Team Leader: Quotations – Sanlam – Bellville, Western Cape

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 100years 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.
Sanlam Umbrella Solutions

SUS focuses on providing flexible umbrella fund solutions for employers to offer their employees packaged, flexible retirement saving and risk options.
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?

The purpose of this role is to provide quotations in respect of new clients and existing clients to ensure profitability and sustainability by taking the risk profile, experience and other relevant information into account while building and maintaining relationships with colleagues, clients and other stakeholders through expertise, service and support. The purpose of the role is also to be responsible for the growth, development and the effective management of team members on a daily basis. This is a high-pressure environment and candidates need to be able to produce high quality work while ensuring that tight deadlines are met.
Key Responsibilities

• Obtain, assess and analyse all relevant information needed to provide a new business quotation and/or amendment quotation.
• Take the client’s risk profile, and all other relevant information into account to calculate rates and medical free cover limits in such a way to still target a specified profit margin and expense charge.
• Liaise with Insurers for quotation comparisons and guidance/opinions on out of the norm requests/terms and conditions.
• Assessing and calculating the risk and operational expenses for the benefits requested, utilising the pricing tool.
• Ensure that legislative requirements are met to ensure compliance.
• Prepare quality new business quotation documents and/or amendment documents to be issued to clients.
• Accurate recording of data for business intelligence and reporting.
• Consider wider topics of risk management such as occupational and industry risks and trends.
• Constant upskilling in our products as that will impact on the decisions you make when preparing quotations.
• Constantly be on the lookout to improve/optimize internal processes.
• Ensure all work is accurate and delivered on a professional level.
• Ensure processes are adhered to and records are updated.
• Ensure all quotations are finalized within the agreed turnaround times and allocated timeframes.
• Ensure that all authorization requirements are met.
• Ensure that any irregularities are brought to the attention of the Manager.
• Contribute towards reducing departmental operating costs.
• Play a meaning full role in the development of the quote system, ensuring that it’s aligned with insurer’s/product specifications and costs.
• Testing of the quote system as when required which may be after hours.
• Effective management of the day to day workflow of team members.
• Support special projects (revisions, quote projects) and rotate duties to team members as allocated by the manager.
• Effective supervision of team members in general.
• Support team with difficult queries and complex quotation calculations.
• Assist team members in their training and development needs.
• Mentoring and coaching team members. to ensure constant upskilling and investing in the team’s growth and development.
• Facilitate continuous improvement to ensure operational efficiency.
• Create a positive work environment and ensure that all team members perform in accordance with the company’s core competency expectations.
• Provide in-put to team members’ Performance reports and conduct the formal Performance discussions of junior team members bi-annually.
• Bi-weekly check-ins with team members to provide general support and to determine/prevent problems/issues in terms of team member’s wellbeing, work ethic and work quality
• Keep up to date with changes in the business, department, industry and legislature.

Knowledge and Skills

• A Minimum of 3 – 5 years’ experience in an Employee Business environment with experience in a Group Risk/Retirement fund pricing environment.
• Knowledge of the pension funds act.
• Computer literate with proficiency in Microsoft Office (Word, Excel, OneDrive for Business, MS SharePoint and MS Teams).
• Excellent analytical thinking with regards to identifying, analysing and solving problems.

Qualification and Experience

• Grade 12 with Mathematics (minimum “C” symbol in pure Maths – not Maths literacy)
• Post matric qualification e.g. IRF will be advantageous.

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.

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
• Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
• Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
• Displays Care – Showing care and consideration to our clients that extends beyond professionalism.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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 as well as people with disabilities.