51 Benefits Consultant jobs in South Africa

Are you seeking a dynamic opportunity within the realm of financial services? A leading player in the industry is currently searching for a Senior Employee Benefits Consultant to join their esteemed team. With a focus on providing top-tier services to clients, this company values expertise, innovation, and dedication. As a Senior Employee Benefits Consultant, you will have the chance to showcase your skills in crafting bespoke solutions for clients, ensuring their financial well-being and security. Don’t miss out on this exciting opportunity to join a forward-thinking organization at the forefront of the financial services sector.

Duties and Responsibilities:

• Deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.
• Excellent technical knowledge on both risk and retirement.
• Ensure an effective employee benefits environment and adhere to all FAIS requirements.
• Independently manage and consult on client portfolios.
• Establish and maintain relationships with key decision makers.
• Provide appropriate advice, excellent client service, and project management of Fund critical events to ensure the smooth running of the Fund.
• Effective management of service providers and adherence to the company’s standard operating procedures.
• Prepare and conduct member presentations and individual discussions with new members explaining benefits, when required.
• Conduct risk and retirement re-brokes.
• Prepare and distribute agenda packs for meetings.
• Manage monthly reconciliations.
• Provide ongoing feedback to clients.
• Arrange MANCO meetings and perform secretarial services; agenda pack preparation, minutes, actions from meetings.
• Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service, and support.
• Build key relationships with all service providers (i.e., administrators, insurers, etc.) and clients.
• Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes.
• Attend required internal and external forums and training courses.

Compliance to Internal Processes:

• Deliver service and commitments to clients thus building and maintaining a trust relationship with clients.
• Undergo all training required.
• Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports, etc.

Requirements:

• Matric and NQF Level 6 and/or CFP qualifications.
• 5 years’ experience in the Employee Benefits industry.
• Own transport and driver license required.

Critical Competencies:

• Strong computer skills (i.e., Microsoft Word, Excel, PowerPoint, etc.).
• Planning and organizing.
• Presentation and communication skills.
• Problem solving, analysis & negotiating skills.
• Flexibility.
• Strong understanding of customer and market dynamics and requirements.
• Strong entrepreneurial qualities.
• Self-motivated.
• Resourceful Client-centric Expertise and Continuous Learning.
• Personal Accountability.

Core Competencies:

• Maintain professional internal and external relationships that meet company core values.
• Demonstrate technical as well as product knowledge.
• Have excellent knowledge of the client value proposition and service offering.
• Have a solid understanding of the employee benefits industry as well as competitors operating in this environment.
• Understand how your own contribution impacts the results of a business area.
• A track record of client service excellence.

Attributes:

• Self-starter, self-motivated, self-managed, and accountable for performance outputs.
• Independent thinker, yet operate within a team-based approach.
• Can-do attitude.
• Strong decision-making skills and ability to use professional judgment.
• Excellent interpersonal and relationship building skills.
• Trustworthy.
• Read, understand people well, connect and show empathy.
• Ambitious and goal-oriented.
• Presentable; Professional.
• Extroverted and approachable.
• Communicate effectively.
• Drive execution.
• Foster innovation.
• Demonstrate high integrity.
• Analytical thinking.
• Problem-solving.
• Meets required deadlines.

#J-18808-Ljbffr

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.Role PurposeThe Employee Benefits (EB) Consultant crafts passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers (IFAs). Product, market, and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The EB Consultant/IFA business relationship will be strengthened by first class service, in-depth business analysis and continuous improvement.RequirementsQualifications: 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal. Honours degree is an advantage. CFA and/or CFP is an advantage. Experience:3 to 5 years’ financial service industry experience, which must include employee benefits. Experience in Momentum Employee Benefits is an advantage. Strong knowledge of the Employee Benefits industry and market including but not limited to retirement funds. A proven track record in successfully dealing with clients and/or IFAs in a practice. A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage. Duties & ResponsibilitiesEnthuse through Brand, SME Service & Digital:Support the Retail Business Consultant and Investment Consultant on all referrals. Understand who we a targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used. Ensure long-lasting, deep, and meaningful relationships with the IFA. IFAs to move from non-active supporters to active supporters, to ambassadors. Connection to the brand and digital way of work. Production/Business retention & growth of assets. Enable and empower through partnership:IFA having the perception that Momentum are thought leaders. Good source of information. EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements. EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. Influence through coaching and learning:IFA having the perception that Momentum are thought leaders. Good source of information. EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements. EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings. CompetenciesLeading change and innovation Diversity and inclusiveness Drive for results Ability to drive and influence IFA commitment Collaboration Impact and influence Growing talent. Self-awareness and insight #J-18808-Ljbffr

