Relationship Manager

Sanlam Limited; George; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Santam is seeking a Relationship Manager to retain and grow a broker portfolio by building strong relationships with intermediaries and internal partners. You will promote new business and support existing accounts, ensuring effective channels and processes are used.

You will manage broker portfolios, contribute to strategic plans, and provide performance analyses while maintaining high service standards in a dynamic insurance environment.

Qualifications

• Matric qualification is required.
• Insurance related qualification at NQF level 5 is preferred.
• FAIS compliance and regulatory exams are required.
• Minimum 3 years in personal lines and 5 years in commercial insurance, with portfolio responsibility.
• Strong knowledge of CPM commercial business and underwriting.

Responsibilities

• Establish and manage strong relationships with brokers including business managers.
• Grow and maintain profitability of allocated broker portfolio.
• Develop business plans with brokers to grow the business.
• Identify new potential brokers and opportunities for growth.
• Provide monthly broker-level analyses and report at regional broker services meetings.
• Support Santam's sales strategy and regional targets.

Skills

Communication skills

Negotiation

Selling

Interpersonal skills

Problem solving

Team leadership

Financial analysis

Education

Matric Qualification

Insurance related qualification NQF level 5

FAIS Compliant

Regulatory exam compliance

Job description

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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 THE 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 NQF level 5
• FAIS Compliant
• Regulatory exam compliance
• At least 3 years personal lines and 5 years commercial experience including Agri in an Operational environment involving responsibility of a large portfolio of broker business
• Good Operational experience regarding 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

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 changePerforming 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 apply now and be part of a company that’s shaping the future of insurance. This is Freedom!