Relationship Manager (Cape Town)

Sanlam Limited; Cape Town; On-site; ZAR 600,000 - 850,000; Full time

Job summary

Santam is seeking a Relationship Manager based in Cape Town to retain and grow allocated broker portfolios. You will develop strong relationships with intermediaries and internal partners, promoting new and existing business while acting as a proactive manager for assigned accounts.

You will support the regional sales strategy, manage broker portfolios, and identify growth opportunities. Strong communication, negotiation, and analytical skills are essential for success.

Qualifications

• Matric is required.
• Insurance related qualification NQF level 5 is preferred.
• FAIS compliance and regulatory exams are required.
• At least 3 years of personal lines experience in a broker portfolio environment.
• Sales experience in short-term insurance and growing a profitable broker portfolio.

Responsibilities

• Maintain and grow a profitable broker portfolio.
• Develop and manage relationships with brokers and internal partners.
• Support sales strategy and business plan aligned to regional targets.
• Identify new brokers and opportunities for growth.
• Monitor competition and market trends.
• Facilitate sales processes and ensure correct channels are used.
• Prepare monthly broker-level analyses and present at meetings.

Skills

Relationship management

People management

Communication skills

Interpersonal skills

Negotiation

Selling

Conflict management

Financial analysis

Business acumen

Education

Matric Qualification

Insurance related qualification NQF level 5

FAIS Compliant

Regulatory exam compliance

Job description

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This career opportunity is available at Santam-Echelon for a Relationship Manager, who will be based Cape Town.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

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 YOU DO?

• Supporting Santam sales strategy & business plan in line with the region’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 sale of quotes
• Monthly analysis of figures down to broker level
• Report at weekly sales meetings and bi-weekly Team 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 experience in an Operational environment involving responsibility of a large portfolio of broker business
• Sales experience in the short-term insurance sector
• Experience in maintaining and growing a profitable portfolio of 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

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.