Relationship Manager (JHB)

Sanlam Limited; India; On-site; INR 5,313,000 - 7,084,000; Full time

Job summary

Santam is seeking a Relationship Manager based in Johannesburg to retain and grow a large broker portfolio. You will build and maintain relationships with intermediaries and internal partners, promoting new business while servicing existing accounts to ensure profitability.

The role requires a deep understanding of personal lines, strong sales acumen, and the ability to manage multiple broker relationships with a proactive, service-driven approach.

Qualifications

• Matric qualification required.
• Insurance related qualification (NQF level 5) preferred.
• FAIS compliance required.
• Regulatory exam compliance.
• Minimum 10 years in personal lines within a large broker portfolio, operational environment.

Responsibilities

• Support Santam's sales strategy and business plan in the region.
• Establish and manage strong relationships with brokers and business partners.
• Drive growth and profitability of allocated broker portfolio.
• Develop business plans with brokers to grow business.
• Identify new brokers and opportunities for growth.

Skills

Relationship management

Communication

Negotiation

People management

Financial analysis

Education

Matric qualification

FAIS Compliant

Tools

Insurance knowledge

Job description

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This career opportunity is available at Santam-Echelon for a Relationship Manager, who will be based Johannesburg.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

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 YOU DO?

• 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 sale of quotes


• Monthly analysis of figures down to broker level


• Report at weekly sales meetings and bi-weekly Team meetings


• People management (service consultant)

QUALIFICATIONS AND EXPERIENCE

• Matric Qualification


• Insurance related qualification NQF level 5


• FAIS Compliant


• Regulatory exam compliance


• Minimum 10 years personal lines in an Operational environment involving responsibility of a large portfolio of broker business


• Commercial experience advantageous


• Good Operational experience regarding personal lines business


• Sales experience in the short-term insurance sector with focus on personal lines business


• Experience in maintaining and growing a profitable portfolio of personal insurance- commercial experience advantageous

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

PERSONAL ATTRIBUTES

• Deciding and initiating action


• Client service orientation


• Building networks and good relations


• Influencing


• Applying expertise and technology


• Problem solving


• Planning and organising


• Supporting change


• Performing under pressure


• Ability to work independently


• Enterprising and commercial thinking


• Teamwork and supporting


• Analysing


• Business insight - Contributing through others


• Interpersonal savvy - Contributing through others


• Decision quality - Contributing through others


• Plans and aligns - Contributing through others

WHO WE ARE:

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities.

Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro‑inclusivity and fostering a workplace where everyone can thrive.

Take the next step in your career— and be part of a company that’s shaping the future of insurance. This is Freedom!