211 Client Relationships jobs in South Africa

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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 centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

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 ensure 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.

• Supporting Santam sales strategy & business plan in line with the region’s 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

• Matric Qualification
• Insurance related qualification or business degree will be an 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.

• Drives results.
• Deciding and initiating action
• Leading and supervising
• Client focus
• Flexibility and adaptability
• Cultivates innovation.
• Strategic decision making
• Analytical thinking
• Business acumen
• Coaching and development

• 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
• 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

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.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

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A position has become available within Santam Marine for a Relationship Manager and will be based in the Moffet On Main Lifestyle Centre (201) Port Elizabeth .

What will you do?

The candidate will understand premium and profit objectives through brokers by building relationships that will ensure growth and retention through creative and attentive marketing, underwriting and risk management strategies.

Key Accountabilities:

1. Manage allocated portfolio growth, retention, profitability and any other business relevant factors and agree growth plan.
2. Work within a cluster and indirectly lead a team comprising of Service Consultants and Underwriters to deliver a service to the allocated portfolio of brokers.
3. Reporting on performance against agreed targets.
4. Identify and develop sales opportunities.
5. Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
6. Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and available products.
7. Establish strategies to further grow the portfolio and contribute ideas, leadership and innovation.
8. Utilise technology to manage data and the performance of the portfolio under management.
9. Prospecting for new brokers as well as business development opportunities.
10. Engaging with Underwriting, Claims and Finance teams.
11. Ensure alignment of quality standards.
12. Ensure alignment of business processes.
13. Ensure brokers operate within agreed mandates.
14. Comply with corporate governance policies, procedures and standards.
15. Serve as the primary contact point for broker staff to build and maximise the broker relationship.
16. Effectively drive and deliver on business model to ensure performance targets are achieved in line with strategy.
17. Ensure continuous strategic and business alignment between brokers and business.
18. Display a deeper understanding of and ability to market effectively all Marine products.
19. Identify and drive opportunities to improve and enhance product and service offerings.
20. Keep abreast of market conditions and trends and relevant industry regulations.
21. Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies.
22. Effective participation in any relevant industry related functions and forums and participate in continuing education and other learning opportunities.
23. Ensuring credibility with brokers by maintaining detailed knowledge of current market conditions and competitors’ products.
24. Resolve customer and broker complaints and queries.
25. Collaborate and work with support units to deliver required service levels.
26. Co-ordinate and deliver new and ongoing training on products, processes and systems.
27. Work within a Portfolio cluster and provide technical leadership and direction for the underwriting (technical, pricing, structure, complex processing) on all matters as they relate to ownership of your assigned portfolio.
28. Participate in retention strategy.

1. FAIS accreditation required.
2. RE 5.
3. Minimum 10 years’ Marine Insurance experience.
4. Commercial Lines, particular to Marine Insurance.
5. Experience in being on the road, dealing with and visiting brokers.
6. A thorough understanding of all marine insurance products.
7. Leadership experience is essential.

1. Ability to understand client base related requirements and to conceptualise and develop relative support.
2. Good understanding of value chain in order to implement cost savings and maximise profitability.
3. Working knowledge of financial management – accounting - information systems and marketing.
4. Strong business orientation with commercial and financial skills.
5. Computer literate in data manipulation - i.e. Excel as well as technology in general.
6. Strong networking and relationship building skills.
7. Decision making abilities.
8. Technical claims and underwriting skills.
9. Strong knowledge of Reinsurance.
10. Deciding & Initiating action.
11. Working with people.
12. Relating & Networking.
13. Presenting & Communicating Information.
14. Learning & Researching.
15. Delivering results & Meeting Customer Expectations.
16. Coping with Pressures & Setbacks.
17. Achieving Personal Work Goals & Objectives.
18. Analysing.
19. Writing and reporting.

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more.

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 centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

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 ensure 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.

• 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.

• Matric Qualification.
• Insurance related qualification or business degree will be an 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.
• 4 years experience in CPM - Outsourced 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.

• Drives results.
• Deciding and initiating action.
• Leading and supervising.
• Client focus.
• Flexibility and adaptability.
• Cultivates innovation.
• Strategic decision making.
• Analytical thinking.
• Business acumen.
• Coaching and development.

• 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.
• 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.

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.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

We are hiring!

Old Mutual Insure is looking for a Relationship Manager. The role will be based Durban offices and will report to Senior Relationship Manager.

Purpose of the Job

Manage the broker / intermediary relationship to meet growth and profitability targets across multiple products and solutions for a portfolio of clients. Support the delivery and execution of an excellent individual and / or corporate client experience, including marketing support.

Critical objectives and responsibilities

• Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio.
• Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
• Continuously identify new broker / intermediary solution opportunities within the client's environment.
• Identify new potential intermediaries & opportunities for block business & book take overs.
• Prepare for broker / intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates.
• Provide input into the broker / intermediaries' business by sharing analysis and providing recommendations how to grow the book by concentrating on the brokers / intermediaries' strengths in their preferred segments.
• Prepare SWOT analysis on current broker / intermediary portfolio to understand what drives their business.
• Select and apply the optimal strategy and business plan to enable the broker / intermediary to drive growth and profitability on an annual basis.
• Provide analysis at portfolio meetings of the broker / intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
• Identify cross & up selling opportunities across all products.
• When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and intermediary.
• Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
• Collaborate with broker / intermediaries to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Support financial advisors/ brokers will marketing support and initiatives as and when they arise.

