savvy** - Contributing through others
- **Decision Quality** -

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