Relationship Manager

4 weeks ago

East London, South Africa Santam Full time

Who are we?
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?
Insure successful implementation and management, of short term initiative. 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 sales strategy & business plan for the individual broker.
- Establish and manage strong relationships with brokers including business managers.
- Growth of allocated broker portfolio’s
- 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 sale of quotes
- Monthly analysis of figures down to broker level
- Report at Broker Services regional meetings.
- Portfolio budgeting in conjunction with short term targets

QUALIFICATIONS AND EXPERIENCE
- Matric Qualification
- Insurance related qualification will be advantageous
- FAIS Compliant (60 credits on NQF level 4)
- RE Compliant
- At least 3 years personal lines and commercial experience in an Operational environment
- Sales experience in financial sector
- Experience in maintaining and growing a profitable portfolio of Commercial and personal insurance

KNOWLEDGE & SKILLS
- Technical product knowledge w.r.t. short term insurance
- Technical underwriting knowledge
- Good communication skills (verbal and written)
- Excellent inter-personal and problem solving skills
- Business skills
- Negotiation
- Selling
- Conflict management skills
- In-depth knowledge of financial analysis processes and statistics Qualification and Experience Grade 12 with 3 to 4 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
The 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.

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