Senior Branch Manager: Coast

What will you do?

Responsible for management and financial performance and profitability of the Branch within a sound ethical framework.

What will make you successful in this role?

Broking Duties
Prompt reaction on all new business leads and any customer query
Aggressive selling and marketing of Company products 
Analyze customer needs and ensure that risks are underwritten correctly
Cross-sell of Group Products
Ensure that annual renewal discussions are done with clients in detail
Responsible for retention of all clients

Reporting Functions
Reporting to Head Office regarding management 
Provide monthly management of Renewal client report
Provide monthly reporting on new business and cancellations
Ensure that outstanding amounts on age analyses are collected within 30 days timeframe and ensure cancellation of policies outstanding for 60 days or longer
Manage the outstanding claims report on a monthly basis

Management Functions
Monitoring of monthly renewals
Manage monthly management of first and second unpaid as per internal timelines
Responsible for overall profitability of Branch in relation to budget
Contain cost in terms of budget
Commit towards implementation of Bancassurance best practices
Scrutinize monthly management accounts and report any discrepancies
Ensure that underwriting criteria are being applied with regards to new business and endorsements
Authorize of all refund requests
Authorize of all ex-gratia requests
Regular interaction and relationship building with underwriters and client
Overall management of the Branch
Monitor the claims process to ensure utmost service to clients
Authorize of orders within Company mandate
Compliance within Legal & Regulatory framework
Review and oversee data accuracy and on time creation of client records, information, notes on CRM
Participate in strategy- and management meetings
Responsible for Corporate Social Investment in Branch

Claims Screening
Ensure that clients are notified of premium increase at least 30 days before effective date

People Management
Implement approved personnel structure for the Branch
Set clear and measurable performance objectives on performance contracts
Train and coach subordinates
Ensure completion of performance evaluations on set dates
Ensure sound work environment

Compliance and Regulatory
Ensure that relevant documents are checked and approved when applicable
Keep and maintain proper records of all relevant documents
Implement and comply with Company policies, regulations and procedures
Ensure implementation of FIA requirements 

Qualification and Experience

Grade 12
Diploma in Insurance / Management
Minimum 6 years short-term insurance related experience

Knowledge and Skills

MS Word, Outlook and Excel
Customer service
Proficiency in English
Advanced knowledge of CRM administration system
Advanced knowledge of all policy wordings
Leadership Development Program

Personal Attributes

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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