RELATIONSHIP OFFICER II - FINANCIAL INSTITUTION

Sanlam Limited; Klerksdorp; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services company in Klerksdorp seeks a Relationship Officer II to manage and grow broker relationships. Candidates should have extensive experience in insurance and a proven history of maintaining profitable portfolios. This role emphasizes client focus and demands strong analytical and interpersonal skills. Applicants should hold a relevant qualification and be FAIS compliant. Join a company committed to diversity and inclusion while advancing your career in a dynamic field.

Benefits

Diversity and inclusion policies

Opportunities for career advancement

Qualifications

• At least 3 years personal lines and 5 years commercial experience in an operational environment.
• 5 years sales experience in the short-term insurance sector.
• Regulatory exam compliance required.

Responsibilities

• Promote new and maintain existing business by managing assigned accounts.
• Build strong relationships with brokers to support business growth.
• Monthly analysis of figures and reporting at Broker Services meetings.

Skills

Client focus

Analytical thinking

Flexibility and adaptability

Excellent inter-personal skills

Education

Insurance related qualification or business degree

Matric Qualification

FAIS Compliant (120 credits on NQF level 5)

Tools

Policy Centre

QlikView

Job description

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RELATIONSHIP OFFICER II - FINANCIAL INSTITUTION

Date: 7 Aug 2025

Location:

Klerksdorp, North West, ZA

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 ofemerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everythingwe do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive ourbusiness so it follows that we want to recruit the best people possible whether they work for us permanently orfor a short time as temporary employees.

What does a Relationship Manager do?

This career opportunity is available in Broker Services: North for the role of Relationship Manager who will be based in Klerksdorp, North West.

What will you do?

The relationship manager will be responsible for promoting new and maintaining existing business by servingas a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support servicesfor assigned accounts to enhance existing relationships and develop new ones. The relationship managershould further insure successful implementation and management of short-term initiatives. This job is focusedon the retention and profitable growth of allocated broker portfolios through developing and management ofstrong 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 region 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.

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 involvingresponsibility 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.

Personal Attributes

• Drives results.
• Deciding and initiating action.
• Leading and supervising.
• Client focus.
• Flexibility and adaptability.
• Cultivates innovation.
• Strategic decision making.
• Analytical thinking.
• 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.
• 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.

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, andexpanding company, we are committed to transformation and growth. While our headquarters are in SouthAfrica, 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, specialistbusiness owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitmentto Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clientscan focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe thefreedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles orshort-term opportunities.
Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourageapplications 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 ofinsurance. This is Freedom!