First Line Manager: New Business: Jg: 09

The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam’s retail business in South Africa. It provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) currently with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Our products are designed to facilitate long-term wealth creation, protection and niche financing and therefore these solutions are engineered around client needs.

Savings, which is one of the businesses within SRA, offers Savings solutions to various segments within the market.

At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. Job Purpose:
Ensuring that the reporting team effectively implements the organisational objectives and plans.

Enabling team members to ensure effective execution and achievement of the role deliverables. Output/Core Tasks:
Business requirements clearly and accurately communicated to the personnel.
Effective communication to other role-players to ensure accurate and efficient processing of transactions requested by the client. Queries should be handled with urgency and swift conclusion.
People and performance management within a productivity, quality and service orientated driven environment.
Identify process shortcomings & discrepancies and resolve and communicate with relevant stakeholders.
Ensure effective management of Service Level Agreements between New Business and other stakeholders, which includes effective capacity planning and absenteeism management.
Making effective use of MIS to manage the effectiveness of the department, alongside with the Workforce Planner of the business.
Identify training and development needs of the team and individual staff members.
Ensuring processes are followed within your team, therefore signing off on Key Controls for auditing purposes.
Effectively manage the budget of the department. Output/Core Tasks contiuned:
**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, inputs from our teams and possible enhancements to remain relevant.
Measuring team’s progress throughout the year in comparison to the Action Plans identified.
Should be agile and move within any area at any given time within the business to be able to manage different teams: This becomes part of development and flexibility of understanding the business.
Effectively and timeously manage My Workspace (employee system)
Should have regular individual and team meetings with the team to maintain effective communication and a high focus on relationship building.
Drive, embed and vest Savings Values and Culture within the business Role Requirements:
Environment necessitates overtime in peak periods (The amount of overtime hours depends on the business need in terms of the volumes received to conclude the inflow within the specific marketing month) - it is compulsory for the FLM to be available when team works overtime.

**Qualifications**:
**Grade 12 with Mathematics Knowledge and Experience**:
**At least 2 - 3 years’ experience of**:
Managing a production or specialist team in the insurance industry
People management, development and/or coaching
Performance management
New Business knowledge and experience is a requirement
Extracting of information from Management Information Systems
Presentation skills
SanlamConnect sales processes and procedures

**The following would be an added advantage**:
Application of Savings or Legacy rules and processes.
New Business administration systems (business processes; system processes and work methods) of Savings or Legacy.

**Understanding of New Business systems Competencies**:
Building and maintaining relationships
Excellent Communication skills
Customer service and ensure we treat customers fairly
Decision making
Planning and organising
Result driven
Change Management
Team Success 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 opportuniti