Relationship Manager (Heavy Haulage)

Sanlam Limited; Johannesburg; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading company in the insurance industry seeks a Relationship Manager based in Johannesburg. The role involves building strong relationships with brokers, ensuring growth and retention through effective marketing and risk management strategies. Candidates should have a solid background in commercial insurance, specifically in Heavy Haulage, and possess strong networking and decision-making skills.

Qualifications

• Minimum 5 years of Commercial Insurance experience.
• HCV insurance sales and underwriting experience advantageous.
• Thorough understanding of Heavy Haulage / HCV insurance products.

Responsibilities

• Build relationships with brokers to ensure growth and retention.
• Develop strategies to grow the portfolio.
• Engage with Underwriting, Claims, and Finance teams.

Skills

Client requirements understanding

Financial management

Networking skills

Decision-making skills

Technical claims knowledge

Education

FAIS accreditation

RE 5 and NQF 7 qualification

Tools

Excel

Job description

A position has become available within Santam Heavy Haulage for a Relationship Manager based in Johannesburg.

Job Description

The candidate will understand premium and profit objectives through brokers by building relationships that ensure growth and retention through creative and attentive marketing, underwriting, and risk management strategies.

Key Accountabilities

1. Ensure a consistent and detailed understanding of sales targets, goals, performance levels, products, business rules, and conditions.
2. Ensure brokers understand their growth targets, goals, performance levels, available products, and compliance requirements.
3. Develop strategies to grow the portfolio, contributing ideas, leadership, and innovation.
4. Utilize technology to manage data and portfolio performance.
5. Prospect for new brokers and business development opportunities.
6. Engage with Underwriting, Claims, and Finance teams.
7. Ensure alignment of quality standards and business processes.
8. Serve as the primary contact for broker staff to strengthen relationships.
9. Drive business performance targets in line with strategy.
10. Maintain a deep understanding of and market Santam Heavy Haulage products effectively.
11. Identify opportunities to improve product and service offerings.
12. Stay informed on market conditions, trends, and industry regulations.
13. Prepare market analysis including competitor information for strategic input.
14. Participate in industry functions and continuing education.
15. Resolve customer and broker complaints and queries.
16. Collaborate with support units to deliver service levels.
17. Coordinate and deliver training on products, processes, and systems.
18. Provide technical leadership within a Portfolio cluster, especially on underwriting matters.
19. Participate in retention strategies.

Qualifications and Experience

• FAIS accreditation required.
• RE 5 and NQF 7 insurance or risk management qualification preferred.
• Minimum 5 years of Commercial Insurance experience; HCV insurance sales and underwriting experience advantageous.
• Experience visiting brokers and on the road.
• Thorough understanding of Heavy Haulage / HCV insurance products.
• Leadership experience is essential.

Skills & Knowledge

• Client requirements understanding and support development.
• Knowledge of value chain for cost savings and profitability.
• Financial management, accounting, information systems, and marketing skills.
• Strong business orientation and commercial skills.
• Computer literacy, especially in Excel and technology.
• Networking and relationship-building skills.
• Decision-making, technical claims, and underwriting skills.
• Knowledge of Reinsurance.

Petencies

• Deciding & Initiating Action
• Working with People
• Relating & Networking
• Presenting & Communicating Information
• Learning & Researching
• Delivering Results & Meeting Customer Expectations
• Coping with Pressures & Setbacks
• Achieving Personal Work Goals & Objectives
• Analyzing
• Writing and Reporting

About the Company

Santam is the market leader in the general insurance industry in Southern Africa. We are committed to transformation and embracing diversity, aiming for an inclusive workforce that reflects societal demographics.

We're about people.

People drive our business, and we seek the best talent, whether permanent or temporary. We prioritize employment equity and give preference to applicants from designated groups.