Sanlam

Relationship Manager

Sanlam

full-time

Posted on:

Location Type: Office

Location: Worcester • 🇿🇦 South Africa

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Job Level

Mid-LevelSenior

About the role

  • Responsible for the retention and profitable growth of allocated broker portfolios
  • Developing and managing strong relationships with intermediaries and internal business partners
  • Promoting new and maintaining existing business as a proactive relationship manager
  • Working with brokers to develop business plans for growth
  • Assisting in identifying new potential brokers and opportunities for business growth
  • Facilitating the sales process and ensuring brokers deal with correct channels
  • Monthly analysis of figures down to broker level
  • Reporting at Broker Services regional meetings
  • People management (service consultant)

Requirements

  • Matric Qualification
  • Insurance related qualification NQF level 5
  • FAIS Compliant
  • 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 regarding CPM commercial business
  • Sales experience in the short-term insurance sector
  • Experience in maintaining and growing a profitable portfolio of Commercial and personal insurance
Benefits
  • Santam is committed to diversity, inclusion, and belonging.
  • Equal opportunity employer encouraging applications from all backgrounds, including persons with disabilities.
  • Dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive.

Applicant Tracking System Keywords

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

Hard skills
portfolio managementbusiness developmentsales process facilitationdata analysisoperational managementcommercial insurancepersonal lines insurance
Soft skills
relationship managementpeople managementcommunicationproactive approach
Certifications
Matric QualificationNQF level 5 Insurance qualificationFAIS ComplianceRegulatory exam compliance