Affluent New Business Analyst

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.

Purpose of the Role

We are seeking a detail-oriented and customer-focused Business Analyst to join our Affluent New Business team. The successful candidate will be responsible for managing and responding to client and stakeholder enquiries, maintaining accurate records, verifying member eligibility, and coordinating the allocation of work to relevant specialists. The role involves analysing and communicating information across key business areas, including new business administration, contract distribution, underwriting, risk claims, and system support, ensuring efficient service delivery and a positive client experience.

What will make you successful in this role?

Manage and respond to client, intermediary, advisor, broker, and stakeholder enquiries in a professional and timely manner
Capture, verify, and maintain accurate policy, client, and new business information across relevant systems
Assess and validate documentation to ensure completeness, quality, and compliance requirements are met
Coordinate and allocate new business, underwriting, and risk claim cases to appropriate specialists within agreed service levels
Administer policy contracts, transfer documentation, and maintenance alterations, ensuring accurate processing and record keeping
Conduct compliance checks, including client screening, verification of supporting documentation, fraud detection, and escalation of discrepancies
Investigate enquiries, resolve system-related issues, identify process improvements, and support testing of new or enhanced systems
Prepare reports, maintain effective workflow management, and ensure adherence to regulatory, compliance, and company standards
Provide exceptional customer service through clear communication, proactive follow-up, and effective stakeholder engagement
Support additional business and operational activities as required by management

Knowledge and Skills

Full proficiency in English (verbal and written); knowledge of an additional local Namibian language will be a competitive advantage
Proficiency in Microsoft Office applications
Strong communication skills;
Ability to meet deadlines;
Ability to work in team related environment;
Problem identification and problem-solving skills;
Accurate and organised;
Reliable, hardworking and accountable.
Ability to work under immense pressure

Overview of Role Responsibilities (Level 1-13)

Operational Compliance- Level 4 - Process Expert
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Document Management- Level 4 - Process Expert
Create a local document management system for an office or department.

Insurance Policy Administration- Level 4 - Process Expert
Initiate new policies and policy amendments and process the related premium collections, liaising with the customer and/or salesperson and/or agent to clarify incomplete and potentially inaccurate information and referring complex or sensitive unresolved issues to others.

Insurance Policy Information - Level 4 - Process Expert
Explain product status, features, and benefits, responding to customer questions to ensure understanding; refer complex, unresolved issues to others.

Operations Management- Level 4 - Process Expert
Provide operational support by performing a range of routine activities using existing systems and protocols.

Required Skills

Policy and Regulation - Intermediate
Works at an intermediate level to interpret and apply knowledge of laws, regulations and policies in area of expertise. Typically works with guidance.

Insurance Principles and Practice - Intermediate
Works at an intermediate level to use and apply the core principles of insurance. Typically works with guidance.

Data Management - Insurance - Intermediate
Works at an intermediate level to collect, store, and manage insurance-related data for accurate analysis, reporting, and compliance with industry standards. Typically works with guidance.

Document Management - Intermediate
Works at an intermediate level to use document management tools to manage, view, organize, and store documents. Typically works with guidance.

Digital Literacy - Intermediate
Works at an intermediate level to understand, evaluate, use, and engage with digital technology and information, as well as create and share digital content, while being aware of essentials like safety, privacy and ethical considerations. Typically works with guidance.

Transaction Integrity Management - Intermediate
Works at an intermediate level to maintain the accuracy, security, and compliance of transactions, ensuring reliable transaction records and safeguarding against fraud and errors. Typically works with guidance.

Qualification and Experience

School leaving certificate or Equivalent. Diploma in Business administration will be an added advantage
Minimum 2-3 years relevant experience in the financial environment

Managerial Experience

Not applicable

Required Behavioural Competencies

Ensures Accountability

Communicates Effectively

Plans and Aligns

Manages Complexity

Customer Focus

Optimises Work Processes

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.