Relationship Manager – Heavy Haulage
Sanlam
full-time
Posted on:
Location Type: Office
Location: Bloemfontein • South Africa
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About the role
- Manage allocated portfolio growth, retention, profitability and any other business relevant factors and agree growth plan.
- Work within a cluster and indirectly lead a team comprising of Service Consultants and Underwriters to deliver a service to the allocated portfolio of brokers.
- Reporting on performance against agreed targets.
- Identify and develop sales opportunities.
- Provide Training to brokers.
- Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
- Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels, available products and any compliance requirements.
- Establishing strategies to further grow the portfolio and contribute ideas, leadership and innovation.
- Utilize technology to manage data and the performance of the portfolio under management.
- Prospecting for new brokers as well as business development opportunities.
Requirements
- Matric or equivalent qualification
- FAIS accreditation required
- RE 5 NQF 5 insurance or risk management qualification
- Minimum 3 years’ Commercial Insurance experience
- Knowledge of HCV Insurance sales and underwriting experience
- Experience in being on the road, dealing with, and visiting brokers
- A thorough understanding of all Heavy Haulage /HCV insurance products
Benefits
- Professional development opportunities
- Training for brokers
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Commercial InsuranceHCV Insurance salesUnderwritingBusiness developmentData managementSales reportingPortfolio managementTraining deliveryPerformance analysisCompliance understanding
Soft Skills
LeadershipTeam managementCommunicationStrategic thinkingInnovationInterpersonal skillsProblem-solvingNegotiationRelationship buildingAdaptability
Certifications
FAIS accreditationRE 5 NQF 5 qualification