Relationship Manager (JHB)

Santam Insurance; Johannesburg; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Santam seeks a Relationship Manager based in Johannesburg to retain and grow broker portfolios through proactive relationship management with intermediaries and internal partners. You will promote new business and maintain existing relationships, ensuring service excellence.

In this role you will support the regional sales strategy, build strong broker networks, analyze performance, and drive profitability of allocated portfolios.

Qualifications

• Matric qualification required.
• Insurance qualification NQF5.
• FAIS compliance required.
• Regulatory exam compliance required.
• 10 years personal lines in an operational environment with large broker portfolio responsibility.
• Commercial experience advantageous.
• Experience in maintaining and growing a profitable personal lines portfolio.
• Sales experience in short-term insurance with focus on personal lines.

Responsibilities

• Support region sales strategy and plan.
• Establish and manage broker relationships.
• Grow and profitability of allocated broker portfolio.
• Work with brokers to develop a business plan to grow business.
• Identify new potential brokers and opportunities for growth.
• Be aware of competition and market information.
• Facilitate the sales process and ensure brokers use 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).

Skills

Relationship management

Broker relationships

Communication skills

Sales experience

Portfolio management

Analytical skills

Education

Matric Qualification

Insurance qualification NQF 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 Johannesburg.

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
• Minimum 10 years personal lines in an Operational environment involving responsibility of a large portfolio of broker business
• Commercial experience advantageous
• Good Operational experience regarding personal lines business
• Sales experience in the short-term insurance sector with focus on personal lines business
• Experience in maintaining and growing a profitable portfolio of personal insurance- commercial experience advantageous

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.

Our recruitment process

Onboarding

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Advertise

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Telephonic screening

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Your interview

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Assessment

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Onboarding

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

TIPS & TRICKS

Getting ready for your interview

There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.