Relationship Manager

Santam; Noord-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance provider in South Africa is seeking a Relationship Manager based in Kimberley. This role is essential for promoting and maintaining business relationships with brokers, ensuring profitable growth, and enhancing account management. Candidates should have strong experience in personal and commercial insurance, excellent interpersonal and analytical skills, and fluency in Afrikaans. This position offers a dynamic work environment focused on client engagement and business strategy.

Qualifications

• FAIS Compliant (120 credits on NQF level 5).
• At least 3 years personal lines and 5 years commercial experience.
• Proficiency in Afrikaans.

Responsibilities

• Promoting and maintaining business for assigned accounts.
• Coordinating marketing, sales, and support services.
• Building relationships with brokers and internal stakeholders.

Skills

Client focus

Analytical thinking

Communication skills

Business acumen

Flexibility and adaptability

Education

Matric Qualification

Insurance related qualification or business degree

Tools

QlikView

Policy Centre

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 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?

This career opportunity is available in Broker Services : South for the role of Relationship Manager who will be based in Kimberley.

What will you 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. The relationship manager should further insure successful implementation and management of short-term initiatives. 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?

• Supporting Santam sales strategy & business plan in line with the regionââ¬â¢s 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 conversion of quotes
• Build relationships with internal stakeholders for ease of managing portfolio.
• Ensuring compliance of broker portfolios with respective internal governance controls
• Monthly analysis of figures down to broker level
• Report at Broker Services regional meetings
• People management(service cnsultant)

Qualifications and Experience

• Matric Qualification
• Insurance related qualification or business degree will be advantage.
• FAIS Compliant (120 credits on NQF level 5)
• Regulatory exam compliance.
• At least 3 years personal lines and 5 years commercial experience in an operational environment involving responsibility of a large portfolio of broker business.
• Good Operational experience with regard to commercial business on external platform
• 5 years sales experience in the short-term insurance sector
• 5 years’ experience in maintaining and growing a profitable portfolio of Commercial and personal insurance
• Proficiency in Afrikaans

Personal Attributes

• Drives results.
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation.
• Strategic decision making
• Analytical thinking
• Influencing / gaining commitment
• Business acumen
• Coaching and development

Knowledge and Skills

• Knowledge of Policy Centre and Mainframe Commercial product
• Knowledge and experience of Santam internal processes will be beneficial
• Knowledge and experience of QlikView, Policy Centre and Mainframe
• Knowledge and experience of the Santam / Sanlam synergies will be beneficial
• Fluent in English Language
• Good communication skills (verbal and written)
• In-depth knowledge of financial analysis processes and statistics
• Technical product knowledge of short- term insurance
• Technical underwriting knowledge
• Excellent inter-personal and problem-solving skills