Relationship Manager at Santam Insurance

• 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.
• The position reports to the regional manager east coast.

PRINCIPLE ACCOUNTABILITIES

• 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 or business degree will be advantageous
• FAIS Compliant (60 credits on NQF level 4)
• 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 with regard to 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 & Skills

Skills, Knowledge and Competencies

• Technical product knowledge w.r.t. short term insurance
• Technical underwriting knowledge
• People management experience.
• Good communication skills (verbal and written)
• Excellent inter-personal and problem solving skills
• Business skills
• Negotiation
• Selling
• Conflict management skills

RECOMMENDATIONS

• In-depth knowledge of financial analysis processes and statistics

COMPETENCIES

• 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