Investigations & Business Intelligence Manager

Date: 12-Jun-2019

Location: Johannesburg, Gauteng, South Africa

Company: Sanlam Group

Who are we?

Sanlam is one of the leading financial services providers in the South African entry-level market. We’re in the business of planning for tomorrow. The never-ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more.  It’s our trade and it is something we are passionate about. It’s what makes us Wealthsmiths™. 

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. 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.


Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

  • Lead with courage
  • Serve with pride
  • Care because we respect each other
  • Act with integrity & accountability
  • Grow value through innovation & superior performance
What will you do?

Assists the Chief Actuary with valuations in a financial services institution.  Responsible for premium rates and all other statutory valuation work.  Responsible for the activities of a department or a specific function or area e.g. supervision of actuarial staff, actuarial students and clerical staff.  In Pension Fund Industry would be appointed as Fund Evaluator with responsibility for checking fund calculations and doing complex presentations to clients.  In a Consulting environment would clarify client requirements and translate actuarial concepts into client-friendly terminology, meeting all reporting requirements.  May also be involved in product development.


  • Review and produce relevant reports on experience investigations
  • Review and update of valuation basis
  • Provide ongoing actuarial support to business development initiatives
  • Documentation & communication of relevant stakeholders
  • Enhancement and further development of experience investigations processes
  • Co-ordinate Business Intelligence development and initiatives within Sanlam Sky
  • People management duties including training & development of staff and performance management


What will make you successful in this role?


  • Actuarial degree
  • Nearly Qualified/Qualified actuary


Experience and skills:

  • Minimum 3 year’s experience
  • Proficiency in Excel and Prophet
  • Relevant investigations/valuations experience would be advantageous
Qualification and Experience
Qualified Actuary (passed all subjects) with 2 ��� 4 years related experience.
Knowledge and Skills
Problem Solving
Business knowledge
Business analysis
Personal Attributes
Business insight - Stage 3
Optimises work processes - Stage 3
Develops talent - Stage 3
Self-development - Stage 3
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
Cultivates innovation - Stage 3
Customer focus - Stage 3
Drives results - Stage 3
Collaborates - Stage 3
Being resilient - Stage 3
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.

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