Relationship Manager
3 weeks 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 does a Relationship Manager 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?- 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 cnsultant)
- 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.
- 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
- Knowledge and Skills- Knowledge of Policy Centre and Mainframe Commercial product
- Knowledge and experience of Santam internal processes will be beneficial
- Knowledge and experience of QlikView, Policy Centre and Mainframe
- Knowledge and experience of the Santam / Sanlam synergies will be beneficial
- Fluent in English Language
- Good communication skills (verbal and written)
- In-depth knowledge of financial analysis processes and statistics
- Technical product knowledge of short
- term insurance
- Technical underwriting knowledge
- Excellent inter-personal and problem-solving skills
**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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Turnaround time**Our commitment to transformation**
- 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.
-
Relationship Manager
3 weeks ago
Bellville, South Africa Sanlam Full timeRelationship Manager Date: 20 Nov 2024 Location: Bellville, Western Cape, ZA Company: Sanlam Group 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...
-
Business Relationship Manager
6 months ago
Bellville, South Africa FirstRand Full timeJob Description To strategically and operationally manage and grow a portfolio of high revenue generating clients. These responsibilities include the key relationship management of these key clients, seeking, identifying and exploiting business opportunities for the bank and growing the portfolio through the acquisition of new clients. Success will be...
-
Relationship Manager
6 months ago
Bellville, South Africa Sanlam Full time**What will you do?** - The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these...
-
Broker On Call Relationship Manager
6 months ago
Bellville, South Africa Sanlam 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...
-
Activations and Relationship Co-ordinator
4 months ago
Bellville, South Africa Bayport Financial Services Full timeTo support the Corporate and Activations Managers, Area and Branch Managers with planning, implementing, managing and measuring predetermined relationship building and employee engagement activities. Provide support to the relationship and activations manager, Plan, co-ordination and implementation of effective activations, financial wellness days and...
-
Relationship Manager
6 months ago
Bellville, South Africa Santam Full timeWho 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...
-
Operations Manager
6 months ago
Bellville, South Africa Exceed Recruitment and Human Resource Consultants Full time**Reference**: 9025 CM **Consultant**: Christa Mostert Manage stakeholder relationships Manage the cost and risk associated with operational activities Develop and maintain relationships with logístical service providers Develop and implement system, Process and Procedures for the operational department Manage your team in conjunction with Exco/BUL Exco...
-
Manager : Correspondence Manager
6 months ago
Bellville, South Africa Health Solutions Full time**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...
-
Portfolio Manager
6 months ago
Bellville, South Africa CBRE Excellerate Full time**Main purpose / objective of the position**: To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...
-
Key Account Manager
1 month ago
Bellville, South Africa Signa Group Full time**JOB PURPOSE** - The Manager: Key Account serves as the interface between the Client, sales channels / agents and the academy. - Responsible for developing and maintaining long lasting trust relationships with a portfolio of key clients - Identify client needs and extend and align our solutions to achieve mutual satisfaction - Drive sales through the...
-
Key Account Manager
1 month ago
Bellville, Western Cape, South Africa Signa Group Full timeJob PurposeThe Key Account Manager serves as the primary interface between the client, sales channels, and the Signa Academy.Develop and maintain long-lasting trust relationships with a portfolio of key clients.Identify client needs and align our solutions to achieve mutual satisfaction.Drive sales through the identification of new clients and retention of...
-
Key Account Manager
1 month ago
Bellville, South Africa Jobted ZA C2 Full timeJOB PURPOSE - The Manager: Key Account serves as the interface between the Client, sales channels / agents and the academy. - Responsible for developing and maintaining long lasting trust relationships with a portfolio of key clients - Identify client needs and extend and align our solutions to achieve mutual satisfaction - Drive sales through the...
-
IT Service Manager
6 months ago
Bellville, South Africa Santam Full timeCAREER OPPORTUNITY We have an amazing opportunity for an IT Services Manager role in our Belville Head Office (Cape Town). This role will follow the ITIL principles and is responsible and accountable for Santam’s Change, Incident, and Problem Management. Managing and assisting the direct reports when required. Primary responsibilities: Coordinate and...
-
Account Manager
3 months ago
Bellville, South Africa Pink Book Weddings Full timeSalary: R10 500 + - Age: 33+ - Location: Durbanville or close surroundings - Job Type: Contract Position with the potential of becoming a permanent role with a commission structure. **Responsibilities**: - Manage various portfolios of clients - Develop positive relationships with clients - Generate new clients - Reporting on business sales growth on a...
-
Key Account Manager
1 month ago
Bellville, South Africa Signa Group Full timeJOB PURPOSE The Manager: Key Account serves as the interface between the Client, sales channels / agents and the academy. Responsible for developing and maintaining long lasting trust relationships with a portfolio of key clients Identify client needs and extend and align our solutions to achieve mutual satisfaction Drive sales through the identification...
-
IT Risk Manager
6 months ago
Bellville, South Africa Health Solutions Full time**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...
-
Procurement Manager
6 months ago
Bellville, South Africa Tree of New Beginnings Full time**This position is an on-site position in the Northern Suburbs.** We are looking for an innovative procurement manager. You will spearhead the purchasing process from selecting suppliers to ensuring stock optimization, as well as provide guidance on sourcing and procurement processes. Our procurement manager will be a supply chain and logistics expert who...
-
Client Service Manager
4 months ago
Bellville, South Africa HR Talent Partner Full time**Job Overview**: **Date Posted**: Posted 6 days ago- **Location**: Bellville, Western Cape- **Job Title**: Client Service Manager- **Education Level**: Certificate- **Job Level**: Senior- **Minimum Experience**: 5- 7 Years**Client Service Manager required in Bellville, Cape Town.**: A leading Managed IT Services Provider is looking for an “Client Service...
-
Area Manager for Property Investment
6 months ago
Bellville, South Africa Blue Desk Recruitment Full timeA business financier organisation, needs you - you must come from Property Investment not Property Sales -this is not for estate agents. Take complete ownership of financial management, encompassing income and expenses, within the area office, ensuring financial stability and adherence to approved budgets. - Oversee the end-to-end property investment...
-
Team Lead: Cash Management
6 months ago
Bellville, South Africa Sanlam Full time**What will you do?** - The main responsibility will entail executing the financial aspects of all cash transactions relating to inwards reinsurance and leading the **Cash Management Team**.**Key responsibilities** - Lead the cash management team to ensure efficient delivery of all cash management tasks and responsibilities - Account for all inwards...