Relationship Manager

Johannesburg, Gauteng Empact Group

Posted 11 days ago

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Job Description

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


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Relationship Manager

Sandton, Gauteng Santam Insurance

Posted 23 days ago

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Job Description

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.

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Relationship manager

Johannesburg, Gauteng Empact Group

Posted today

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Job Description

permanent
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
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Relationship manager

Sandton, Gauteng Santam Insurance

Posted 1 day ago

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Job Description

permanent
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
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Relationship Manager - Johannesburg

Sandton, Gauteng TRS Staffing Solutions

Posted 1 day ago

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Job Description

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.

Key Responsibilities
  • 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.
Qualifications and Skills Requirements
  • 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).

To apply for this opportunity please email our exceptional recruitment consultant Cobus Steyn at / or apply via the link below.

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Relationship Manager Midrand

Midrand, Gauteng Adapt IT (Pty) Ltd

Posted 1 day ago

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Job Description

Mergers & Acquisitions Transaction Relationship Manager

As part of the Mergers & Acquisitions (“M&A”) team, this critical function is responsible for high-quality B2B account and business development activities, including research, identification, screening, and assessment of M&A opportunities in assigned vertical software markets. Every member of our team is integral to our success, and as the M&A Transaction Relationship Manager, you will have the opportunity to make a significant impact on our growth and future success. If you are passionate about M&A and are ready to contribute your skills and expertise to a dynamic, forward-thinking organization, we invite you to apply and join our team.

Duties & Responsibilities

Building Acquisition Pipeline (Majority 80%)

  • Build a robust pipeline of companies in the African region and globally for potential acquisitions by identifying and sourcing mid-market software businesses meeting the company’s acquisition criteria.
  • Build long-term meaningful relationships with software business owners and operators (of all sizes) in the African region and globally and move them along the M&A process.
  • Support the company’s goal of being recognized in the market as the acquiror of choice by:
    • Creatively identifying vertical market software businesses meeting our strategic criteria.
    • Articulating Adapt IT’s acquisition criteria and value proposition verbally and in writing.
    • Ensuring that we are top of mind when companies go to market.
    • Increasing the company’s M&A credibility by being customer-centric and solution-driven.
  • Consistently generate a high volume of meaningful calls and interactions (i.e., phone/virtual meetings, conferences/tradeshows, and other in-person meetings) which results in the following outcomes:
    • Creating lasting impressions with owners, professional managers, and corporate advisors, utilizing depth of business acumen to carry on engaging conversations over multiple years. Build trust and high-value relationships.
    • Gathering quality information through thoughtful Q&A with prospect companies and completing business quality assessments of prospect companies.
    • Nurture leads regularly and over long timelines, helping to progress prospective targets through the pipeline.
    • Lead and monitor Events/Webinars/Roadshows.
    • Leverage social media (LinkedIn etc.) and sales tools to generate new leads.
  • Ability to generate new business opportunities at the highest level – identify, connect, and maintain contact with businesses regularly and develop communication opportunities throughout the year.
  • Demonstrate creativity, persistence, and credibility when interacting with owners and C-Suite.
  • Analyze, qualify, screen, and assess acquisition targets through meaningful conversations and research, screening prospects in accordance with the company’s M&A criteria.
  • Work closely with the Corporate Development Executive to identify high probability prospects looking to further explore the M&A process.
  • Track activity and maintain clear records in CRM and report regularly on KPIs (in addition to maintaining accurate records of calls, meetings, transaction materials, etc.).

