SGR Implementation Specialist

Overall purpose of this role

We are seeking a detail-oriented and proactive professional to join our Group Risk Scheme Implementation team. You will lead the onboarding of new clients, ensuring accurate setup of risk benefits and seamless integration into our operating system. This role requires strong technical knowledge of Group Risk products, sound judgment, and the ability to work independently. You’ll collaborate with internal and external stakeholders—including Retirement Fund Administrators, Distribution Channels, and Front Offices—to verify membership data, coordinate benefit structures, and support processes related to premiums, claims, and underwriting.

Key responsibilities

• Interpret complex documentation and data to align risk benefit structures with signed quotations and policy terms.
• Lead the implementation of non-standard group schemes, ensuring system and stakeholder alignment.
• Collaborate with Retirement Fund Administrators across Umbrella Funds for consistent administration.
• Configure risk benefits per employer needs, including Front Office arrangements.
• Integrate evolving client and operational requirements into workflows.
• Validate employer and member data uploads to ensure benefit accuracy.
• Manage changes to risk structures and assess impact on claims, underwriting, premiums, and records.
• Support annual rate revisions and ensure accurate system updates.
• Monitor product and legislative changes for implementation impact.
• Issue Member Benefit Statements in line with PPR standards.
• Oversee member data uploads, group transfers, and medical underwriting, including takeover cover scenarios.

Experience and Qualifications

• Matric with Mathematics and/or Accounting (minimum C symbol).
• 5–7 years’ experience in Group Risk, with strong knowledge of new business processes.
• Solid numerical and analytical skills.
• Good understanding of Group Risk products, processes, and employer services.
• Proficient in Outlook, Word, and Excel to support implementation tasks.
• Familiarity with Sanlam Group Risk policies, Fund Rules, product structures, and relevant legislation.

Knowledge and skills

• Strong understanding of Group Risk products, policy structures, and Fund Rules.
• Ability to interpret complex client documentation and apply technical expertise.
• Skilled in Outlook, Word, and Excel to support implementation tasks.
• Analytical mindset with attention to detail and process improvement focus.
• Excellent time management, problem-solving, and decision-making abilities.
• Clear and professional communication skills, both written and verbal.
• Proactive, adaptable, and resilient in a fast-paced environment.
• Strong customer service orientation and collaborative team approach.
• Innovative thinker with a drive to enhance service delivery and efficiency.

Core competencies

• Innovative mindset focused on continuous improvement.
• Strong client orientation with a commitment to service excellence.
• Results-driven and reliable under pressure.
• Collaborative team player with strong relationship-building skills.
• Resilient and adaptable in challenging situations.

Personal qualities

• Flexible and resilient in challenging situations.
• Confident in addressing complex or sensitive issues.
• Skilled in making sound decisions in complex environments.
• Accountable and committed to delivering results.
• Organized and able to plan effectively to meet goals.

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 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.