Relationship Manager

Sanlam; Worcester; On-site; ZAR 400 000 - 700 000; Full time

Job summary

A leading insurance company is seeking a Relationship Manager based in Worcester. The role involves the retention and growth of broker portfolios, developing strong relationships, and promoting new business while maintaining existing accounts. Candidates should have extensive experience in personal and commercial lines, complemented by solid communication and negotiation skills. This is an exciting opportunity to influence strategic relationships within the insurance sector.

Qualifications

• At least 3 years personal lines and 5 years commercial experience in an Operational environment.
• Good Operational experience regarding CPM commercial business.
• Sales experience in the short-term insurance sector.

Responsibilities

• Responsible for retention and growth of allocated broker portfolios.
• Develop and manage relationships with intermediaries and internal partners.
• Promote new business and maintain existing accounts.

Skills

Technical short-term insurance product knowledge

Good communication skills (verbal and written)

Negotiation

Selling

Conflict management skills

Education

Matric Qualification

Insurance related qualification NQF level 5

FAIS Compliant

Regulatory exam compliance

Job description

CAREER OPPORTUNITY

An exciting career opportunity is available at Santam for a Relationship Manager, based in Worcester, Western Cape.

WHAT WILL YOU DO?

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 meetingsPeople 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 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 change
• Performing 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

ABOUT THE COMPANY

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!