Management and Coordination of M&A Activities (Minority 20%):

  • Map out relevant tech advisors, lawyers, accountants, etc. from international to regional firms.
  • Perform industry and trend research, market analysis, and market sizing to execute our M&A strategy.
  • Arrange roadshows, identifying and attending relevant conferences and tradeshows to generate leads and build relationships with prospects locally.
  • Respond to ad-hoc requests in a high-pressure and time-sensitive environment (example: conduct research to identify and map out potentially attractive markets and software companies to acquire).
  • Leverage digital marketing campaigns to generate leads and prospect engagement (Launch & Monitor Marketing Campaigns for Events/Webinars/Roadshows).
  • Perform any other reasonable duties as required.
Desired Experience & Qualification

Minimum Qualification and Experience Requirements:

  • Matric/Grade 12 or Equivalent.
  • Relevant Bachelor's Degree will be an added advantage.
  • Minimum 8 years’ experience in an account executive or transaction management role at an investment bank, corporate finance team or equivalent experience in a lead generation, deal sourcing/origination role in the software or technology sectors.
  • Experience in an M&A, VC, PE, corporate finance, or investment banking environment is an asset.

Desired Skills and Qualities:

  • Exceptional verbal and written communication skills: ability to connect and build rapport remotely with stakeholders at the highest level in a confident, thoughtful, and insightful manner.
  • Teamwork: we work independently but win as a team and lose as a team.
  • Results-oriented and excels in a KPI-driven environment: self-motivated, thrives in a dynamic, fast-paced, data-driven, and KPI-focused environment.
  • Excellent organizational skills with attention to detail: advanced time management, strategic thinking, and analytical skills.
  • Strong research, organizational, and presentation skills: ability to present confidently and professionally.
  • Proficient with various sales software and tools: including but not limited to Microsoft suite (Word, Excel, PowerPoint, Teams, and Outlook), Salesforce CRM, and similar sales tools.
  • Basic business/financial literacy: understanding of concepts such as revenue generation, business and pricing models, profitability, and enterprise valuation.
  • Professional fluency in English: other languages an asset.
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Business Relationship Manager

Johannesburg, Gauteng Logicalis

Posted 1 day ago

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Job Description

Why choose Logicalis? It’s not just IT solutions, It’s IT global know-how! Logicalis is an international multi-skilled solution provider providing digital enablement services to help customers harness digital technology and innovative services to deliver powerful business outcomes.Our customers span industries and geographical regions; and our focus is to engage in the dynamics of our customers’ vertical markets; including financial services, TMT (telecommunications, media and technology), education, healthcare, retail, government, manufacturing and professional services, and apply the skills of our 4, employees in modernising key digital pillars; data centre and cloud services, security and network infrastructure, workspace communications and collaboration, data and information strategies, and IT operation modernisation. We are the advocates for our customers for some of the world’s leading technology companies including Cisco, HPE, IBM, CA Technologies, NetApp, Microsoft, Oracle, VMware and ServiceNow

Logicalis employees are innovative, smart, entrepreneurial and customer centric, with a shared ambition of making Logicalis the worlds leading IT Solutions provider!

We offer speedy decision-making, opportunities for personal development, and a supportive, inclusive environment that celebrates our diversity.

Join us and become a part of something epic!

ROLE PURPOSE

The Business Relationship Manager (BRM) is focused on existing customers by protecting and retaining existing revenue but also to develop new and supplementary revenue streams. They work with the customer’s IT department to understand business & IT needs and offer solutions that drive business outcomes.

  • The BRM is focused on nurturing strong relationships with existing customers but needs to have the ability to identify and bring to fruition net new business opportunities as well.

Customer attrition & brand loyalty is key for the BRM role and the individual needs to have strong relationship-building skills whilst identifying potential upsell and cross-sell opportunities.

The overall sales target for this role will be divided between net new growth of 30% and 70% on retaining and expansion of existing business.

ROLE RESPONSIBILITIES :

  • Develop a sales growth strategy focused both on financial gain and customer satisfaction
  • Conduct research to identify customer needs and determine potential business opportunities.
  • Arrange frequent business meetings with clients.
  • Promote the company’s products / services addressing or predicting clients’ objectives
  • Keep records of sales and revenues
  • Build positive, long-term relationships with new and existing customers
  • Own and drive your upsell & cross-sell strategy to achieve the sales target.
  • Have a plan to achieve net new business.

