RELATIONSHIP OFFICER II - FINANCIAL INSTITUTION

Sanlam; Klerksdorp; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company is seeking a Relationship Manager in Klerksdorp, North West, to promote new business and maintain existing accounts. The successful candidate will coordinate sales and support services to build strong relationships with brokers. A Matric qualification and experience in the short-term insurance sector are essential, along with various analytical and interpersonal skills.

Qualifications

• At least 3 years of personal lines and 5 years of commercial experience in managing large broker portfolios.
• 5 years of sales experience in the short-term insurance sector.
• Fluency in Afrikaans and English.

Responsibilities

• Promote new business and maintain existing accounts as a proactive relationship manager.
• Coordinate marketing, sales, and support services for assigned accounts.
• Manage the implementation of short-term initiatives.

Skills

Relationship management

Sales proficiency

Analytical skills

Client-focused mindset

Education

Insurance-related qualification or business degree

Matric qualification

FAIS compliance (120 credits on NQF level 5)

Tools

QlikView

Policy Centre

Mainframe

Job description

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company. While based in South Africa, we are rapidly entering emerging markets across Africa and Asia. Our success is rooted in our passion for our clients, and everything we do centers on delivering Insurance Good and Proper. We value people highly and aim to recruit the best talent, whether for permanent or temporary roles.

What does a Relationship Manager do?

This opportunity is within Broker Services: North, for the role of Relationship Manager based in Klerksdorp, North West.

What will you do?

The Relationship Manager will promote new business and maintain existing accounts by serving as a proactive relationship manager. Responsibilities include coordinating marketing, sales, and support services for assigned accounts to strengthen relationships and develop new ones. The role also involves ensuring successful implementation and management of short-term initiatives, focusing on the retention and profitable growth of broker portfolios by building strong relationships with intermediaries and internal partners.

What will make you successful in this role?

• Supporting Santam's sales strategy and business plan aligned with regional targets.
• Establishing and managing strong relationships with brokers, including business managers.
• Driving growth and profitability of the broker portfolio.
• Collaborating with brokers to develop business growth plans.
• Identifying new brokers and opportunities for expansion.
• Monitoring market and competitor information.
• Facilitating the sales process and ensuring brokers use correct channels.
• Assisting in quote conversions.
• Building relationships with internal stakeholders for portfolio management.
• Ensuring compliance with internal governance controls.
• Conducting monthly analysis at the broker level.
• Reporting at regional meetings.
• Managing service consultants.

Qualifications and Experience

• Matric qualification.
• Insurance-related qualification or business degree is advantageous.
• FAIS compliance (120 credits on NQF level 5).
• Regulatory exam compliance.
• At least 3 years of personal lines and 5 years of commercial experience in managing large broker portfolios.
• Operational experience in commercial business on external platforms.
• 5 years of sales experience in the short-term insurance sector.
• Experience in maintaining and growing profitable commercial and personal insurance portfolios.
• Proficiency in Afrikaans.

Personal Attributes

• Results-driven.
• Decisive and proactive.
• Leadership qualities.
• Collaborative mindset.
• Client-focused.
• Flexible and adaptable.
• Innovative.
• Strategic thinker.
• Analytical skills.
• Influencing and commitment skills.
• Business acumen.
• Coaching and development skills.

Knowledge and Skills

• Knowledge of Policy Centre and Mainframe Commercial products.
• Familiarity with Santam's internal processes is beneficial.
• Experience with QlikView, Policy Centre, and Mainframe.
• Understanding of Santam/ Sanlam synergies is advantageous.
• Fluent in English.
• Excellent verbal and written communication skills.
• Strong financial analysis and statistical skills.
• Technical knowledge of short-term insurance and underwriting.
• Excellent interpersonal and problem-solving skills.