Portfolio Manager at Sanlam Group

What will you do?

The portfolio manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. The PM should furthermore insure successful implementation and management of short-term initiatives. This job is focused on the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners. This portfolio is spread over the Cape regions.

What will make you successful in this role?

• To develop and coordinate broker relationships at a strategic and operational level, with a focus on efficiency, growth and profitability, in line with broker and Santam objectives. Strategies to achieve this will differ according to segmentation / portfolio

• To manage a portfolio of business through analysis, interpretation and decision making, while building effective relationships with business partners, both internally and externally.

• To ensure that Santam Hospitality and Leisure becomes a recognized, industry-leading brand.

• Good interpersonal skills are essential for the success of the position.

Qualification and Experience

• Completed GR12

• Short-term insurance-related qualification or COP certification

• FAIS credits (commercial lines)

• RE 5 certification

• Valid driver’s license

• At least 5 years personal lines and commercial experience in an operational environment

• Experience in maintaining and growing a profitable portfolio of commercial insurance

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently