Suspense Batch Specialist (PG6/7) - Business Shared Services

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Date: 23-Feb-2021

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Who are we?
 

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?

 

  • To investigate and rectify any irregularities on the Epsilon plans where the premiums did not apply programmatically.
  • To handle exceptions on Epsilon reports as well as debits and credits on our control accounts.
  • To perform refunds and transfers to New Business.

What will make you successful in this role?

 

  • In Depth and timeous handling of related suspense items on Epsilon.
  • Handling of activities received from internal clients (CCC, NUB etc.)
  • Sufficient information communicated to client in an appropriate manner. Explain technical and understandable information in written feedback to internal customers regarding Suspense items.
  • Time management with regard to high volume production
  • Administration of International Plan (related to Finance, SARB, and ABSA bank etc.)
  • Cancel, skipping, back-dating and reinstating growth on an Epsilon  policy record
  • Testing of relevant systems for user acceptance testing

 

Qualifications:

 

  • Grade 12  with Mathematics and/or Accountancy will be advantageous
  • 3 year degree/diploma will be advantageous

 

Knowledge and Skills:

 

  • Epsilon System applications and Sentrix
  • Epsilon products and product rules
  • Collection-, exits processes and the impact of processes on accounting.
  • Epsilon Suspense Systems Accounting
  • Relevant business Rules
  • Walker system
  • E2 Financial system


Experience: 

 

  • 2 Years Policy Administration
  • 2 Years Epsilon processes and rules

 

Sanlam Core Competencies:

 

  • Cultivates innovation
  • Client focus (TCF)
  • Drives results
  • Collaborates
  • Flexibility and adaptability

 

Personal qualities:

 

  • Being Resilient
  • Communicates Effectively

 

 

Closing date: 9 March 2021

 

Personal Attributes

Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently

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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - 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. 

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.