Relationship Manager - Secunda

What will make you successful in this role

• Supporting Santam sales strategy & business plan in line with the regions 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)

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

• Drives results.
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation.
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development