This career opportunity is available at Santam-Echelon for a Relationship Manager, who will be based Cape Town.
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?
The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners. Promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts.
WHAT WILL YOU DO?
Supporting Santam sales strategy & business plan in line with the region's 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 sale of quotes
Monthly analysis of figures down to broker level
Report at weekly sales meetings and bi-weekly Team meetings
People management (service consultant)
QUALIFICATIONS AND EXPERIENCE
Matric Qualification
Insurance related qualification NQF level 5
FAIS Compliant
Regulatory exam compliance
At least 3 years personal lines experience in an Operational environment involving responsibility of a large portfolio of broker business
Sales experience in the short-term insurance sector
Experience in maintaining and growing a profitable portfolio of Personal insurance
KNOWLEDGE AND SKILLS
Technical short term insurance product knowledge
Technical underwriting knowledge
People management experience
Good communication skills (verbal and written)
Excellent inter-personal and problem-solving skills
In-depth knowledge of financial analysis processes and statistics