Case Owner

3 weeks ago

Bellville, South Africa Santam Full time

Who are we?
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper. What will you do?
Santam’s Operation’s department has an exciting new role and position available for a Case Owner who will be based in the Service Centre team within the C ommercial Contact Centre, Bellville.

The Case Owner will manage the Brokers experience by providing a dedicated service for high value requests from quotation through inception, amendments to renewal of the policy. The Case Owner is fully responsible for a specific portfolio; this includes regular engagement with brokers when it is required as well as the key stakeholders from Broker Services, Risk services and Claims.

Key Responsibilities
- Provide a dedicated service to the brokers of a region, focussing on the high value policies.
- Understand the different Santam commercial offerings to provide good and proper advice to our brokers.
- Build strong relationships with the relationship manager and technical manager.
- Understand the risk exposure for Santam and provide solid underwriting advice to key stakeholders.
- Ensure corrective underwriting actions by incorporating and discussing risks with technical manager, risk services and relationship manager.
- Manage the referral process for above mandate requests. Ensure high levels of engagement by providing brokers with continuous feedback.
- Identify trends and inaccuracies in specific portfolio and take the necessary corrective action and or provide feedback to broker services and risk services.
- Ensure data quality
- Compile reports per Broker for discussion including trends and deviations from process What will make you successful in this role?
- Matric completed
- Relevant Insurance Related Qualification
- FAIS compliant
- More than 5 years Commercial Lines experience
- In-depth knowledge of the different Santam Commercial offerings
- Working knowledge of reinsurance

**Skills**:

- Computer Literate (MS Office Package),
- Relevant System Knowledge (PolicyCenter WebE, CRM),
- Underwriting,
- Compiling and Analysing data
- Understanding of operations management
- Strong insurance knowledge
- Ability to transact in the full value offering of service centre
- People management skills Knowledge and Skills Customer Service Reporting and Administration Quality, compliance and accreditation Business Processes Services knowledge Personal Attributes Communicates effectively - Contributing independently Decision quality - Contributing independently Manages conflict - Contributing independently Optimises work processes - Contributing independently 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 - Contributing independently 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.

  • Platform Owner: Digital

    1 week ago

    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and...

  • Platform Owner: New Business Quotes

    3 months ago

    Bellville, South Africa Sanlam Full time

    What will you do? - People and Resource management. - Support agile events, including presentations, introductions, show& tells, and retrospectives - Maintain an understanding of the existing and potential platform capabilities. - Proactive identification of platform enhancements (including non-functional), lead business case approval process, facilitate...

  • Platform Owner: Digital

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and...

  • Project Manager: Data Delivery

    4 weeks ago

    Bellville, South Africa Sanlam Full time

    **What will you do?** - The Santam Group Data Strategy Office has a position available for a PROJECT MANAGER to lead and manage the delivery of strategic Data Use cases as a key enabler to derive value from the Data.- The role will work across all divisions of Santam to ensure end-to-end delivery of data use cases. The individual will report to Product Owner...

  • Product Owner: Web

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Senior Testing Analyst

    2 months ago

    Bellville, South Africa Nexio Full time

    **SUMMARY AND PRIMARY OBJECTIVES** We are seeking a skilled and experienced Senior Test Analyst to join our team and play a crucial role in the testing and quality assurance of our Techno services. As a Senior Test Analyst, you will be responsible for manual testing, integration testing, and defining and implementing automation testing strategies and hands...

  • Senior Financial Analyst

    4 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...

  • Senior Financial Analyst

    2 weeks ago

    Bellville, Western Cape, 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...

  • Client Care Representative: Intermediate Funds

    4 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...

  • Specialist Ss8

    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...

  • Specialist Ss8

    1 week 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...

  • Client Care Representative: Intermediate

    4 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...

  • Support Specialist Ss5 and Ss6

    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...

  • Support Specialist Ss5 and Ss6

    4 days 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...

  • Forensic Analyst

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Specialist Ss8

    2 weeks ago

    Bellville, Western Cape, 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...

  • Client Care Representative: Intermediate

    2 weeks ago

    Bellville, Western Cape, 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...

  • Specialist Ss8

    2 weeks ago

    Bellville, Western Cape, 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...

  • Support Specialist Ss5 and Ss6

    2 weeks ago

    Bellville, Western Cape, 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...

  • Client Care Representative: Intermediate for Skill

    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...