Relationship Manager
3 weeks ago
What will you do?
The relationship manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. The relationship manager should further insure successful implementation and management of short term initiatives. 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?
- To develop and coordinate broker relationships at a strategic and operational level, with a focus on efficiency, growth and profitability, in line with broker and Santam objectives. Strategies to achieve this will differ according to segmentation / portfolio
- To manage a portfolio of business through analysis, interpretation and decision making, while building effective relationships with business partners, both internally and externally
- To ensure successful implementation of the black intermediary development Initiative and identify, develop, support and grow the number of black brokers
- Good interpersonal skills are essential for the success of the position
QUALIFICATIONS AND EXPERIENCE
- Completed GR12
- Short term insurance related qualification or COP certification
- FAIS credits (commercial and personal lines)
- RE 5 certification
- Valid driver’s license
- At least 5 years personal lines and commercial experience in an operational environment
- Experience in maintaining and growing a profitable portfolio of commercial and personal insurance
KNOWLEDGE AND SKILLS
- Knowledge and experience of the Santam / Sanlam synergies will be beneficial
- Fully bilingual (English and Afrikaans)
- Good communication skills (verbal and written)
- In-depth knowledge of financial analysis processes and statistics
- Technical product knowledge w.r.t. short term insurance
- Technical underwriting knowledge
- Excellent inter-personal and problem solving skills
Qualification and Experience Grade 12 with 4 to 5 years related experience. Knowledge and Skills Technical advice and support Assist with production target achievement Compliance Partnership and network building Personal Attributes Business insight - Contributing independently Communicates effectively - Contributing independently Action orientated - Contributing independently Plans and aligns - Contributing independently Build a successful career with us
We’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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, 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 time
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