Relationship Manager

Findojobs South Africa; Noord-Kaap; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading insurance provider is looking for a Relationship Manager based in Kimberley, South Africa. This role involves promoting new business, maintaining existing accounts, and building strong relationships with brokers and internal stakeholders. The ideal candidate will have a matric qualification, extensive experience in short-term insurance, and be fluent in Afrikaans. The position offers opportunities for professional growth in a dynamic environment.

Qualifications

• Minimum 3 years personal lines and 5 years commercial experience in a portfolio management environment.
• Operational experience with commercial business on external platforms.
• At least 5 years sales experience in short-term insurance.
• Experience maintaining and growing profitable portfolios of Commercial and Personal insurance.
• Proficiency in Afrikaans.

Responsibilities

• Promote new business and maintain existing accounts.
• Coordinate marketing, sales, and support services.
• Drive growth and profitability of the broker portfolio.
• Develop business plans with brokers.
• Monitor market trends and competitor activity.
• Manage service consultants.

Skills

Results-driven

Decisive and proactive

Leadership skills

Collaborative

Client-focused

Flexible and adaptable

Innovative

Strategic thinker

Analytical skills

Influential and committed

Business acumen

Coaching ability

Education

Matric qualification

Insurance-related qualification or business degree

FAIS compliance (120 credits on NQF level 5)

Regulatory exam compliance

Tools

Knowledge of Policy Centre

Knowledge of QlikView

Job description

Who we are

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company, based in South Africa, with rapid expansion into emerging markets in Africa and Asia. Our success is rooted in our passion for our clients, and everything we do is centered on delivering Insurance Good and Proper. We value people and aim to recruit the best talent, whether for permanent or temporary roles.

What does a Relationship Manager do?

This opportunity is in Broker Services: South, for the role of Relationship Manager based in Kimberley.

What will you do?

The Relationship Manager will promote new business and maintain existing accounts by serving as a proactive relationship manager. Responsibilities include coordinating marketing, sales, and support services to strengthen existing relationships and develop new ones. The role focuses on retaining and growing broker portfolios by building strong relationships with intermediaries and internal partners.

What will make you successful in this role?

• Support Santam's sales strategy and business plan aligned with regional targets
• Establish and manage strong relationships with brokers and business managers
• Drive growth and profitability of the broker portfolio
• Develop business plans with brokers to facilitate growth
• Identify new brokers and business opportunities
• Monitor market trends and competitor activity
• Facilitate sales processes and ensure proper channels are used
• Assist in converting quotes into business
• Build relationships with internal stakeholders for portfolio management
• Ensure compliance of broker portfolios with governance controls
• Perform monthly analysis at broker level
• Report at regional meetings
• Manage service consultants

Qualifications and Experience

• Matric qualification
• Insurance-related qualification or business degree is advantageous
• FAIS compliance (120 credits on NQF level 5)
• Regulatory exam compliance
• Minimum 3 years personal lines and 5 years commercial experience in a portfolio management environment
• Operational experience with commercial business on external platforms
• At least 5 years sales experience in short-term insurance
• Experience maintaining and growing profitable portfolios of Commercial and Personal insurance
• Proficiency in Afrikaans

Personal Attributes

• Results-driven
• Decisive and proactive
• Leadership skills
• Collaborative
• Client-focused
• Flexible and adaptable
• Innovative
• Strategic thinker
• Analytical skills
• Influential and committed
• Business acumen
• Coaching ability

Knowledge and Skills

• Knowledge of Policy Centre and Mainframe Commercial products
• Experience with Santam's internal processes is beneficial
• Knowledge of QlikView, Policy Centre, and Mainframe
• Understanding of Santam/Sanlam synergies is advantageous
• Fluent in English
• Excellent verbal and written communication skills
• Strong financial analysis and statistical knowledge
• Technical knowledge of short-term insurance products and underwriting
• Excellent interpersonal and problem-solving skills