Broker Relationships & Growth Lead

Santam Insurance; George; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Santam Insurance in South Africa seeks a Relationship Manager to retain and grow broker portfolios by building strong relationships with intermediaries and internal partners. You will promote new business, support the regional sales strategy, and ensure brokers engage via correct channels.

The role requires FAIS compliance, NQF level 5 insurance qualifications, and experience handling commercial and personal broker portfolios in a busy operational environment.

Qualifications

• Insurance related qualification NQF level 5 and FAIS compliance.
• Regulatory exam compliance and experience with broker portfolios.
• Ability to manage a large portfolio of broker business.

Responsibilities

• Retain and grow allocated broker portfolios through strong intermediary relationships.
• Promote new business and ensure brokers use correct channels.
• Lead monthly broker level analyses and report at regional meetings.
• Participate in planning with brokers to grow business.
• Manage people (service consultant) within the team.

Skills

Technical short term insurance

Underwriting knowledge

People management

Communication skills

Interpersonal skills

Financial analysis

Negotiation

Selling

Conflict management

Education

Matric Qualification

Insurance related qualification NQF level 5

FAIS Compliant

Regulatory exam compliance

Job description

Santam Insurance in South Africa seeks a Relationship Manager to retain and grow broker portfolios by building strong relationships with intermediaries and internal partners. You will promote new business, support the regional sales strategy, and ensure brokers engage via correct channels.

The role requires FAIS compliance, NQF level 5 insurance qualifications, and experience handling commercial and personal broker portfolios in a busy operational environment.