Relationship Manager
6 months ago
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
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
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) Qualifications 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 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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