Are you seeking a dynamic opportunity within the realm of financial services? A leading player in the industry is currently searching for a Senior Employee Benefits Consultant to join their esteemed team. With a focus on providing top-tier services to clients, this company values expertise, innovation, and dedication. As a Senior Employee Benefits Consultant, you will have the chance to showcase your skills in crafting bespoke solutions for clients, ensuring their financial well-being and security. Don’t miss out on this exciting opportunity to join a forward-thinking organization at the forefront of the financial services sector. Duties and Responsibilities: Deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning. Excellent technical knowledge on both risk and retirement. Ensure an effective employee benefits environment and adhere to all FAIS requirements. Independently manage and consult on client portfolios. Establish and maintain relationships with key decision makers. Provide appropriate advice, excellent client service, and project management of Fund critical events to ensure the smooth running of the Fund. Effective management of service providers and adherence to the company’s standard operating procedures. Prepare and conduct member presentations and individual discussions with new members explaining benefits, when required. Conduct risk and retirement re-brokes. Prepare and distribute agenda packs for meetings. Manage monthly reconciliations. Provide ongoing feedback to clients. Arrange MANCO meetings and perform secretarial services; agenda pack preparation, minutes, actions from meetings. Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service, and support. Build key relationships with all service providers (i.e., administrators, insurers, etc.) and clients. Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes. Attend required internal and external forums and training courses. Compliance to Internal Processes: Deliver service and commitments to clients thus building and maintaining a trust relationship with clients. Undergo all training required. Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports, etc. Requirements: Matric and NQF Level 6 and/or CFP qualifications. 5 years’ experience in the Employee Benefits industry. Own transport and driver license required. Critical Competencies: Strong computer skills (i.e., Microsoft Word, Excel, Power Point, etc.). Planning and organizing. Presentation and communication skills. Problem solving, analysis & negotiating skills. Flexibility. Strong understanding of customer and market dynamics and requirements. Strong entrepreneurial qualities. Self-motivated. Resourceful Client-centric Expertise and Continuous Learning. Personal Accountability. Core Competencies: Maintain professional internal and external relationships that meet company core values. Demonstrate technical as well as product knowledge. Have excellent knowledge of the client value proposition and service offering. Have a solid understanding of the employee benefits industry as well as competitors operating in this environment. Understand how your own contribution impacts the results of a business area. A track record of client service excellence. Attributes: Self-starter, self-motivated, self-managed, and accountable for performance outputs. Independent thinker, yet operate within a team-based approach. Can-do attitude. Strong decision-making skills and ability to use professional judgment. Excellent interpersonal and relationship building skills. Trustworthy. Read, understand people well, connect and show empathy. Ambitious and goal-oriented. Presentable; Professional. Extroverted and approachable. Communicate effectively. Drive execution. Foster innovation. Demonstrate high integrity. Analytical thinking. Problem-solving. Meets required deadlines. #J-18808-Ljbffr

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.Role PurposeThe Employee Benefits (EB) Consultant crafts passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers (IFAs). Product, market, and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The EB Consultant/IFA business relationship will be strengthened by first class service, in-depth business analysis and continuous improvement.RequirementsQualifications: 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal. Honours degree is an advantage. CFA and/or CFP is an advantage. Experience:3 to 5 years’ financial service industry experience, which must include employee benefits. Experience in Momentum Employee Benefits is an advantage. Strong knowledge of the Employee Benefits industry and market including but not limited to retirement funds. A proven track record in successfully dealing with clients and/or IFAs in a practice. A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage. Duties & ResponsibilitiesEnthuse through Brand, SME Service & Digital:Support the Retail Business Consultant and Investment Consultant on all referrals. Understand who we a targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used. Ensure long-lasting, deep, and meaningful relationships with the IFA. IFAs to move from non-active supporters to active supporters, to ambassadors. Connection to the brand and digital way of work. Production/Business retention & growth of assets. Enable and empower through partnership:IFA having the perception that Momentum are thought leaders. Good source of information. EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements. EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. Influence through coaching and learning:IFA having the perception that Momentum are thought leaders. Good source of information. EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements. EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings. CompetenciesLeading change and innovation Diversity and inclusiveness Drive for results Ability to drive and influence IFA commitment Collaboration Impact and influence Growing talent. Self-awareness and insight #J-18808-Ljbffr

