Relationship Manager
6 days ago
What will you do
Ensure the successful implementation and management of Sanlam Strategic Partnership initiatives, which is focussed on long-term insurance agents. This job is focused on the retention and profitable growth of allocated and new intermediary portfolios through the development and management of strong relationships with Sanlam intermediaries and internal business partners, to support the Group strategy. What will make you successful in this role
Supporting Santam sales strategy & business plan in line with the regions Targets.
Establish and manage strong relationships with brokers including business managers.
Growth and profitability of allocated broker portfolio.
Working 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.
Facilitating the sales process and ensure that brokers deal with correct channels.
Facilitating sale of quotes.
Monthly analysis of figures down to broker level.
Reporting at Broker Services regional meetings.
People management (service consultants). Qualifications
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 Skill
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 with regards to short term insurance
Technical underwriting knowledge
Excellent inter-personal and problem solving skills Personal Attributes
Business insight - Contributing through others
Interpersonal savvy - Contributing through others
Decision quality - Contributing through others
Plans and aligns - Contributing through others Core Competencies
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others 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. Turnaround time
Ensure the successful implementation and management of Sanlam Strategic Partnership initiatives, which is focussed on long-term insurance agents. This job is focused on the retention and profitable growth of allocated and new intermediary portfolios through the development and management of strong relationships with Sanlam intermediaries and internal business partners, to support the Group strategy.
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