Team Leader (switches) - Bellville

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Date: 03-Aug-2022

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Who are we?

Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.

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?

  • Set clear direction in respect of team goals, objectives and outputs, performance management, training, coaching and system related duties. 
  • Manage and monitor compliance and adherence to service level agreements. 
  • Monitor risk within the team, department and system and liaise with relevant parties to manage, decrease and or remove these risks. 
  • Identify and inform Manager / Client Relationship Managers of any issues (Escalation) 
  • A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements. 
  • Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core – managing the correctness of processing within a functional team. 
  • Manage correctness of processing/recording/reporting within a team. 
  • Manage professional verbal and written communication and reporting to clients (Internal and external) 
  • Investigate, resolve and respond to internal and external client queries. (Verbal and in writing.) 
  • Guide administrators to investigate, resolve and communicate accurately, effectively and efficiently. (Internally and externally) 
  • Inspiring and motivating team members with regular encouragement, keeping the enthusiasm going by providing coaching when needed 
  • Provide informal feedback on an ongoing basis and conduct performance reviews and formal feedback to identify and develop talent 
  • Dealing with complexity, analysing information and perform unitisation calculations 
  • Processing of switches according to the Life Stage model 
  • Processing of member requests to switch his/her assets in a new selection of investment portfolios 
  • Checking if switch requests are valid and verify if the portfolio options selected are valid 
  • Verify member’s portfolio value before and after a switch was processed 
  • Building of excel files according to requirements 

Behavioral Competencies

  • Conceptual thinking skills 
  • Must be able to work under pressure, Individually or as member or a team 
  • Team player 
  • Innovative thinker with good problem-solving skills 
  • Flexible 
  • Able to adapt to change 

Knowledge and skills

  • Audit and expense management controls 
  • Department operations and office management 
  • Vendor and supplier and customer management 
  • Management of admin/clerical employees 
  • Good understanding of regulatory and statutory environment 
  • Report management and interpretation
  • Ability to delegate tasks to individual team members 
  • Excellent English writing skills 
  • Excellent computer skills, especially MS Excel 
  • Exceptional attention to detail 
  • High level of accountability 
  • Excellent interpersonal and communication (written and verbal) skills 
  • Client focus 
  • Professional profile 
  • Excellent report writing skills 
  • Effective time management skills 
  • Process orientated 
  • Self-motivated with a strong focus on delivery 

Qualifications and experience

  • Grade 12 with Maths 
  • 5 to 6 years Employee Benefits experience
  • 3 years of proven work experience as a team leader 
  • Knowledge of member investment switches and Life stage model switches 
  • Knowledge of unitisation investment funds 
  • A relevant management qualification will be advantageous 

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.