Account Manager responsible for servicing small transportation clients at Transtar Insurance Brokers. Managing client needs and carrier communications to ensure coverage and compliance.
About the role
- Relationship Manager handling broker relationships and portfolio growth in heavy haulage for Santam in South Africa. Collaborating with Underwriting and Claims teams while leading a dedicated service team.
Responsibilities
- Manage allocated portfolio growth, retention, profitability and any other business relevant factors and agree growth plan.
- Work within a cluster and indirectly lead a team comprising of Service Consultants and Underwriters to deliver a service to the allocated portfolio of brokers.
- Reporting on performance against agreed targets.
- Identify and develop sales opportunities.
- Provide Training to brokers.
- Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
- Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels, available products and any compliance requirements.
- Establishing strategies to further grow the portfolio and contribute ideas, leadership and innovation.
- Utilize technology to manage data and the performance of the portfolio under management.
- Prospecting for new brokers as well as business development opportunities.
Requirements
- Matric or equivalent qualification
- FAIS accreditation required
- RE 5 NQF 5 insurance or risk management qualification
- Minimum 3 years’ Commercial Insurance experience
- Knowledge of HCV Insurance sales and underwriting experience
- Experience in being on the road, dealing with, and visiting brokers
- A thorough understanding of all Heavy Haulage /HCV insurance products
Benefits
- Professional development opportunities
- Training for brokers
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Commercial Insurance Account Manager at Transtar Insurance Brokers servicing small transportation and trucking clients. Analyzing client needs and managing insurance coverages in a hybrid role.
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