Relationship Manager (Gqeberha) at Santam Insurance

CAREER OPPORTUNITY

• This career opportunity is available at Santam for a Relationship Manager who will be based in Port Elizabeth.

WHAT WILL YOU DO?

• The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and managing 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 MAKE YOU SUCCESSFUL IN THE ROLE?

• Supporting Santam sales strategy and business plan in line with regional targets
• Establishing and managing strong relationships with brokers, including business managers
• Growth and profitability of allocated broker portfolio
• Working with brokers to develop business plans and grow business
• Identifying new brokers and business growth opportunities
• Maintaining awareness of competition and market information
• Facilitating the sales process and ensuring brokers engage through the correct channels
• Facilitating the sale of quotes
• Monthly analysis of figures down to broker level
• Reporting at Broker Services regional meetings
• People management (Service Consultant)

QUALIFICATIONS AND EXPERIENCE

• Matric qualification
• Insurance-related qualification (NQF Level 5)
• FAIS compliant
• Regulatory Exam compliant
• At least 3 years personal lines and 5 years commercial experience, including Agri
• Operational experience managing a large portfolio of broker business
• Good operational experience regarding CPM commercial business
• Sales experience in the short-term insurance sector
• Experience maintaining and growing a profitable commercial and personal insurance portfolio

KNOWLEDGE AND SKILLS

• Technical short-term insurance product knowledge
• Technical underwriting knowledge
• People management experience
• Good communication skills (verbal and written)
• Excellent interpersonal 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 relationships
• 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 collaboration
• Analysing
• Business insight
• Interpersonal savvy
• Decision quality
• Plans and aligns