Relationship Manager - Modimolle at Sanlam Group

What will you do?

Ensure the successful implementation and management of Sanlam Strategic Partnership initiatives, which is focussed on long-term insurance agents. This job is focused on the retention and profitable growth of allocated and new intermediary portfolios through the development and management of strong relationships with Sanlam intermediaries and internal business partners, to support the Group strategy.

What will make you successful in this role?

• upporting 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.
• Working 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.
• Facilitating the sales process and ensure that brokers deal with correct channels.
• Facilitating sale of quotes.
• Monthly analysis of figures down to broker level.
• Reporting at Broker Services regional meetings.
• People management (service consultants).

Qualifications

• Completed GR12
• Short term insurance related qualification or COP certification
• FAIS credits (commercial and personal 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 and personal insurance

Personal Attributes

• Business insight - Contributing through others
• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others

Core Competencies

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