Relationship Manager

at Sanlam
Location Cape Town, South Africa
Date Posted Sep 17, 2020
Category Sales & Marketing Jobs
Job Type Full-time

Description

What will you do?

General policy administration of commercial business which includes the issue of new policies as well as amendments.

 

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?
• Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
• Execute policy maintenance specific amendments request
• Dealing with general insurance and policy specific enquiries
• Managing client expectation on expected turnaround times for submitted requests
• Apply and Adhering to underwriting criteria and regional requirements

 

QUALIFICATIONS AND EXPERIENCE
• Grade 12 (Matric)
• Relevant insurance qualification will be an advantage
• Minimum of 3 years commercial lines underwriting experience within a short term insurance environment. Knowledge regarding agricultural products will be an advantage
• 60 commercial FAIS credits - Commercial Lines recommended
• Experience in Agricultural commercial policy administration

 

KNOWLEDGE AND SKILLS
• Excellent verbal and written communication skills
• Bilingual (Afrikaans and English)
• Excellent interpersonal skills
• Relevant system knowledge (Mainframe, Policy Center and CRM) will be an advantage.
• Strong analytical ability
• Detail Orientation skills
• Good communication skills (verbal and written)
• Computer literate (MS Office Package-Good excel experience)

 

PERSONAL ATTRIBUTES
• Deciding and initiating action
• Commercial thinking ability
• Persuading and influencing
• Following process and procedures
• Adapting and Responding to Change - Resilience
• Performing / Coping under Pressure
• Effective communication
• Goal oriented
• Client Delight
• Living the values (The Santam Way)

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