Relationship Manager at Santam Insurance

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?

• Support sales strategy and business plan for the individual intermediary.
• Identify the core business of Sanlam Financial Advisors (SFA).
• Establish and manage strong relationships with intermediaries including business managers.
• Growth of allocated intermediary portfolios.
• Develop growth plan for individual SFA to meet agreed targets.
• Assist in identifying new potential intermediaries and opportunities for business growth.
• Identify the best model that will suit intermediary/agent.
• Identify gaps in the training/development of SFA, and ensure the trainer in the area is aware of training needs.
• Facilitate the sales process and ensure that intermediaries deal with correct channels.
• Monthly analysis of figures down to intermediary level, impose risk recommendations to manage profitability.
• Report at Broker Services regional meetings (internal).
• Portfolio budgeting in conjunction with short-term targets.
• Partner performance feedback at a regional and intermediary level (external).
• Assist and understand the intermediary portfolio and client segments, to cross sell relevant products.
• Work on various initiatives within the Sanlam environment.

Qualifications And Experience

• Matric qualifications/Grade 12.
• Short-term insurance related qualification.
• FAIS compliant (60 credits on NQF level 4).
• At least three years Personal and Commercial lines experience in an operational environment.
• Sales experience in the financial sector.
• Experience in maintaining and growing a profitable portfolio of Commercial and Personal insurance.
• Identify marketing opportunities, to grow the business in conjunction with Sanlam STI.