Relationship Manager - Bloemfontein at Santam Insurance

What will you do?

• Santam Broker Solutions have an opportunity available for a Relationship Manager who will be based in Bloemfontein.

WHAT DOES THE 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 portfolios  Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. The relationship manager should further insure 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?

• To develop and coordinate broker relationships at a strategic and operational level, with a focus on efficiency, growth and profitability, in line with broker and Santam objectives. Strategies to achieve this will differ according to segmentation / portfolio
• To manage a portfolio of business through analysis, interpretation and decision making, while building effective relationships with business partners, both internally and externally
• To ensure successful implementation of the black intermediary development Initiative and identify, develop, support and grow the number of black brokers
• Good interpersonal skills are essential for the success of the position

Qualifications

• Completed GR12
• B Comm/Similar or Short-term insurance related qualification or COP certification
• FAIS credits (commercial and personal lines)
• RE 5 certification
• Valid driver’s license
• At least 5 years personal lines and commercial experience in an operational environment
• Experience in maintaining and growing a profitable portfolio of commercial and personal insurance
• Experience in dealing with Binder and Outsource agreements
• Knowledge of Policy Centre and Mainframe Commercial product  
• People management experience

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 
• Fluent in English and Afrikaans Language 
• 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

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently