Relationship Manager
2 weeks ago
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 DOES THE 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. This portfolio is spread over the Cape Town-South region
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?
- To develop and coordinate broker relationships at a strategic and operational level, with a focus on efficiency, growth and profitability, in line with broker and Santam objectives. Strategies to achieve this will differ according to segmentation / portfolio
- To manage a portfolio of business through analysis, interpretation and decision making, while building effective relationships with business partners, both internally and externally
- To ensure successful implementation of the black intermediary development Initiative and identify, develop, support and grow the number of black brokers
- Good interpersonal skills are essential for the success of the position
QUALIFICATIONS AND EXPERIENCE
- 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 SKILLS
- 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 w.r.t. short term insurance
- Technical underwriting knowledge
- Excellent inter-personal and problem solving skills
PERSONAL ATTRIBUTES
- Business insight
- Interpersonal savvy
- Decision quality
- Plans and aligns
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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