761 Client Relationships jobs in South Africa

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

The successful applicant would be responsible for, but not limited to:

• 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

Salary: Market related

To apply, email a detailed CV and all supporting documentation to

If you have not received a response within 7 working days, please consider your application unsuccessful

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

POSITION INFO:

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

Responsibilities:

• 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

Salary: Market related

To apply, please email a detailed CV and all supporting documentation. If you have not received a response within 7 working days, please consider your application unsuccessful.

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.

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

1. Step 1 — Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.
2. Step 2 — Could take a couple of days depending on the volume and the screening process, which varies according to the complexity of the role.
3. Step 3 — Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

1. Step 4 — Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

1. 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!

1. 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 to ensure the validity of your credentials.

1. Step 8 — You made it. Here we ensure we receive all your documents to get you onto our payroll system.

1. Step 1 — Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.
2. Step 2 — Could take a couple of days depending on the volume and the screening process, which varies according to the complexity of the role.
3. Step 3 — Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

1. Step 4 — Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

1. 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!

1. 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 to ensure the validity of your credentials.

1. Step 8 — You made it. Here we ensure we receive all your documents to get you onto our payroll system.

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 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

A prestigious international financial services company is seeking a dynamic Relationship Manager to join its Johannesburg-based team. This is a unique opportunity to advance your career within a globally recognized organization, where you can make a meaningful impact and grow professionally. Don’t miss out—apply now and take the next bold step in your journey.

• The candidate will assume ownership for all aspects of the relationship with key merchants and smaller merchant groups.
• The customer relationship manager maintains and extends their relationship with strategically important partners by implementing innovative CRM strategies.
• Understand the key drivers behind their business with the merchant; be able to identify and examine issues with KPIs and bring these to the attention of the merchant or the appropriate internal company team.
• Understand the cause and impact of factors external to the merchant and / or company relevant to revenue performance across all stakeholders and be able to articulate this to merchants.
• Have an excellent working knowledge of the technical third-party solutions deployed by the merchant - engaging where necessary with the company Terminal Product.
• Team / PSP Manager in order to examine and resolve any issues that may arise.
• Ensure system testing / health checks are carried out on a regular basis and record results.
• Train merchant staff to help them understand, promote and sell company products.
• Gain full understanding of company costs related to servicing the merchant, using this information when planning incentives, etc.
• Own all projects related to business with the merchant.
• Process ERG claims as required.
• Communication and interpersonal skills - comfortable and capable of communicating with all levels within and outside the business, both written and verbal with a high level of professionalism.
• Organisational skills - self-motivated and able to demonstrate strong organization and prioritisation skills in a sales and relationship management environment.
• Flexible attitude to working hours and willingness to travel UK-wide.

• Bachelor’s degree in business administration, finance, marketing, or a related field.
• Proven experience in relationship management, sales, or client service roles (typically 2–5 years).

Overview

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Purpose of the Job:

Execution of the Outsourced Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of binder brokers.

Execution of the Outsourced Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry.

• Deliver profitability and growth targets by ensuring that services and solutions provided to the binder holder brokers within the candidate’s portfolio meets or exceeds defined service level agreements.
• Deliver on coordinated business development opportunities.
• Support the Senior Relationship Manager make andd deliver presentations to binder brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.
• Ensure statutory and legislative knowledge is always current in order to resolve binder broker issues and queries, customer complaints.
• Be able to advise the business on corrective solutions to mitigate compliance and business risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to binder contract rights and obligations, organisational policies, practices and procedures.
• Ensure binder audit findings are remediated within agreed timelines.
• Ensure a consistent, detailed understanding amongst all team members of the business development targets, goals, performance levels, products, business rules and conditions.
• Drive opportunities to improve and expand product and service offerings.
• Collaborate with Centre of Excellence Underwriting, Sales a and Services Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
• Proactively monitor sales trends and identify and implement corrective actions as required.
• Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
• Drive new business by managing quotations and conversion ratios to guide conversations / provide status updates.
• Agree and drive targets with binder brokers to achieve growth and profitability budgets
• Identify cross & up selling opportunities across all products.

• Deliver on campaigns and interventions in line with opportunities, available resources, product scope and best practices.
• Lead the measurement, assessment and reporting on the performance of the portfolio.
• Drive the efficiencies that are required from outsourcing activities to binder partners.
• Ensure that any duplication or wastage is eliminated from the processes within the portfolio.

• Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

• Contribute to the development and implementation of fit for purpose budgets.
• Manage supplier relationships, and budgets associated with projects.

• Align own behaviour with the organisation culture and values.
• Share and transfer multiple product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

• 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 insurance sales.

