Relationship Manager

What does a Relationship Manager do?

This career opportunity is available in Broker Services: South  for the role of Relationship Manager who will be based in Oudtshoorn, Western Cape. 

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?

• 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 involving responsibility 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.

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

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities.

Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive.

Take the next step in your career—apply now and be part of a company that’s shaping the future of insurance. This is Freedom!