Purpose

The key responsibilities of the person holding this position will be focus on building the capacity of the Corporate Business Unit and achieving Corporate Business top-line budgets for Annuities, Group Life and Pension.

Key Responsibilities

• Identify, prospect, and convert new corporate opportunities.
• Develop tailored insurance and financial solutions (Group Life, Pensions, Annuities, and Income Drawdown).
• Prepare tenders, proposals, pricing requests, and pitch presentations.
• Achieve annual new business targets in premium, revenue, and value of new business (VNB).
• Manage relationships with HR, finance leaders, brokers, agents, and intermediaries.
• Handle client outsourcing, renewals, premium reviews, escalations, and queries.
• Conduct client reviews to support retention and cross-sell opportunities.
• Train and support channel partners on Sanlam products and processes and track their performance.
• Provide competitive intelligence on pricing and product trends.
• Support sales strategies, product enhancements, and maintain accurate pipeline reporting.
• Identify opportunities for cross-selling within the group to offer integrated corporate financial solutions.

Key Performance Indicators (KPIs)

• Corporate New Business Premium (GWP).
• Corporate revenue and VNB contribution.
• Broker/internondary engagement.
• Corporate client retention rate and renewal efficiency.
• Quality of business (claims ratios and compliance).
• Pipeline conversion rate.

Qualifications and Experience

• Bachelor’s degree in Business, Finance, Insurance, Economics, or related field.
• Member of GAIN, ACL, LOMA) or any relevant professional body.
• Minimum of 5 – 7 years’ or relevant experience.

Technical Skills and Attributes

• Proven track record in acquiring and managing corporate accounts.
• Strong understanding of Group Life and Retirement solution.
• Knowledge of underwriting claims processes, and pricing dynamics.
• High-level presentation, negotiation, and tender management skills.
• Strong analytical skills with ability to interpret financial and actuarial reports.

• Identify, prospect, and convert new corporate opportunities.
• Develop tailored insurance and financial solutions (Group Life, Pensions, Annuities, and Income Drawdown).
• Prepare tenders, proposals, pricing requests, and pitch presentations.
• Achieve annual new business targets in premium, revenue, and value of new business (VNB).
• Manage relationships with HR, finance leaders, brokers, agents, and intermediaries.
• Handle client outsourcing, renewals, premium reviews, escalations, and queries.
• Conduct client reviews to support retention and cross-sell opportunities.
• Train and support channel partners on Sanlam products and processes and track their performance.
• Provide competitive intelligence on pricing and product trends.
• Support sales strategies, product enhancements, and maintain accurate pipeline reporting.
• Identify opportunities for cross-selling within the group to offer integrated corporate financial solutions.

• Proven track record in acquiring and managing corporate accounts.
• Strong understanding of Group Life and Retirement solution.
• Knowledge of underwriting claims processes, and pricing dynamics.
• High-level presentation, negotiation, and tender management skills.
• Strong analytical skills with ability to interpret financial and actuarial reports.

• Bachelor’s degree in Business, Finance, Insurance, Economics, or related field.
• Member of GAIN, ACL, LOMA) or any relevant professional body.