Relationship Manager

sanlamcloud

Cape Town, Western Cape, South Africa
Broker portfolio management
Sales strategy support
Business plan development
The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and managing strong relationships with intermediaries and internal business partners

Job Summary

  • The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and managing strong relationships with intermediaries and internal business partners.
  • This role involves supporting Santam's sales strategy, facilitating the sales process, and ensuring brokers deal with correct channels.
  • Santam is the market leader in the general insurance industry in Southern Africa, committed to transformation, growth, and diversity.

Matching Summary

The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and managing strong relationships with intermediaries and internal business partners.

Skills & Requirements

Must-have

  • Broker portfolio management
  • Sales strategy support
  • Business plan development
  • Client relationship management
  • Insurance product knowledge
  • Underwriting knowledge
  • Communication skills
  • Problem-solving skills

Nice-to-have

  • Commercial experience
  • Business insight
  • Teamwork
  • Change management
  • Analytical thinking

Key Requirements

  • Matric Qualification
  • Insurance related qualification NQF level 5
  • FAIS Compliant
  • Regulatory exam compliance
  • Minimum 10 years personal lines in an Operational environment
  • Sales experience in short-term insurance sector
  • Experience in maintaining and growing a profitable portfolio

Work Rights

Not specified

Tailored Resume

Cover Letter