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Relationship Manager

Relationship Manager

Santam InsuranceRustenburg, ZA
6 days ago
Job description

Job title : Relationship Manager

Job Location : North West, Rustenburg

Deadline : October 23, 2025

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What does a Relationship Manager do?

  • This career opportunity is available in  Broker Services : North  for the role of  Relationship Manager  who will be based in  Rustenburg, North West .
  • What will you do?

  • The relationship manager will be responsible for promoting new and maintaining existing business by servingas a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support servicesfor assigned accounts to enhance existing relationships and develop new ones.
  • The relationship managershould further insure successful implementation and management of short-term initiatives. This job is focusedon the retention and profitable growth of allocated broker portfolios through developing and management ofstrong relationships with intermediaries and internal business partners.
  • What will make you successful in this role?

  • Supporting Santam sales strategy & business plan in line with the region 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 cnsultant).
  • Qualifications and Experience

  • 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 involvingresponsibility 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.
  • Proficiency in Afrikaans.
  • Personal Attributes

  • 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.
  • Knowledge and Skills

  • Knowledge of Policy Centre and Mainframe Commercial product.
  • Knowledge and experience of Santam internal processes will be beneficial.
  • Knowledge and experience of QlikView, Policy Centre and Mainframe.
  • Knowledge and experience of the Santam / Sanlam synergies will be beneficial.
  • Fluent in English Language.
  • Good communication skills (verbal and written).
  • In-depth knowledge of financial analysis processes and statistics.
  • Technical product knowledge of short- term insurance.
  • Technical underwriting knowledge.
  • Excellent inter-personal and problem-solving skills.
  • Sales / Retail / Business Development  jobs
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    Relationship Manager • Rustenburg, ZA

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