Senior Branch Manager: Coast

Who Are We?

SanlamAllianz Namibia is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, SanlamAllianz Namibia is increasingly introducing greater financial and technical expertise.

What Will You Do?

Responsible for management and financial performance and profitability of the Branch within a sound ethical framework.

What Will Make You Successful In This Role?

• Broking Duties
• Prompt reaction on all new business leads and any customer query
• Aggressive selling and marketing of Company products 
• Analyze customer needs and ensure that risks are underwritten correctly
• Cross-sell of Group Products
• Ensure that annual renewal discussions are done with clients in detail
• Responsible for retention of all clients
• Reporting Functions
• Reporting to Head Office regarding management 
• Provide monthly management of Renewal client report
• Provide monthly reporting on new business and cancellations
• Ensure that outstanding amounts on age analyses are collected within 30 days timeframe and ensure cancellation of policies outstanding for 60 days or longer
• Manage the outstanding claims report on a monthly basis
• Management Functions
• Monitoring of monthly renewals
• Manage monthly management of first and second unpaid as per internal timelines
• Responsible for overall profitability of Branch in relation to budget
• Contain cost in terms of budget
• Commit towards implementation of Bancassurance best practices
• Scrutinize monthly management accounts and report any discrepancies
• Ensure that underwriting criteria are being applied with regards to new business and endorsements
• Authorize of all refund requests
• Authorize of all ex-gratia requests
• Regular interaction and relationship building with underwriters and client
• Overall management of the Branch
• Monitor the claims process to ensure utmost service to clients
• Authorize of orders within Company mandate
• Compliance within Legal & Regulatory framework
• Review and oversee data accuracy and on time creation of client records, information, notes on CRM
• Participate in strategy- and management meetings
• Responsible for Corporate Social Investment in Branch
• Claims Screening
• Ensure that clients are notified of premium increase at least 30 days before effective date
• People Management
• Implement approved personnel structure for the Branch
• Set clear and measurable performance objectives on performance contracts
• Train and coach subordinates
• Ensure completion of performance evaluations on set dates
• Ensure sound work environment
• Compliance and Regulatory
• Ensure that relevant documents are checked and approved when applicable
• Keep and maintain proper records of all relevant documents
• Implement and comply with Company policies, regulations and procedures
• Ensure implementation of FIA requirements 

Qualification And Experience

Grade 12
Diploma in Insurance / Management
Minimum 6 years short-term insurance related experience

Knowledge And Skills

• MS Word, Outlook and Excel
• Customer service
• Proficiency in English
• Advanced knowledge of CRM administration system
• Advanced knowledge of all policy wordings
• Leadership Development Program

Personal Attributes

Interpersonal savvy - Contributing through othersDecision quality - Contributing through othersPlans and aligns - Contributing through othersBuilds effective teams - Contributing through others

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 through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through others

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

Our commitment to transformation

SanlamAllianz Namibia 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 the key components to ensure a thriving and sustainable business in Namibia. SanlamAllianz Namibia Employment Equity plan and targets will be considered as part of the selection process.