Top Roles at Santam Insurance

CAREER OPPORTUNITY

• This career opportunity is available at Santam-Echelon for a Relationship Manager, who will be based Cape Town. 

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• 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 YOU DO?

• Supporting Santam sales strategy & business plan in line with the region’s 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 weekly sales meetings and bi-weekly Team 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 experience in an Operational environment involving responsibility of a large portfolio of broker business 
• Sales experience in the short-term insurance sector 
• Experience in maintaining and growing a profitable portfolio of 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

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What will make you successful in the role

This role is focused on, but not limited to;

• Servicing broker requests, including enquiries. 
• Contribution to the net profit and growth targets for business.
• Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services; 
• Dealing with general insurance and policy specific enquiries; 
• Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies; 
• Assisting to resolve all insurance queries within required timeframe and compliance requirements; 
• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books; 
• Undertaking to adjust premiums in line with new asset values; 
• Managing client expectation on expected turnaround times for submitted requests; 
• Adhering to underwriting criteria and regional requirements; 
• Assist with profiling the client with the best suitable product and underwriting criteria; 
• Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product; 
• Assisting in implementing solutions for improvement; and 
• Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required. 

Qualification and Experience

• Matric/ Grade 12
• 60 commercial lines FAIS credits 
• A relevant insurance related qualification (e.g. NQF lev 5) 
• Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry 
• Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets

Knowledge and Skills

• Excellent verbal and written communication skills 
• Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients 
• Ensure adherence to quality, compliance and accreditation standards 
• Conduct efficient administration 
• Optimising work processes Customer Service 
• Quality, compliance and accreditation 
• Team Support 

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently 

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently