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 planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
What will you do?
- Assessment and independent decision making of complex living benefits e.g. severe illness, disability and sickness benefit claims.
- Ensure that the clients claim request is met within the boundaries of the policy contract, which includes the interpretation of contractual definitions.
- Liaise with relevant stakeholders (e.g. Underwriters, Legal Department, Product Development, Medical Doctors, Re-insurers) to resolve complex assessments.
- Propose improvements to the assessment process.
- Written and verbal communication with clients, intermediaries, underwriters and doctors during the assessment process and on outcome of the claim.
- Taking full ownership for the communication of the outcome of the claim to the client and intermediary that enables them to understand the decision and prevent complaints.
- Complaints handling.
- Contact person to VIP intermediaries for technical enquiries and their clients claims.
Knowledge & Experience
- Experience as an Occupational Therapist or clinical role in the medical field
- 3-5 years experience in the assessment of Living Benefit Claims or Risk claims or Retail claims is recommended.
- Experience in complaints handling
- Knowledge of Risk Products and Benefits is recommended
- Manages complexity
- Good communication skills in English and Afrikaans (written and verbal)
- Working independently
Degree or Diploma with 3 to 5 years related experience.
Knowledge And Skills
Claims administration
Claims settlements of a complex nature
Claims approvals and rejections
Operate within claims guidelines and compliance
Coach and develop others
Personal Attributes
Business insight - Contributing independently
Manages complexity - Contributing independently
Plans and aligns - Contributing independently
Manages conflict - Contributing independently
Build a successful career with us
Were 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 five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, 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 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.
Closing date: 16 August 2024
Our commitment to transformation
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.
