This purpose of this position is focused on the retention and profitable growth of allocated intermediary portfolios through developing and management of strong relationships with intermediaries and internal business partners (at a strategic level for Key Account Managers).

Minimum Requirements:

Grade 12
FAIS compliance: 60 credits Commercial Line and 30 credits Personal Line
RE 1
Driver’s License
Commercial sales experience (intermediary, pricing)
AIISA/relevant Degree (commerce and marketing).
3 years’ experience as Relationship Manager
Some level of Afrikaans knowledge


Job Description:

Handle monthly follow up meetings to discuss performance statistics and
growth
Have weekly (or bi-weekly) meetings with intermediaries to discuss new
quotes, cancellations, service related issues, cross selling and
communication, etc.)
Manage sales function such as above mandate quotes (large quotes) channel
conflict or under quoting and NQR etc
Take ownership and manage channel solution implementation at intermediary
level and advise intermediary on appropriate channel selection
Manage escalations, exceptions and service interruptions in the different
channels
Promote company through marketing activities to intermediaries, clients and
the community
Conduct competitor and market intelligence analysis
Produce reports per visit with analysis of the book, cancellations and renewals
Prepare SWOT analysis on current intermediary portfolio to understand what
drives their business
Gather, analyze and interpret the statistics relating to every channel