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. The position reports to the Regional Manager.
What will make you successful in the role
- Supporting Santam sales strategy & business plan in line with the regions 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
- People management (service consultant)
- 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 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.
- Strategic thinking
- Technical short- term insurance product knowledge
- Technical underwriting knowledge
- People management experience
- Good communication skills (verbal and written)
- Excellent inter-personal and problem-solving skills
- In-depth knowledge of financial analysis processes and statistics
- Business skills
- Negotiation
- Selling
- Conflict management skills
- Drives results.
- Deciding and initiating action
- Leading and supervising
- Collaborates
- Client focus
- Flexibility and adaptability
- Cultivates innovation.
- Strategic decision making
- Analytical thinking
- Influencing/ gaining commitment
- Business acumen
- Coaching and development
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 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.
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.
