Relationship Manager

Santam Insurance; Gauteng; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a proactive Relationship Manager to drive business growth and maintain strong broker partnerships. This role focuses on enhancing existing relationships and developing new ones, ensuring compliance and facilitating successful sales processes. With a commitment to transformation and diversity, this dynamic company offers a supportive environment for personal and professional growth. If you are results-driven, possess strong analytical skills, and have a passion for client engagement, this opportunity could be the perfect fit for you. Join a team that values innovation and strives for excellence in the insurance sector.

Qualifications

• Minimum 3 years personal lines and 5 years commercial experience required.
• FAIS compliant with credits on NQF level 5 and regulatory exam compliance.

Responsibilities

• Manage relationships with brokers to enhance business growth.
• Facilitate the sales process and ensure compliance with governance controls.

Skills

Client focus

Analytical thinking

Sales experience

Communication skills

Problem-solving skills

Flexibility and adaptability

Business acumen

Coaching and development

Education

Matric Qualification

Insurance related qualification

Business degree

Tools

Policy Centre

Mainframe

QlikView

Job description

Now more than ever it's important to be cybersafe.

See Santam's tips to help you stay safe online.

Learn more. 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 centered on our delivery of Insurance Good and Proper.

We're about people.

People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

What does a Relationship Manager do?

The relationship manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones.

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 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.

Qualifications and Experience

1. Matric Qualification.
2. Insurance related qualification or business degree will be an advantage.
3. FAIS Compliant (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. 4 years experience in CPM - Outsourced Business.
7. Good Operational experience with regard to commercial business on external platform.
8. 5 years sales experience in the short-term insurance sector.
9. 5 years' experience in maintaining and growing a profitable portfolio of Commercial and personal insurance.

Personal Attributes

1. Drives results.
2. Deciding and initiating action.
3. Leading and supervising.
4. Client focus.
5. Flexibility and adaptability.
6. Cultivates innovation.
7. Strategic decision making.
8. Analytical thinking.
9. Business acumen.
10. Coaching and development.

Knowledge and Skills

1. Knowledge of Policy Centre and Mainframe Commercial product.
2. Knowledge and experience of Santam internal processes will be beneficial.
3. Knowledge and experience of QlikView, Policy Centre and Mainframe.
4. Knowledge and experience of the Santam / Sanlam synergies will be beneficial.
5. Good communication skills (verbal and written).
6. In-depth knowledge of financial analysis processes and statistics.
7. Technical product knowledge of short-term insurance.
8. Technical underwriting knowledge.
9. Excellent inter-personal and problem-solving skills.

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.

Our commitment to transformation

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society.

In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.