The incumbent will be responsible for commercial lines above mandate authorizations.
The incumbent will also be responsible for commercial lines transactional functions which includes broker appointments, cancellations, reinstatements, refund calculations etc. in support of the companys objectives regarding profit and growth.
Coaching and upskilling of broker staff/system users. (Cape Town, (Bellville).
What will make you successful in this role?
- Manage allocated portfolio growth, retention, profitability, and any other business relevant factors and agreed growth plan
- Reporting on performance against agreed targets
- Identify and develop sales opportunities and retaining existing business.
- 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
- Utilize technology to manage data and the performance of the portfolio under management
- Analyze data and regularly ensure that rating structures are aligned with products, underwriting criteria and risks.
- Identify and drive areas of service levels opportunities (review administration procedure in broker office)
- Engaging with underwriting, and finance teams etc.
- Serves as the primary contact for operations, systems, training, audits as well as liaison for resolving issues
- Ensure alignment of quality standards and alignment of business processes
- Ensure brokers operate within agreed mandates and authorizations.
- Comply with corporate governance policies, procedures and standards
- Identify and drive opportunities to improve and enhance product and service offerings
- Keep abreast of market conditions and trends and relevant industry regulations
- Ensuring credibility with brokers by maintaining detailed knowledge of current market conditions and competitors products
- Resolve broker complaints and queries where necessary
- Drive increased utilization of online and any other self-service platforms
- 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
- Implement retention strategy
- Create a culture of service excellence both internally and externally
- Completed grade 12 or equivalent certificate
- FAIS credits 150 NQF 4
- RE5 & rep registration would be advantageous
- Commercial product training competed / RIA completed/ policy center system training completed.
- Minimum 5 years Commercial and Agri underwriting experience
- 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 and good understanding of all operating and strategic processes, re-engineering and design
- Project management skills
- Change management skills
- Understands value chain principles and management concepts
- Working knowledge of, Policy Center system 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
- Negotiating skills
- Decision making abilities
- Technical claims and underwriting skills
- Risk management skills
- Sound knowledge and experience in claims, underwriting and credit control.
Were 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 four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
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.
