Relationship Manager

3 weeks ago

Cape Town, South Africa Santam Insurance Full time

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?

This career opportunity is available at Santam's Broker On Call business unit for a Temp (6 months) Relationship Manager, in our Bellville Offices in Cape Town.

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?

1. Supporting Santam sales strategy & business plan in line with the region’s targets.
2. Establish and manage strong relationships with brokers including business managers.
3. Growth and profitability of allocated broker portfolio.
4. Work with brokers in developing a business plan to grow business.
5. Assist in identifying new potential brokers and opportunities for business growth.
6. Awareness of competition and market information.
7. Facilitate the sales process and ensure that brokers deal with correct channels.
8. Facilitate conversion of quotes.
9. Build relationships with internal stakeholders for ease of managing portfolio.
10. Ensuring compliance of broker portfolios with respective internal governance controls.
11. Monthly analysis of figures down to broker level.
12. Report at Broker Services regional meetings.
13. People management (service consultant).

Qualification and Experience

1. Matric Qualification.
2. Insurance related qualification or business degree will be an advantage.
3. FAIS Compliant (120 credits on NQF level 5).
4. Regulatory exam compliance.
5. At least 3 years personal lines and 5 years commercial experience in an operational environment involving responsibility of a large portfolio of broker business.
6. Good Operational experience with regard to commercial business on external platform.
7. 5 years sales experience in the short-term insurance sector.
8. 5 years’ experience in maintaining and growing a profitable portfolio of Commercial and personal insurance.

Knowledge and Skills

1. Strategic thinking.
2. Technical short-term insurance product knowledge.
3. Technical underwriting knowledge.
4. People management experience.
5. Good communication skills (verbal and written).
6. Excellent inter-personal and problem-solving skills.
7. In-depth knowledge of financial analysis processes and statistics.
8. Business skills.
9. Negotiation.
10. Selling.
11. Conflict management skills.

Personal Attributes

1. Drives results.
2. Deciding and initiating action.
3. Leading and supervising.
4. Collaborates.
5. Client focus.
6. Flexibility and adaptability.
7. Cultivates innovation.
8. Strategic decision making.
9. Analytical thinking.
10. Influencing/ gaining commitment.
11. Business acumen.
12. 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.

Core Competencies

1. Cultivates innovation - Contributing independently.
2. Customer focus - Contributing independently.
3. Drives results - Contributing independently.
4. Collaborates - Contributing independently.
5. Being resilient - Contributing independently.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

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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