Relationship Manager

What will you do

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. The position reports to the Regional Manager. 

What will make you successful in the 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 consultant) 

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. 

Knowledge and Skills

Strategic thinking  Technical short- term insurance product knowledge  Technical underwriting knowledge  People management experience  Good communication skills (verbal and written)  Excellent inter-personal and problem-solving skills  In-depth knowledge of financial analysis processes and statistics  Business skills  Negotiation  Selling  Conflict management skills 

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 

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

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. 

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