Relationship Manager (Heavy Haulage)

Sanlam Limited; Wes-Kaap; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A leading company in the insurance sector is seeking a Relationship Manager to be based in the Western Cape. The role focuses on building broker relationships, managing portfolio growth, and delivering on sales strategies. Ideal candidates will have substantial experience in commercial insurance and the ability to lead, train, and innovate in a dynamic environment.

Qualifications

• Must have 5 years' experience in Commercial Insurance.
• Experience engaging with brokers for 2-3 years is preferred.
• FAIS accreditation is required.

Responsibilities

• Manage portfolio growth and retention while leading a team indirectly.
• Identify and develop new sales opportunities.
• Provide training to brokers and ensure compliance with governance policies.

Skills

Networking

Relationship Building

Decision Making

Financial Management

Data Manipulation

Education

FAIS Accreditation

RE 5

Commercial Insurance experience

Job description

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A position has become available within Santam Heavy Haulage for a Relationship Manager and will be based in the Western Cape area.

JOB DESCRIPTION

The candidate will understand premium and profit objectives through brokers by building relationships that will ensure growth and retention through creative and attentive marketing, underwriting and risk management strategies.

KEY ACCOUNTABILITIES

• Manage allocated portfolio growth, retention, profitability and any other business relevant factors and agree growth plan.
• Work within a cluster and indirectly lead a team comprising of Service Consultants and Underwriters to deliver a service to the allocated portfolio of brokers.
• Reporting on performance against agreed targets
• Identify and develop sales opportunities
• Provide Training to brokers
• Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
• Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels, available products and any compliance requirements .
• Establishing strategies to further grow the portfolio and contribute ideas, leadership and innovation
• Utilise technology to manage data and the performance of the portfolio under management
• Prospecting for new brokers as well as business development opportunities.
• Engaging with Underwriting, Claims and Finance teams
• Ensure alignment of quality standards
• Ensure alignment of business processes
• Ensure brokers operate within agreed mandates
• Comply with corporate governance policies, procedures and standards
• Serve as the primary contact point for broker staff to build and maximise the broker relationship
• Effectively drive and deliver on business model to ensure performance targets are achieved in line with strategy
• Ensure continuous strategic and business alignment between brokers and business
• Display a deeper understanding of and ability to market effectively all Santam Heavy Haulage products
• Identify and drive opportunities to improve and enhance product and service offerings
• Keep abreast of market conditions and trends and relevant industry regulations
• Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies
• Effective participation in any relevant industry related functions and forums and participate in continuing education and other learning opportunities
• Ensuring credibility with brokers by maintaining detailed knowledge of current market conditions and competitors’ products
• Resolve customer and broker complaints and queries
• Collaborate and work with support units to deliver required service levels
• Co-ordinates and delivers new and on-going training on products, processes and systems
• Work within a Portfolio cluster and provide technical leadership and direction for the underwriting (technical, pricing, structure, complex processing) on all matters as they relate to ownership of your assigned portfolio.
• Participate in retention strategy

QUALIFICATIONS AND EXPERIENCE

• FAIS accreditation required
• RE 5
• Minimum 5 years’ Commercial Insurance experience
• 2 - 3 years of experience, engaging with Brokers.

SKILLS & KNOWLEDGE

• Ability to understand client base related requirements and to conceptualize and develop relative support
• Good understanding of value chain in order to implement cost savings and maximise profitability
• Working knowledge of financial management – accounting - information systems and marketing
• Strong business orientation with commercial and financial skills.
• Computer literate in data manipulation - i.e. Excel as well as technology in general
• Strong networking and relationship building skills
• Decision making abilities
• Technical claims and underwriting skills

COMPETENCIES

• Deciding & Initiating action
• Working with people
• Relating & Networking
• Presenting & Communicating Information
• Learning & Researching
• Delivering results & Meeting Customer Expectations
• Coping with Pressures & Setbacks
• Achieving Personal Work Goals & Objectives
• Analysing
• Writing and reporting

ABOUT SANTAM

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!