Relationship Manager (JG7) at Santam Insurance

WHAT WILL MAKE YOU SUCCESSFUL IN THE 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 AND EXPERIENCE

• 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 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

Qualification and Experience

• Degree or Diploma with 5 to 6 years experience.

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management