Relationship Manager at Santam Insurance

Insure successful implementation and management, of short term initiative. 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

• 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

QUALIFICATIONS AND EXPERIENCE

• Matric Qualification
• Fully bilingual (English and Afrikaans)
• Short term insurance related qualification or COP certification
• FAIS compliant (60 credits on NQF level 4)
• Completed RE 5 certification
• Valid driver’s license
• At least 5 years personal lines and commercial experience in an operational environment
• In-depth knowledge of financial analysis processes and statistics
• Experience in maintaining and growing a profitable portfolio of commercial and personal insurance

KNOWLEDGE & SKILLS

• Knowledge of the Santam outsourced model is crucial
• Technical product knowledge w.r.t. short term insurance
• Technical underwriting knowledge
• Good communication skills (verbal and written)
• Excellent inter-personal and problem solving skills