Relationship Manager

5 months ago

Bellville, South Africa Santam Full time

Who we are
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 centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business, so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees. What will you do
The focus of this job is to manage and retain an existing portfolio of business and to seek profitable growth opportunities through actively promoting the Santam Real Easte via intermediaries and business partners’ network. The position reports to Head: Santam Real Estate.
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.
The position reports to the Regional Manager. What will make you successful in the role
Manage allocated portfolio growth, retention, profitability, and any other business relevant factors and agree growth plan by supporting Santam sales strategy & business plan in line with the segment targets
Identify new broker relationships and build on existing ones.
Ensure a consistent and detailed understanding of the new business targets, goals, performance levels, products, business rules and conditions.
Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and product needs.
Establishing strategies to further grow the portfolio and contribute ideas, leadership and innovation.
Assist in identifying new potential brokers and opportunities for business growth and facilitate conversion of new business and quotes.
Ensure detailed understanding of business processes and standards of each business area and manage broker expectations in accordance therewith.
Ensure brokers operate within agreed mandates, where binding authority is granted.
Serve as the primary contact point for broker staff to build and maximise the broker business relationship.
Supporting Santam sales strategy & business plan in line with the segment targets
Ensuring compliance of broker portfolios with respective internal governance controls
Monthly analysis of figures down to broker level
Report at operation meetings Qualifications and Experience
Matric Qualification
Tertiary qualification - Bachelor’s Degree preferred.
Insurance related qualification will be advantage.
FAIS Compliant (120 credits on NQF level 5)
Regulatory Exam compliance (RE5).
Working knowledge / experience in short term insurance of which 5 years should be in Commercial & Personal lines.
At least 5 years commercial experience in an operational environment involving responsibility of a large portfolio of broker business.
Good Operational experience regarding commercial business on external platform
5 years’ experience in maintaining and growing a profitable portfolio of Commercial and personal insurance.
Computer literacy (MS Word, Excel and PowerPoint) at an intermediate proficiency level. Knowledge and Skill
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 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
At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

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