Relationship Manager at Santam Insurance

WHAT WILL YOU DO?

• 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 MAKE YOU SUCCESSFUL IN THE ROLE?

• Supporting Santam sales strategy & business plan in line with the regions 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 Broker Services regional 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 and 5 years commercial experience in an Operational environment involving responsibility of a large portfolio of broker business
• Good Operational experience regarding CPM commercial business
• Sales experience in the short-term insurance sector
• Experience in maintaining and growing a profitable portfolio of Commercial and 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