Sanlam

Relationship Manager

Sanlam

full-time

Posted on:

Location Type: Office

Location: Upington • 🇿🇦 South Africa

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Job Level

SeniorLead

About the role

  • The relationship manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts
  • Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones
  • The relationship manager should further insure successful implementation and management of short-term initiatives
  • 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
  • Supporting Santam sales strategy & business plan in line with the regional 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 consultant)

Requirements

  • Matric Qualification
  • 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 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
  • 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
  • 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
Benefits
  • Insurance related qualification or business degree will be advantage
  • FAIS Compliant (120 credits on NQF level 5)
  • Regulatory exam compliance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysistechnical underwritingsales experienceportfolio managementcommercial insurancepersonal insuranceoperational experiencebusiness planningmarket analysiscompliance
Soft skills
interpersonal skillsproblem-solving skillsrelationship managementcommunication skillspeople management
Certifications
Matric Qualification