Job Description
KEY RESPONSIBILIES
Assume the overall responsibility for growth and profitability of Crop Insurance in the designated area, keeping and expanding contact with the clients, in line with Santam and Broker objectives. Provide technical support and assessments and deliver a high-quality service and support to the client base.
Portfolio Growth
- Identify new potential clients/intermediaries. Identify competitors and gather market intelligence.
- Provide input into the broker business by sharing analysis, compile and manage intermediary clients’ prospect list.
- Preparing and delivering quotes (direct and through intermediary).
- Identify and facilitate opportunities to be part of industry forums and events
- Senior relationship manager also assists regional manager on regional level.
- Detailed explanations regarding changes with respect to terms/
- Grow the portfolio through direct sales and through intermediaries.
Area Management
- Execute relationship management with intermediaries and clients.
- Attend/handle meetings with intermediaries to discuss performance statistics and growth.
- Understand the business opportunities in the area and client segmentation.
- Attend to ad hoc queries and resolution of issues from intermediaries and clients.
- Promote Santam through marketing activities to intermediaries, clients and the community.
Portfolio Management
- Assist in developing the sales strategy for the area and/or the region.
- Identify intermediary training needs.
- Manage realised rate levels according to minimum and target rates.
- Identify cross and up-selling opportunities.
- Monitoring crop profitability
Business Planning
- Contribute/participate/prepare area reports and presentations (can be regional as well as at a senior level).
- Assist/drive profitability by improved cost managements (commission, management expenses, assessment cost).
- Assist in/produce analysis of existing clients and segments.
- Provide input to marketing ideas.
- Identify opportunities to market the brand. Events budget, invite the intermediaries and participate.
- Analyse of existing clients and segments
Distribution Channel Management
- Advise intermediary on appropriate channel selection.
- Take ownership and manage channel solution implementation at intermediary level.
- Manage sales function, quotes (large quotes), channel conflict or under quoting, NQR etc.
