Acceptance Coordinator

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 believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent. 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 and live with confidence.

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.
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. What will you do?

To complete the onboarding and acceptance process of all new and existing Sanlam Group Risk Corporate clients.
Key Responsibilities

Acceptance Co-ordinating
- Ensure new Sanlam Group Risk Corporate clients are onboarded by:

- Completing due diligence of clients based on installation documents.
- Vetting the installation documents.
- Liaising with the relevant Distribution channels regarding any outstanding/discrepancies on the installation documents.
- Creating unique client code on systems as required.
- Communicating the onboarding to the relevant internal departments.
- Ensure changes to existing Sanlam Group Risk Corporate clients are executed by:

- Comparing existing and new benefit structures.
- Vetting the installation documents.
- Completing due diligence of clients based on installation documents (if required).
- Liaising with the relevant Distribution channels regarding any outstanding/discrepancies on the acceptance documents.
- Communicating the changes to the relevant internal departments.

Stakeholder Engagement
- Negotiations with Client Relationship Managers/Sales consultants/Front Offices/Risk Consultants and internal departments regarding the acceptance process
- Client relationship by building long-term relationships

Self-Management
- Keep abreast with relevant processes and legislative changes in the industry
- Work delivered within contracted turnaround times
- Prioritise Work
- Time management
- Attention to detail
- Build and maintain relationships

Qualification and Experience
- Matric / Grade 12
- Experience in the Group Risk environment of a minimum of 2 years - 5 years
- Well-versed in English and Afrikaans
- Computer literate with proficiency in Microsoft Office (Outlook, Word and Excel) Knowledge and Skills
- Sound technical knowledge of Group Risk / Employee Benefits / Retirement Funds and the applicable legislation
- Excellent Communication Skills both verbal and written
- Excellent Client Service
- Competent in Word and Outlook Behavioural Competencies
- Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
- Courage - Stepping up to address difficult issues, saying what needs to be said.
- Manages Complexity - Demonstrated ability and proven record to make complex decisions.
- Ensures Accountability - Holding self and others accountable to meet commitments.
- Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals Core Competencies
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations. 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 ke