Relationship Manager

4 weeks ago

Sandton, 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 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)
Qualifiations 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 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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