Broker on Call - Relationship Manager (JG09) at Santam Insurance

WHAT WILL YOU DO?
Insure successful implementation and management of short term initiatives. This opportunity 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. The successful incumbent will be office bound and a company vehicle does not form part of the package.   

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• Supporting sales strategy and business plan for the individual broker
• Establish and manage strong relationships with brokers including business managers
• Growth 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 Broker Services regional meetings

QUALIFICATIONS AND EXPERIENCE

• Completed grade12/matric qualification
• Insurance related qualification will be advantageous 
• 60 Fais credits on NQF level 4
• A minimum of 3 years personal and commercial lines experience in an operational insurance environment 
• Sales experience in the financial sector 
• Experience in maintaining and growing a profitable portfolio of commercial and personal insurance

KNOWLEDGE AND SKILLS 

• Technical product knowledge w.r.t. short term insurance
• Technical underwriting knowledge
• Good communication skills (verbal and written)
• Fully bilingual in English and Afrikaans
• Excellent inter-personal and problem solving skills
• Influential and negotiation 
• Conflict management skills 

PERSONAL ATTRIBUTES 

• Drives results
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development