Experience, knowledge & skills required

• Grade 12 with Insurance Level IV qualification.
• Relevant tertiary qualification would be advantageous
• 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
• 3 – 5 years' experience in short term insurance sales.

Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.

Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.

Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.

Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.

Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.

Sell standard products and services to customers and/or supervise a team of sales advisers.

Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.

Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Skills

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

We are seeking a Relationship Manager, Business Banking, for a permanent role based in Gqeberha, Eastern Cape.

Applicants are required to meet the following criteria:

• Grade 12 with NQF6 (BCom) in Banking, Finance / Commercial and FAIS RE5
• 5+ years sales experience in a business banking and financial services industry (account management experience)
• Good communications skills in English. Swahili literacy advantageous
• Strong credit analysis, documentation and relationship management skills
• In depth knowledge of banking products
• Proven sales experience in a client relationship role within banking
• Ability to work to deadlines with and work under pressure
• Valid drivers, own vehicle and willing to travel to clients when needed
• Role is eligible for a combined remote / office setup

• Sales – cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target
• Portfolio Management – monitor, track and report on sales activity; identify cross selling opportunities
• Risk Management – comply with governance; under clients risk profile
• Client service – anticipate / interpret clients requirements; primary point of contact for client; face to face & telephonic interactions; gain maximum benefit from the products; pro-actively manage the review process of clients facilities; train and assist the client on the necessary systems/processes; provide relevant advice to clients; on boarding of clients
• Admin support – reporting; review client files; update/manage CRM system
• Process management – relationship building with legal, credit & treasury; assist with SARB applications; ensure queries are resolved
• Training – Ensure mandatory product training is completed; keep updated with compliance and legislation; meet training deadlines; keep updated with FICA requirements; banking product & channel knowledge; FAIS compliance; understand sales cycle

• Marketing of financing products;

• Handling of credit applications;

• Handling of account inquiries;

• Client service in the marketing area and management of clients' finance-related matters;

• Monitoring of crops and compiling crop reports;

• Management, reporting, and collection of overdue accounts;

• Maintenance and growth of the financing portfolio in the marketing area;

• Maintain and manage good internal relationships;

• Preparation of cash flow budgets and analysis/interpretation of clients' financial statements; and

• Attendance of information days.


Minimum Requirements:

• Grade 12 qualification;

• Valid driver’s license;

• Proficient in Afrikaans and English;

• Computer literate and knowledgeable in the MS Office suite;

• A tertiary qualification will be an advantage;

• 2 - 3 years of experience in financing marketing;

• Service-oriented attitude and marketing skills;

• Excellent communication skills as well as good interpersonal skills;

• Basic understanding of the economic and social aspects of agriculture, including market trends, management practices, and policies that may affect the industry; and

• General insight into Agriculture.

Desired Skills:

• Relationship
• Management
• branch

• Grade 12 with NQF6 (BCom) in Banking, Finance / Commercial and FAIS RE5
• 5+ years sales experience in a business banking and financial services industry (account management experience)
• Good communications skills in English. Swahili literacy advantageous
• Strong credit analysis, documentation and relationship management skills
• In depth knowledge of banking products
• Proven sales experience in a client relationship role within banking
• Ability to work to deadlines with and work under pressure
• Valid drivers, own vehicle and willing to travel to clients when needed
• Role is eligible for a combined remote / office setup

• Sales cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target
• Portfolio Management monitor, track and report on sales activity; identify cross selling opportunities
• Risk Management comply with governance; under clients risk profile
• Client service anticipate / interpret clients requirements; primary point of contact for client; face to face & telephonic interactions; gain maximum benefit from the products; pro-actively manage the review process of clients facilities; train and assist the client on the necessary systems/processes; provide relevant advice to clients; on boarding of clients
• Admin support reporting; review client files; update/manage CRM system
• Process management relationship building with legal, credit & treasury; assist with SARB applications; ensure queries are resolved
• Training Ensure mandatory product training is completed; keep updated with compliance and legislation; meet training deadlines; keep updated with FICA requirements; banking product & channel knowledge; FAIS compliance; understand sales cycle

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more.

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 centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

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 ensure 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.

• 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.

• Matric Qualification.
• Insurance related qualification or business degree will be an 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.
• 4 years experience in CPM - Outsourced 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.

• Drives results.
• Deciding and initiating action.
• Leading and supervising.
• Client focus.
• Flexibility and adaptability.
• Cultivates innovation.
• Strategic decision making.
• Analytical thinking.
• Business acumen.
• Coaching and development.

• 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.
• 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.

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.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more.

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 centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

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 ensure 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.

• Supporting Santam sales strategy & business plan in line with the region’s 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

• Matric Qualification
• Insurance related qualification or business degree will be an 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.

• Drives results.
• Deciding and initiating action
• Leading and supervising
• Client focus
• Flexibility and adaptability
• Cultivates innovation.
• Strategic decision making
• Analytical thinking
• Business acumen
• Coaching and development

• 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
• 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

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.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.