Relationship Manager (Heavy Haulage)

A position has become available within Santam Heavy Haulage for a Relationship Manager and will be based in the Johannesburg 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

• 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.
• Establish 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.
• Prospect for new brokers as well as business development opportunities.
• Engage 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 the 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.
• Prepare and maintain a market analysis, including competitor information to provide input on distribution, product, price, and promotion strategies.
• Participate effectively in any relevant industry-related functions and forums and engage in continuing education and other learning opportunities.
• Ensure 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-ordinate and deliver new and ongoing 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.
• NQF 7 insurance or risk management qualification preferred.
• Minimum 5 years’ Commercial Insurance experience; HCV Insurance sales and underwriting experience will be advantageous.
• Experience in being on the road, dealing with, and visiting brokers.
• A thorough understanding of all Heavy Haulage/HCV insurance products.
• Leadership experience is essential.

SKILLS & KNOWLEDGE

• Ability to understand client base-related requirements and to conceptualize and develop relative support.
• Good understanding of the 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 and technology in general.
• Strong networking and relationship-building skills.
• Decision-making abilities.
• Technical claims and underwriting skills.
• Strong knowledge of Reinsurance.

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 THE COMPANY

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.

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.