Relationship Manager

2 weeks ago

Cape Town, Western Cape, South Africa Santam Insurance Full time
Santam is the market leader in the general insurance industry in Southern Africa.

We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

What will you do?This career opportunity is available at Santam's Broker On Call business unit for a Temp (6 months) Relationship Manager, in our Bellville Offices in Cape Town.

This job is focused on the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners.


What will make you successful in this role?

  • Supporting Santam sales strategy & business plan in line with the region's targets
  • Establish and manage strong relationships with brokers including business managers.
  • Growth and profitability of allocated broker portfolio
  • Work with brokers in developing a business plan to grow business.
  • Assist in identifying new potential brokers and opportunities for business growth.
  • Awareness of competition and market information
  • Facilitate the sales process and ensure that brokers deal with correct channels.
  • Facilitate conversion of quotes
  • Build relationships with internal stakeholders for ease of managing portfolio.
  • Ensuring compliance of broker portfolios with respective internal governance controls
  • Monthly analysis of figures down to broker level
  • Report at Broker Services regional meetings
  • People management (service consultant)
Qualification and Experience

  • Matric Qualification
  • Insurance related qualification or business degree will be advantage.
  • FAIS Compliant (120 credits on NQF level 5)
  • Regulatory exam compliance.
  • At least 3 years personal lines and 5 years commercial experience in an operational environment involving responsibility of a large portfolio of broker business.
  • Good Operational experience with regard to commercial business on external platform
  • 5 years sales experience in the short-term insurance sector
  • 5 years' experience in maintaining and growing a profitable portfolio of Commercial and personal insurance.
Knowledge and Skills

  • Strategic thinking
  • Technical short- term insurance product knowledge
  • Technical underwriting knowledge
  • People management experience
  • Good communication skills (verbal and written)
  • Excellent inter-personal and problem-solving skills
  • In-depth knowledge of financial analysis processes and statistics
  • Business skills
  • Negotiation
  • Selling
  • Conflict management skills
Personal Attributes

  • Drives results.
  • Deciding and initiating action
  • Leading and supervising
  • Collaborates
  • Client focus
  • Flexibility and adaptability
  • Cultivates innovation.
  • Strategic decision making
  • Analytical thinking
  • Influencing/ gaining commitment
  • Business acumen
  • Coaching and development
Build a successful career with usWe're all about building strong, lasting relationships with our employees.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our employees to realise their worth.

Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group 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 key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.
Our recruitment process
OnboardingStep 8
You made it. Here we ensure we receive all your documents to get you onto our payroll system.
Our recruitment process
AdvertiseStep 1
Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.
Our recruitment process
Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process
Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process
Telephonic screeningStep 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process
Your interviewStep 5
We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot
Our recruitment process
AssessmentStep 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment.

Further employment checks are conducted the ensure the validity of your credentials.
Our recruitment process
Step 7
Prior to an offer being made, there may be a second interview to meet with the Head of Department.

Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process
OnboardingStep 8
You made it. Here we ensure we receive all your documents to get you onto our payroll system.
Our recruitment process
AdvertiseStep 1
Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.
Our recruitment process
Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process
Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process
Telephonic screeningStep 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process
Your interviewStep 5
We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot
Our recruitment process
AssessmentStep 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment.

Further employment checks are conducted the ensure the validity of your credentials.
Our recruitment process
Step 7
Prior to an offer being made, there may be a second interview to meet with the Head of Department.

Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process
OnboardingStep 8
You made it. Here we ensure we receive all your documents to get you onto our payroll system.

TIPS & TRICKSGetting ready for your interviewThere is not just one way to be successful at Santam, nor is there one way to interview with us.

Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2024 for excellence in people practices.

This is the eighth consecutive year that we have achieved this accolade.
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