Sgr Implementation Specialist

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 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 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 awesome things. We pride ourselves in helping our employees to realise their worth and live with confidence.
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?

Under limited supervision provide administrative support to a department or a group of professionals. Performs complex and specialized tasks as part of the implementation of system set-ups linked as per request on Employer level to provide risk insurance for their group of employees. Understand the impact of legislative requirements as part of the job function. Implication of the decisions and consequences when performing implementation tasks linked to the risk benefit structure of our clients. Collects, compiles, analyses complex data and information to understand what our clients require from a group risk insurance perspective for their employees. Has the ability to exercise independent judgement and reasoning.
What will make you successful in this role?

Understanding and completing the implementation set-up process of the following installations:

- Free-standing schemes for Employers.
- Employers under a Front Office arrangement.
- Participating Employers under Umbrella Funds.
- Entering the initial members on Inception Date of new Employers/Clients.
- Testing, verifying correctness and accuracy of new risk benefits and risk rates on member level as per signed Quote and Policy before processing any bulk member uploads.
- Issue Member Benefit Statements on Inception Date as per SGR agreement.

The implementation of maintenance performed on operating system. Examples include:

- Risk benefit insurance amendments to existing business - add/remove or change current risk benefits with risk rates implication.
- Convert existing client/employer to other product arrangement within SGR.
- Risk benefit changes with annual revision of rates.
- Testing and verifying correctness and accuracy of new risk benefits and risk rates on member level after each system change per Employer.
- Legislation changes that require risk benefit changes.
- Overall maintenance to any fields which forms part of the scheme set-ups on system level.
- The ability to analyze and access supporting documentation used in the implementation setup process and to identify any development or improvement areas.

Understanding of operational and implementation functions on operating system. Examples include:

- Monthly contribution process
- Annual Rate Revision process
- Death and Disability Claim calculations
- Medical Underwriting
- Upload of member data
- Member Group Transfers
- Member Benefit Statements

Key Responsibilities
- Analyze and investigate any exceptions regarding risk products or processes when dealing with new and existing clients.
- Complete implementation process of risk benefits on Employer (Scheme) Level after verification of acceptance documentation and quotes.
- Adhere to Client’s needs and expectation before finalizing the full risk benefit structure linked to each client.
- Verify scheme risk benefit structure on operating system as part of the Implementation process.
- Testing processes of risk benefit cover and risk rates on member level before doing bulk upload of members.
- Resolve problems identified t