DELIVERY RESPONSIBILITIES :

  • Be the first point of contact for new potential & existing clients when they are seeking information on products or services
  • Respond to RFPs and opportunities with the support of the Bid Office & Solution teams
  • Developing sales in new territories where customers have not engaged with the company previously.
  • Work closely with Practices to identify new business opportunities; close new business deals and expand existing business opportunities Work directly with customers to help close deals when required
  • Upkeep accurate data in the CRM system
  • Ensuring that customer contracts are managed in a timely manner
  • Align with internal Practices on opportunities

KEY PERFORMANCE INDICATORS :

  • Successfully close business with existing customers as well as new logo customers
  • Harness existing relationships and grow business with existing customers
  • Achieving quarterly targets
  • Teamwork with internal Practices to align on solution and vendor engagement
  • Solutions training

PERSON REQUIREMENTS :

  • Business acumen
  • Organisational skills.
  • Interpersonal skills.
  • Problem-solving skills.
  • Analytical skills.
  • Time management and planning skills.
  • Positive, energetic individual
  • Learning mindset - be willing to keep up to date with the latest trends and developments in the IT market.

EXPERIENCE :

  • Proven working experience as a business relationship manager, sales executive or a relevant role
  • Comes with a strong existing network of C-level individuals in the Corporate / Enterprise space.
  • A high-level understanding of IT and understanding of how businesses can benefit from various solutions
  • Experience in customer support is a plus
  • Proficiency in MS Office, Excel and CRM software (e.g. Salesforce)
  • Proficiency in English
  • Market knowledge

QUALIFICATIONS :

  • BSc / BA in business administration, sales or a relevant field is a plus

ADDITIONAL SKILLS / ATTRIBUTES :

Team player

Disclaimer : Strictly fair and non-discriminatory selection procedures will be followed. We use Employment Equity (EE) and Affirmative Action (AA) measures in an endeavor to redress the disadvantages in employment experienced by designated groups. Where possible, preference will be given to candidates from the designated groups as defined in the Employment Equity Act and in line with Logicalis SA’s Employment Equity plans

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Account Relationship Manager

Johannesburg, Gauteng British Council

Posted 1 day ago

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Job Description

Overview

We support peace and prosperity by building connections, understanding and trust between people in the UK and countries worldwide. For 90 years we have shaped brighter futures through education, arts, culture, language, and creativity. Working with people in over 200 countries and territories, we are on the ground in more than 100 countries. We connect. We inspire.

We are seeking a dynamic and experienced Account Relationship Manager to join our Exams team in Sub-Saharan Africa. This dual-role position is pivotal in driving strategic relationships with B2B clients and British Council Partner Schools, while also delivering high-quality IELTS teacher training across the region.

Responsibilities
  • Develop and manage strategic account plans to meet business targets.
  • Strengthen relationships with key stakeholders and ensure high-quality service delivery.
  • Conduct market research and provide insights to support business development.
  • Deliver official IELTS teacher training courses and pedagogical support across SSA.
  • Represent the British Council at educational conferences and events.
  • Collaborate with internal teams to enhance customer experience and drive growth.
Qualifications
  • Proven experience in account management and customer service (B2B/B2C).
  • Strong leadership and stakeholder engagement skills.
  • Experience working in exams or education sector.
  • University degree or relevant qualification.
  • Excellent command of English (First Language level).
Preferred Skills
  • Experience in delivering training and educational programs.
  • Knowledge of the Sub-Saharan Africa education landscape.
Pay range and compensation package
  • Contract: Two years fixed term contract
  • Location: Johannesburg, South Africa
  • Closing Date: September 7, 2025
Job details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Other and Accounting/Auditing
  • Industries: Non-profit Organizations
Equal Opportunity Statement

We are committed to equality, diversity and inclusion and welcome applications from all sections of the community as we believe that a diverse workforce gives added depth to our work. The British Council is a Disability Confident Employer. The Disability Confident scheme helps challenge attitudes, increase understanding of disability and ensure staff are drawn from the widest possible pool of talent. We guarantee an interview for disabled applicants who meet the minimum role requirements. We welcome discussions about specific requirements or adjustments to enable participation and engagement in our work and activities.

