Relationship manager

Klerksdorp, North-West

R 300000 ZA Per annum

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 Supporting 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. 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 Knowledge and Skill Knowledge and experience of the Santam / Sanlam synergies will be beneficial Fully bilingual (English and Afrikaans)Good communication skills (verbal and written)In-depth knowledge of financial analysis processes and statistics Technical product knowledge with regards to short term insurance Technical underwriting knowledge Excellent inter-personal and problem solving skills 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 Build a successful career with us We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as Mi Way and the Group Office – the group provides many opportunities for growth and development. Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation 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. Our recruitment process Onboarding Step 8 You made it. Here we ensure we receive all your documents to get you onto our payroll system. Our recruitment process Advertise Step 1 Our vacancies are advertised between 3-5 days depending on the market availability of the skills required. Our recruitment process Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role. Our recruitment process Step 3 Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process. Our recruitment process Telephonic screening Step 4 Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions. Our recruitment process Your interview Step 5 We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot! Our recruitment process Assessment Step 6 Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials. Our recruitment process Step 7 Prior to an offer being made, there may be a second interview to meet with the Head of Department. Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview. Our recruitment process Onboarding Step 8 You made it. Here we ensure we receive all your documents to get you onto our payroll system. Our recruitment process Advertise Step 1 Our vacancies are advertised between 3-5 days depending on the market availability of the skills required. Our recruitment process Step 2 Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role. Our recruitment process Step 3 Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process. Our recruitment process Telephonic screening Step 4 Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions. Our recruitment process Your interview Step 5 We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot! Our recruitment process Assessment Step 6 Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials. Our recruitment process Step 7 Prior to an offer being made, there may be a second interview to meet with the Head of Department. Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview. Our recruitment process Onboarding Step 8 You made it. Here we ensure we receive all your documents to get you onto our payroll system. TIPS & TRICKSGetting ready for your interview There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here. Santam has been officially recognised by the Top Employers Institute as a Top Employer 2023 for excellence in people practices. This is the seventh consecutive year that we have achieved this accolade.

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