Are you seeking a dynamic opportunity within the realm of financial services? A leading player in the industry is currently searching for a Senior Employee Benefits Consultant to join their esteemed team. With a focus on providing top-tier services to clients, this company values expertise, innovation, and dedication. As a Senior Employee Benefits Consultant, you will have the chance to showcase your skills in crafting bespoke solutions for clients, ensuring their financial well-being and security. Don’t miss out on this exciting opportunity to join a forward-thinking organization at the forefront of the financial services sector. Duties and Responsibilities: Deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning. Excellent technical knowledge on both risk and retirement. Ensure an effective employee benefits environment and adhere to all FAIS requirements. Independently manage and consult on client portfolios. Establish and maintain relationships with key decision makers. Provide appropriate advice, excellent client service, and project management of Fund critical events to ensure the smooth running of the Fund. Effective management of service providers and adherence to the company’s standard operating procedures. Prepare and conduct member presentations and individual discussions with new members explaining benefits, when required. Conduct risk and retirement re-brokes. Prepare and distribute agenda packs for meetings. Manage monthly reconciliations. Provide ongoing feedback to clients. Arrange MANCO meetings and perform secretarial services; agenda pack preparation, minutes, actions from meetings. Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service, and support. Build key relationships with all service providers (i.e., administrators, insurers, etc.) and clients. Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes. Attend required internal and external forums and training courses. Compliance to Internal Processes: Deliver service and commitments to clients thus building and maintaining a trust relationship with clients. Undergo all training required. Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports, etc. Requirements: Matric and NQF Level 6 and/or CFP qualifications. 5 years’ experience in the Employee Benefits industry. Own transport and driver license required. Critical Competencies: Strong computer skills (i.e., Microsoft Word, Excel, Power Point, etc.). Planning and organizing. Presentation and communication skills. Problem solving, analysis & negotiating skills. Flexibility. Strong understanding of customer and market dynamics and requirements. Strong entrepreneurial qualities. Self-motivated. Resourceful Client-centric Expertise and Continuous Learning. Personal Accountability. Core Competencies: Maintain professional internal and external relationships that meet company core values. Demonstrate technical as well as product knowledge. Have excellent knowledge of the client value proposition and service offering. Have a solid understanding of the employee benefits industry as well as competitors operating in this environment. Understand how your own contribution impacts the results of a business area. A track record of client service excellence. Attributes: Self-starter, self-motivated, self-managed, and accountable for performance outputs. Independent thinker, yet operate within a team-based approach. Can-do attitude. Strong decision-making skills and ability to use professional judgment. Excellent interpersonal and relationship building skills. Trustworthy. Read, understand people well, connect and show empathy. Ambitious and goal-oriented. Presentable; Professional. Extroverted and approachable. Communicate effectively. Drive execution. Foster innovation. Demonstrate high integrity. Analytical thinking. Problem-solving. Meets required deadlines. #J-18808-Ljbffr

Role PurposeThis talent pool is actively managed to proactively identify and engage qualified candidates ahead of upcoming vacancies.The Corporate Health Specialist role attracts, acquires and retains group health schemes by identifying corporate clientleads and marketing Momentum Health Solutions to generate new business. Additionally, the role collaborates in thedelivery of an integrated Health and Employee Benefits proposition for the SMME segment in order to support anddevelop advisers moving into group Health in the SMME segmentThe Employee Benefits (EB) Consultant supports Independent Financial Advisors (IFAs) and consultants within the business by providing specialized expertise and guidance on employee benefits-related matters. EBs serve as trusted advisors, helping internal consultants navigate the complexity of employee benefits and achieve their business objectives. Their strategic insights and proactive support enable consultants within the business to effectively address the evolving needs of their IFAs and drive positive outcomes in a competitive marketplace.RequirementsQualifications:3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal (preffered) Honours degree is an advantage. CFA and/or CFP is an advantage. Experience3 to 5 years’ financial service industry experience, which must include employee benefits or corporate business development/corporate client services, sales or marketing. Experience in Momentum Employee Benefits/ Corporate Health is an advantage. Strong knowledge of the Employee Benefits/Corporate Health industry and market including but not limited to retirement funds. A proven track record in successfully dealing with clients and/or IFAs in a practice. A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage. Duties and ResponsibilitiesEnthuse Through Brand, SME Service & DigitalSupport the Retail Business Consultant and Investment Consultant on all referrals. Understand who we a targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used. Ensure long-lasting, deep, and meaningful relationships with the IFA. IFAs to move from non-active supporters to active supporters, to ambassadors. Connection to the brand and digital way of work. Production/Business retention & growth of assets. Enable And Empower Through PartnershipIFA having the perception that Momentum are thought leaders. Have a very clear understanding of the impact of regulation on the IFA practice. Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236#J-18808-Ljbffr

Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

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 client’s 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 client’s claims.

What will make you successful in this role?

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

Competencies:

• Manages complexity
• Good communication skills in English and Afrikaans (written and verbal)
• Working independently

Qualification and Experience:

• 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

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 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

Closing Date: 5 September 2025

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.

#J-18808-Ljbffr

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert: Create Alert

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

• Assessment and independent decision making of complex living benefits e.g. severe illness, disability and sickness
  benefit claims.
• Ensure that the client’s 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 client’s claims.

What will make you successful in this role?

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

Qualification and Experience:

• 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

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 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

Closing Date: 5 September 2025

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.

#J-18808-Ljbffr

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives. Assessment and independent decision making of complex living benefits e.g. severe illness, disability and sicknessbenefit claims. Ensure that the client’s 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 enablesthem to understand the decision and prevent complaints. Complaints handling. Contact person to VIP intermediaries for technical enquiries and their client’s claims. What will make you successful in this role? 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 Qualification and Experience: 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 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as Mi Way 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 Closing Date: 5 September 2025 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. #J-18808-Ljbffr