231 Client Relationships jobs in South Africa

We are seeking a motivated and experienced Relationship Manager to join our team. The ideal candidate will be responsible for developing and maintaining relationships with clients, managing their accounts, and providing innovative solutions to meet their needs. The Relationship Manager will serve as the primary point of contact for clients, building trust and ensuring their satisfaction with our products and services.

Responsibilities:
- Establish and maintain strong relationships with clients to understand their needs and provide personalized service and support
- Develop strategic account plans to drive growth and retention
- Collaborate with internal teams to deliver solutions that meet clients' requirements
- Monitor client satisfaction and address any issues or concerns in a timely manner
- Provide regular reports on account status, KPIs, and other relevant metrics
- Stay up to date on industry trends and market developments to identify new opportunities for business growth
- Act as a brand ambassador for the company, promoting our products and services to prospective clients

Qualifications:
- Bachelor's degree in business administration, Marketing, or related field
- Proven experience as a Relationship Manager or in a similar role
- Strong communication and interpersonal skills
- Excellent negotiation and problem-solving abilities
- Ability to work independently and as part of a team
- Knowledge of CRM software and other relevant tools
- Valid Driver's Licence and Own Reliable Car Essential

#J-18808-Ljbffr

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.

What does a Relationship Manager 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 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.

What will make you successful in this role?

• 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

Qualifications and Experience

• 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.

Personal Attributes

• 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 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
• 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

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.

Our commitment to transformation

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.

#J-18808-Ljbffr

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.

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.

Qualifications and Experience

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.

Knowledge and Skills

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.

#J-18808-Ljbffr

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.

What does a Relationship Manager 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 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.

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.

Qualifications and Experience

• 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.

Personal Attributes

• 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 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.
• 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.

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.

Our commitment to transformation

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.

#J-18808-Ljbffr

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.

What does a Relationship Manager 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 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.

What will make you successful in this role?

• 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

Qualifications and Experience

• 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.

Personal Attributes

• 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 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
• 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

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.

Our commitment to transformation

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.

#J-18808-Ljbffr

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. 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: Manage allocated portfolio growth, retention, profitability and any other business relevant factors and agree growth plan. 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. Reporting on performance against agreed targets. Identify and develop sales opportunities. Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions. Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and available products. Establish strategies to further grow the portfolio and contribute ideas, leadership and innovation. Utilise technology to manage data and the performance of the portfolio under management. Prospecting for new brokers as well as business development opportunities. Engaging with Underwriting, Claims and Finance teams. Ensure alignment of quality standards. Ensure alignment of business processes. Ensure brokers operate within agreed mandates. Comply with corporate governance policies, procedures and standards. Serve as the primary contact point for broker staff to build and maximise the broker relationship. Effectively drive and deliver on business model to ensure performance targets are achieved in line with strategy. Ensure continuous strategic and business alignment between brokers and business. Display a deeper understanding of and ability to market effectively all Marine products. Identify and drive opportunities to improve and enhance product and service offerings. Keep abreast of market conditions and trends and relevant industry regulations. Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies. Effective participation in any relevant industry related functions and forums and participate in continuing education and other learning opportunities. Ensuring credibility with brokers by maintaining detailed knowledge of current market conditions and competitors’ products. Resolve customer and broker complaints and queries. Collaborate and work with support units to deliver required service levels. Co-ordinate and deliver new and ongoing training on products, processes and systems. 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. Participate in retention strategy. Qualifications and Experience FAIS accreditation required. RE 5. Minimum 10 years’ Marine Insurance experience. Commercial Lines, particular to Marine Insurance. Experience in being on the road, dealing with and visiting brokers. A thorough understanding of all marine insurance products. Leadership experience is essential. Knowledge and Skills Ability to understand client base related requirements and to conceptualise and develop relative support. Good understanding of value chain in order to implement cost savings and maximise profitability. Working knowledge of financial management – accounting - information systems and marketing. Strong business orientation with commercial and financial skills. Computer literate in data manipulation - i.e. Excel as well as technology in general. Strong networking and relationship building skills. Decision making abilities. Technical claims and underwriting skills. Strong knowledge of Reinsurance. Deciding & Initiating action. Working with people. Relating & Networking. Presenting & Communicating Information. Learning & Researching. Delivering results & Meeting Customer Expectations. Coping with Pressures & Setbacks. Achieving Personal Work Goals & Objectives. Analysing. Writing and reporting. #J-18808-Ljbffr

We are seeking a motivated and experienced Relationship Manager to join our team. The ideal candidate will be responsible for developing and maintaining relationships with clients, managing their accounts, and providing innovative solutions to meet their needs. The Relationship Manager will serve as the primary point of contact for clients, building trust and ensuring their satisfaction with our products and services.Responsibilities:- Establish and maintain strong relationships with clients to understand their needs and provide personalized service and support- Develop strategic account plans to drive growth and retention- Collaborate with internal teams to deliver solutions that meet clients' requirements- Monitor client satisfaction and address any issues or concerns in a timely manner- Provide regular reports on account status, KPIs, and other relevant metrics- Stay up to date on industry trends and market developments to identify new opportunities for business growth- Act as a brand ambassador for the company, promoting our products and services to prospective clientsQualifications:- Bachelor's degree in business administration, Marketing, or related field- Proven experience as a Relationship Manager or in a similar role- Strong communication and interpersonal skills- Excellent negotiation and problem-solving abilities- Ability to work independently and as part of a team- Knowledge of CRM software and other relevant tools- Valid Driver's Licence and Own Reliable Car Essential #J-18808-Ljbffr

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. What does a Relationship Manager 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 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. 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. Qualifications and Experience 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. Personal Attributes 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 and Skills Knowledge of Policy Centre and Mainframe Commercial product. Knowledge and experience of Santam internal processes will be beneficial. Knowledge and experience of Qlik View, 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. 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 Mi Way and the Group Office – the group provides many opportunities for growth and development. Our commitment to transformation 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. #J-18808-Ljbffr

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. What does a Relationship Manager 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 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. What will make you successful in this role? 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 Qualifications and Experience 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. Personal Attributes 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 and Skills Knowledge of Policy Centre and Mainframe Commercial product Knowledge and experience of Santam internal processes will be beneficial Knowledge and experience of Qlik View, 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 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 Mi Way and the Group Office – the group provides many opportunities for growth and development. Our commitment to transformation 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. #J-18808-Ljbffr