Relationship Manager
Durban, KwaZulu Natal, South Africa
3d ago

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

What will you do?

The relationship 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 relationship manager should further 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

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 successful implementation of the black intermediary development Initiative and identify, develop, support and grow the number of black brokers

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


  • 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 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 w.r.t. short term insurance
  • Technical underwriting knowledge
  • Excellent inter-personal and problem solving skills
  • Qualification and Experience

    Grade 12 with 4 to 5 years related experience.

    Knowledge and Skills

    Technical advice and supportAssist with production target achievementCompliancePartnership and network building

    Personal Attributes

    Business insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans and aligns - Contributing independently

    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 MiWay and the Group Office the group provides many opportunities for growth and development.

    Core Competencies

    Cultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independently

    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

    The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

    The Group's Employment Equity plan and targets will be considered as part of the selection process.

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