Relationship Manager at Santam Insurance

What does a Relationship Manager do?

• This career opportunity is available in Broker Services: South for the role of Relationship Manager who will be based in Kimberley. 

What will you do?

• The relationship manager will be responsible for promoting new and maintaining existing business by servingas a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support servicesfor assigned accounts to enhance existing relationships and develop new ones.
• The relationship managershould further insure successful implementation and management of short-term initiatives.
• This job is focusedon the retention and profitable growth of allocated broker portfolios through developing and management ofstrong relationships with intermediaries and internal business partners.

What will make you successful in this role?

• Supporting Santam sales strategy & business plan in line with the region 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 conversion of quotes.
• Build relationships with internal stakeholders for ease of managing portfolio.
• Ensuring compliance of broker portfolios with respective internal governance controls.
• Monthly analysis of figures down to broker level.
• Report at Broker Services regional meetings.
• People management(service cnsultant).

Qualifications and Experience

• Matric Qualification.
• Insurance related qualification or business degree will be advantage.
• FAIS Compliant (120 credits on NQF level 5).
• Regulatory exam compliance.
• At least 3 years personal lines and 5 years commercial experience in an operational environment involvingresponsibility of a large portfolio of broker business.
• Good Operational experience with regard to commercial business on external platform.
• 5 years sales experience in the short-term insurance sector.
• 5 years’ experience in maintaining and growing a profitable portfolio of Commercial and personal insurance.
• Proficiency in Afrikaans.

Personal Attributes

• Drives results.
• Deciding and initiating action.
• Leading and supervising.
• Collaborates.
• Client focus.
• Flexibility and adaptability.
• Cultivates innovation.
• Strategic decision making.
• Analytical thinking.
• Influencing/ gaining commitment.
• Business acumen.
• Coaching and development.

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.