Portfolio Manager

6 days ago

Bellville, South Africa Santam 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 centred on our delivery of Insurance Good and Proper. What will you do?
Santam Hospitality and Leisure have an opportunity available for a Portfolio Manager who will be based in Cape Town.
WHAT DOES THE PORTFOLIO MANAGER (PM) DO?
The portfolio 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 PM should furthermore insure successful implementation and management of short-term initiatives. This job is focused on the intention and profitable growth of allocated broker portfolios through developing and management of stronger relationships with intermediaries and internal business partners. This portfolio is spread over the Cape regions. What will make you successful in this role?
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 that Santam Hospitality and Leisure becomes a recognized, industry-leading brand.
- 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 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 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 of short-term insurance; knowledge of hospitality insurance products an advantage
- Technical underwriting knowledge
- Excellent interpersonal 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. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently 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.

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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