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 centred on our delivery of Insurance Good and Proper.
What will you do?
The portfolio 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 PM should furthermore insure 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. This portfolio is spread over the Cape regions.
What will make you successful in this role?
- To develop and coordinate broker relationships at a strategic and operational level, with a focus on efficiency, growth and profitability, in line with broker and Santam objectives. Strategies to achieve this will differ according to segmentation / portfolio
- To manage a portfolio of business through analysis, interpretation and decision making, while building effective relationships with business partners, both internally and externally.
- To ensure that Santam Hospitality and Leisure becomes a recognized, industry-leading brand.
- Good interpersonal skills are essential for the success of the position.
- Completed GR12
- Short-term insurance-related qualification or COP certification
- FAIS credits (commercial lines)
- RE 5 certification
- Valid drivers license
- At least 5 years personal lines and commercial experience in an operational environment
- Experience in maintaining and growing a profitable portfolio of commercial insurance
Business insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Build a successful career with us
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
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