• Customer : Putting the customer at the heart of business decisions and driving to improve value for customers.
• Collaboration : Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
• Leading with Influence : Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
• Innovation : Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
• Personal Mastery : Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
• Executing : Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

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.

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

1. Step 1: Could take a couple of days depending on the volume and the screening process, which varies according to the complexity of the role.
2. Step 2: Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.
3. Step 3: Telephonic screening — Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.
4. Step 4: Your interview — 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!
5. Step 5: Assessment — 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 to ensure the validity of your credentials.
6. Step 6: 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.
7. Step 7: Onboarding — You made it. Here we ensure we receive all your documents to get you onto our payroll system.

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 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

Overview

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Purpose of the Job: Execution of the Outsourced Business Solutions growth and profitability drivers and enhance the organisation's presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of binder brokers.

• Execution of the Outsourced Business Solutions growth and profitability drivers and enhance the organisation's presence and reputation within the general insurance industry.
• Deliver profitability and growth targets by ensuring that services and solutions provided to the binder holder brokers within the candidate’s portfolio meet or exceed defined service level agreements.
• Deliver on coordinated business development opportunities.
• Support the Senior Relationship Manager to make and deliver presentations to binder brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.
• Ensure statutory and legislative knowledge is always current in order to resolve binder broker issues and queries, customer complaints.
• Advise the business on corrective solutions to mitigate compliance and business risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to binder contract rights and obligations, organisational policies, practices and procedures.
• Ensure binder audit findings are remediated within agreed timelines.
• Ensure a consistent, detailed understanding amongst all team members of the business development targets, goals, performance levels, products, business rules and conditions.
• Drive opportunities to improve and expand product and service offerings.
• Collaborate with Centre of Excellence Underwriting, Sales and Services Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
• Proactively monitor sales trends and identify and implement corrective actions as required.
• Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
• Drive new business by managing quotations and conversion ratios to guide conversations / provide status updates.
• Agree and drive targets with binder brokers to achieve growth and profitability budgets.
• Identify cross & up selling opportunities across all products.

• Deliver on campaigns and interventions in line with opportunities, available resources, product scope and best practices.
• Lead the measurement, assessment and reporting on the performance of the portfolio.
• Drive the efficiencies that are required from outsourcing activities to binder partners.
• Ensure that any duplication or wastage is eliminated from the processes within the portfolio.

• Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

• Contribute to the development and implementation of fit for purpose budgets.
• Manage supplier relationships, and budgets associated with projects.

• Align own behaviour with the organisation culture and values.
• Share and transfer multiple product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

• 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 insurance sales.

• Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
• Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
• Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
• Innovation: Generates creative/out of the box solutions. Challenges the status quo and demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
• Personal Mastery: Learns and actively works to build self-awareness; develops through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments.
• Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

02 October 2025 , 23:59

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.

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 ofemerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everythingwe do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive ourbusiness so it follows that we want to recruit the best people possible whether they work for us permanently orfor a short time as temporary employees.

What does a Relationship Manager do?

This career opportunity is available in Broker Services: North for the role of Relationship Manager who will be based in Limpopo, Tzaneen .

What will you do?

The relationship manager will be responsible for promoting new and maintaining existing business by servingas a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support servicesfor assigned accounts to enhance existing relationships and develop new ones. The relationship managershould further insure successful implementation and management of short-term initiatives. This job is focusedon the retention and profitable growth of allocated broker portfolios through developing and management ofstrong 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 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 involvingresponsibility 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.

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, andexpanding company, we are committed to transformation and growth. While our headquarters are in SouthAfrica, 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, specialistbusiness owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitmentto Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clientscan focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe thefreedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles orshort-term opportunities.
Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourageapplications 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 ofinsurance. This is Freedom!

Our recruitment process

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

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

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

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

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

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

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

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

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

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

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

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 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

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 ofemerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everythingwe do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive ourbusiness so it follows that we want to recruit the best people possible whether they work for us permanently orfor a short time as temporary employees.

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 Worcester.

What will you do?

The relationship manager will be responsible for promoting new and maintaining existing business by servingas a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support servicesfor assigned accounts to enhance existing relationships and develop new ones. The relationship managershould further insure successful implementation and management of short-term initiatives. This job is focusedon the retention and profitable growth of allocated broker portfolios through developing and management ofstrong 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 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 involvingresponsibility 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.

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, andexpanding company, we are committed to transformation and growth. While our headquarters are in SouthAfrica, 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, specialistbusiness owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitmentto Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clientscan focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe thefreedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles orshort-term opportunities.
Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourageapplications 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 ofinsurance. This is Freedom!

Our recruitment process

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

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

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

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

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

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

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

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

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

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

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

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 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.