Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.Purpose of the RoleThe primary purpose of this position is to process Claims on the Lisp Platform, including Discretionary claims, Withdrawal claims, Retirement claims and Savings withdrawal claims.Applicant must apply operational knowledge to resolve claims and supports workflow adjustments and contributes to process enhancements.Role ResponsibilitiesOperational ComplianceDocument ManagementOperations ManagementOverview of Role Responsibilities (Level 1-13)Operational Compliance - Level 4 - Process ExpertDevelop 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 ExpertCreate a local document management system for an office or department.Insurance Policy Administration - Level 4 - Process ExpertInitiate new policies and policy amendments and process the related premium collections, liaising with the brokers and/or client to clarify incomplete and potentially inaccurate information and referring complex or sensitive unresolved issues to others.Insurance Policy Information - Level 4 - Process ExpertExplain product status, features, and benefits, responding to customer questions to ensure understanding; refer complex, unresolved issues to others.Operations Management - Level 4 - Process ExpertProvide operational support by performing a range of routine activities using existing systems and protocols.Required SkillsPolicy and Regulation - IntermediateWorks 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 - IntermediateWorks at an intermediate level to use and apply the core principles of insurance. Typically works with guidance.Data Management - Insurance - IntermediateWorks 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 - IntermediateWorks at an intermediate level to use document management tools to manage, view, organize, and store documents. Typically works with guidance.Digital Literacy - IntermediateWorks 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.

Works at an intermediate level to maintain the C and compliance of transactions, ensuring reliable transaction records and safeguarding against fraud and errors. Typically works with guidance.