Relationship Manager

at  Sanlam

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.

Qualifications and Experience

• Matric Qualification
• Insurance related qualification or business degree will be advantageous
• FAIS Compliant (60 credits on NQF level 4)
• 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 CPM commercial business
• Sales experience in the short term insurance sector
• Experience in maintaining and growing a profitable portfolio of Commercial and personal insuranc

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 skill

WHAT WILL YOU DO?

This career opportunity is available at Santam for a Relationship Manager, who will be based in Durban, East Coast Region. The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners. Promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts.

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

• Supporting Santam sales strategy & business plan in line with the regions 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 sale of quotes
• 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 advantageous
• FAIS Compliant (60 credits on NQF level 4)
• 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 CPM commercial business
• Sales experience in the short term insurance sector
• Experience in maintaining and growing a profitable portfolio of Commercial and personal insurance

Knowledge and Skills

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