Project Coordinator

at  Sanlam

QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree (or equivalent)
• 3 - 5 years experience in the Insurance Industry
• Ability to engage at Senior Management level
• Excellent MS Excel knowledge and Experience (Advanced Level)
• Power point knowledge and experience (Advanced Level)

SKILLS AND COMPETENCIES

• Strong analytical skills and logical reasoning
• Strong attention to detail
• Strong client service orientation
• Ability to work under pressure
• Deadline driven
• Planning and organising
• Learning and researching
• Applying expertise and technology
• Problem-solving skills
• Self-Confidence & Assertiveness
• Pro-active approach
• Producing innovative solutions
• Adapting to changing environment
• Excellent Communication/interpersonal skills
• Adhering to principles and values
• Working well in diverse environment
• Delivering results and managing customer expectations
• A commitment to maintaining confidentiality and professionalism.

THE ROLE

Santam Segment Solutions is seeking a Project Coordinator to join their team. This position is based in Sandton, Johannesburg.

KEY RESPONSIBILITIES

Finance Support Functions:

• Assist in coordinating, compiling and communicating various activities relating to Budgeting activities.
• Assist in coordinating, compiling and communicating various activities relating to Forecasting activities.
• Monthly checking and reconciliations in relation to BUSINESS UNIT Line of Business reporting.
• Investigating variances and dealing with queries.
• Tracking and reporting on Expense variances.
• Involvement in tracking and remediating issues relating to Credit Control functions impacting Age Analysis and Cancellation Reserve.
• All of the above will require building and maintaining close relationships and collaboration with our Santam Broker Solutions Finance colleagues.

Project Support Functions:

• Project management (accurate budgeting, actuals tracking, forecast projections, monitoring and control of expenses, invoicing, journals, general ledger queries and payments).
• Create and maintain comprehensive documentation, including project plans, task lists, progress reports, and meeting minutes.
• Create various dashboards and presentations.
• Assist the team in planning, organising, and executing project activities, ensuring adherence to project timelines, objectives, and scope.
• Understand and champion the strategic and holistic needs of the business unit.
• Assist with Change Management requirements and activities as needed.
• Schedule and organise meetings and workshops.
• All of the above will require building and maintaining relationships with our Business Change colleagues.

Other Operational Responsibilities:

• Produce and distribute routine and ad-hoc reports to internal and external stakeholders.
• Assist with any Regulatory, Risk or Governance activities that fall within the Ops Team’s area of responsibility eg. (but not limited to) – incident logging and or tracking, preparing stats for COB reporting, Business Continuity Plans, activities supporting Internal and External audits, Due Diligence requirements and processes.
• Participate/assist with Data Audits.
• Support with creation of process flows and SOP’s (Standard Operating Procedures).
• Assist with any activities relating to VOX (Voice of Experience) surveys.
• Update business unit operational directives.

General Administration:

• Arrange and/or attend meetings (internal and/or external) as and when required.
• Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
• Attend to the production of general correspondence if and when necessary.
• Managing set-up and maintenance of MS Teams Groups and Channels.