Relationship Manager

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

What does a Relationship Manager do?

The relationship manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. The relationship manager should further ensure successful implementation and management of short-term initiatives. This job is focused on the retention and profitable growth of allocated broker portfolios through developing and management of strong 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’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 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 an 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 involving responsibility 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

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.