Safeguarding Statement

The British Council is committed to safeguarding children, young people and adults who we work with. We believe that all children and adults everywhere in the world deserve to live in safe environments and have the right to be protected from all forms of abuse, maltreatment and exploitation as set out in article 19, UNCRC (United Nations Convention on the Rights of the Child) 1989. Appointment to positions where there is direct involvement with vulnerable groups will be dependent on thorough checks being completed in line with legal requirements and with the British Council’s Safeguarding policies for Adults and Children.

If you experience any difficulties with submitting your application, please email

How to apply

To apply, please submit your application through our online portal or contact for assistance.

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Marine Relationship Manager

Sandton, Gauteng Guardrisk

Posted 1 day ago

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Job Description

Join to apply for the Marine Relationship Manager role at Guardrisk .

Overview

Relationship Manager required to build and maintain strong, long-term relationships with clients, acting as the main point of contact and ensuring client satisfaction whilst protecting the interests of the company and its internal stakeholders. To understand client needs, offer solutions, and work with internal teams to meet those needs, ultimately driving revenue and business growth.

Role Purpose: To generate sales, foster and maintain relationships with all Stakeholders in the market and within the business. Underwrite risks as permitted by your underwriting authority to meet the requirements of the business plans and the strategic targets.

Requirements
  • At least 5 years’ experience in Marine Underwriting and Quoting.
  • Previous experience as Senior Underwriter
  • Matric
  • RE5 (Regulatory Examination: Representatives)
  • Insurance qualification / NQF level 5 (minimum)
Duties & Responsibilities Internal Process
  • Build and maintain sustainable relationships with all stakeholders to the benefit of the company and its external stakeholders
  • Preparing new business quotations within the allocated mandate
  • Managing aged debtors with the brokers on instruction of the Underwriting Manager
  • Providing support to Underwriters on quotes which fall outside their mandates
  • Provide weekly report to Underwriting Manager and team with feedback from broker visits
  • Foster relationships between Underwriting team and broking market with facilitating periodic visits with underwriter
  • Investigate stakeholders' challenges with collaborative approach and identify ways the business could better address those needs
  • Assess level of client satisfaction with current products and services and report to Management
  • Provide excellent service in order to maintain a positive reputation for the business
  • Resolve any escalate complaints in a prompt and professional manner to maintain good relationships and stakeholder satisfaction, with the guidance of management where required.
  • Identify and report process and system failures and enhancements to improve stakeholder experience.
Client
  • Continuously deliver on turnaround times and quality standards and resolve issues speedily to enhance client service delivery
  • Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
  • Interact with stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
  • Ensure that queries are tracked, accurately resolved.
  • Provide authoritative, expertise and advice to clients and stakeholders.
  • Build and maintain relationships with clients and internal plus external stakeholders.
  • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
People
  • Build and foster strong relationships.
  • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
  • Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
  • Take ownership of driving own career development.
  • Provide supporting role to marine team as required, in relation to the role
Finance
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
  • Proactively work with finance to manage debtors.
Competencies
  • Written and verbal communication
  • Marine Technical Underwriting
  • Presentation skills
  • Excellent communication and interpersonal skills.
  • Strong relationship-building and networking abilities.
  • Proven ability to understand and address client needs.
  • Excellent problem-solving and conflict-resolution skills.
  • Strong sales and negotiation skills.
  • Ability to work independently and as part of a team.
  • Proficiency in relevant software and tools (e.g. Microsoft products)
  • Knowledge of the industry and market
  • Sound knowledge of marine products, policies, procedures and processes.
  • General knowledge of all business-related rules and regulations
  • Relevant regulatory and compliance requirements
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Business Development
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Relationship Manager (Marine)

Johannesburg, Gauteng Santam Insurance

Posted 23 days ago

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Job Description

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 it will be based in the Johannesburg area.

JOB DESCRIPTION

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.
  • Establishing 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-ordinates and delivers new and on-going 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.
SKILLS & KNOWLEDGE
  • 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.
COMPETENCIES
  • 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.
ABOUT THE COMPANY

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.

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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