Relationship Manager (Cape Town) at Santam Insurance

CAREER OPPORTUNITY

• This career opportunity is available at Santam-Echelon for a Relationship Manager, who will be based Cape Town. 

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners. Promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts.

WHAT WILL YOU DO?

• 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 sale of quotes 
• Monthly analysis of figures down to broker level 
• Report at weekly sales meetings and bi-weekly Team meetings 
• People management (service consultant)

QUALIFICATIONS AND EXPERIENCE 

• Matric Qualification 
• Insurance related qualification NQF level 5 
• FAIS Compliant 
• Regulatory exam compliance 
• At least 3 years personal lines experience in an Operational environment involving responsibility of a large portfolio of broker business 
• Sales experience in the short-term insurance sector 
• Experience in maintaining and growing a profitable portfolio of Personal insurance

KNOWLEDGE AND SKILLS

• Technical short term insurance product knowledge
• Technical underwriting knowledge
• People management experience
• Good communication skills (verbal and written)
• Excellent inter-personal and problem-solving skills
• In-depth knowledge of financial analysis processes and statistics
• Business skills
• Negotiation
• Selling
• Conflict management skills

PERSONAL ATTRIBUTES

• Deciding and initiating action
• Client service orientation
• Building networks and good relations
• Influencing
• Applying expertise and technology
• Problem solving
• Planning and organising
• Supporting change
• Performing under pressure
• Ability to work independently
• Enterprising and commercial thinking
• Teamwork and supporting
• Analysing
• Business insight - Contributing through others
• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others