Estate Administration & Compliance Specialist

Sanlam Limited; Johannesburg; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Glacier by Sanlam is seeking an Estates Administrator to efficiently manage deceased estates from reporting to finalisation, ensuring compliance with legislation and regulatory requirements. The role coordinates documentation, engages with beneficiaries and stakeholders, and tracks progress to complete all tasks accurately and on time.

You will work within a specialist team delivering reliable estate administration outcomes, supported by the Sanlam group’s commitment to service quality and

Qualifications

• Sound experience and understanding of straightforward procedures or systems (Minimum 1 year)
• 1 year experience in a LISP or the investment industry will be advantageous
• Exceptional communication skills in English – Written and Verbal

Responsibilities

• Operational Compliance - Process Expert: Develop knowledge of policies and procedures and regulatory codes; obtain supervisor authorization for exceptions.
• Document Management - Create a local document management system for an office or department.
• Insurance Policy Administration - Initiate policies, amendments and process premium collections; liaise with customers/agents and refer complex issues.
• Insurance Policy Information - Explain policy status, features and benefits; respond to questions and refer unresolved issues.
• Operations Management - Provide operational support using existing systems and protocols.

Skills

Policy and Regulation

Insurance Principles

Data Management

Document Management

Digital Literacy

Transaction Integrity

Education

Degree or Diploma or Grade 12

Job description

Glacier by Sanlam is seeking an Estates Administrator to efficiently manage deceased estates from reporting to finalisation, ensuring compliance with legislation and regulatory requirements. The role coordinates documentation, engages with beneficiaries and stakeholders, and tracks progress to complete all tasks accurately and on time.

You will work within a specialist team delivering reliable estate administration outcomes, supported by the Sanlam group’s commitment to service quality and