Relationship Manager at Santam Insurance

Insure successful implementation and management of short term initiatives. This opportunity 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 successful incumbent will be office bound and a company vehicle does not form part of the package.

What will make you successful in this role?

• Supporting sales strategy and business plan for the individual broker
• Establish and manage strong relationships with brokers including business managers
• Growth 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

Qualifications And Experience

• Completed grade12/matric qualification
• Insurance related qualification will be advantageous
• 60 Fais credits on NQF level 4
• A minimum of 3 years personal and commercial lines experience in an operational insurance environment
• Sales experience in the financial sector
• Experience in maintaining and growing a profitable portfolio of commercial and personal insurance

Qualification And Experience

• Grade 12 or Diploma with 3 to 5 years related experience.

Knowledge And Skills

• Broker engagement planning and preparation
• Broker Support
• Administration and processing of new and existing business
• Business Building
• Partnership Building

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently