Saturday, April 11

    Relationship Manager: Heavy Haulage (Sanlam Group) X1

    • Company: Sanlam Group
    • Division: Santam – Heavy Haulage
    • Location: Bloemfontein, Free State, South Africa
    • Date Posted: 16 February 2026
    • Industry: Insurance (Commercial / Heavy Commercial Vehicles)

     Job Overview

    Santam Heavy Haulage is seeking a Relationship Manager to drive portfolio growth, retention, and profitability through strategic broker engagement in the Bloemfontein region.

    This role focuses on managing and expanding a commercial insurance broker portfolio within the Heavy Haulage / HCV (Heavy Commercial Vehicle) insurance sector. The successful candidate will act as the primary liaison between brokers and internal teams (Underwriting, Claims, Finance), ensuring alignment with strategic objectives, compliance requirements, and profitability targets.

    The position requires strong commercial acumen, underwriting expertise, relationship-building capability, and a thorough understanding of Heavy Haulage insurance products and market dynamics.

     Job Description

    Core Purpose

    To achieve premium and profit objectives by building strong broker relationships and implementing creative marketing, underwriting, and risk management strategies that drive growth and retention.

    Key Responsibilities

    Portfolio & Growth Management

    • Manage allocated portfolio growth, retention, and profitability.

    • Develop and agree on strategic growth plans.

    • Identify and pursue new sales and business development opportunities.

    • Prospect and onboard new brokers.

    • Participate in retention strategies.

    Broker Relationship Management

    • Serve as the primary contact point for broker staff.

    • Build and strengthen long-term broker relationships.

    • Ensure brokers understand growth targets, mandates, compliance requirements, and product offerings.

    • Resolve broker and customer complaints and queries.

    Sales & Market Development

    • Conduct market analysis including competitor research.

    • Provide strategic input on pricing, distribution, product, and promotional strategies.

    • Keep abreast of market trends, regulations, and competitor offerings.

    • Participate in industry forums and continuous learning initiatives.

    Technical & Underwriting Leadership

    • Provide technical underwriting direction within assigned portfolio.

    • Support underwriting decisions on pricing, structure, and complex risk processing.

    • Ensure brokers operate within agreed mandates.

    • Contribute to product development initiatives.

    • Maintain strong knowledge of reinsurance principles.

    Collaboration & Internal Alignment

    • Work closely with Underwriting, Claims, and Finance teams.

    • Ensure alignment of service standards and business processes.

    • Indirectly lead Service Consultants and Underwriters within portfolio cluster.

    • Ensure delivery against performance targets.

    Training & Development

    • Provide ongoing product, process, and systems training to brokers.

    • Coordinate new and ongoing training initiatives.

    Governance & Compliance

    • Ensure compliance with corporate governance policies and FAIS regulations.

    • Align brokers with business model and quality standards.

    • Monitor and report on performance against agreed KPIs.

     Minimum Requirements

    • Matric (Grade 12)

    • FAIS accreditation (required)

    • RE 5 certification

    • NQF Level 5 qualification in Insurance or Risk Management

    • Minimum 3 years’ Commercial Insurance experience

    • HCV / Heavy Haulage insurance sales and underwriting experience

    • Experience visiting and engaging brokers in the field

     Skills & Knowledge

    • Strong commercial and financial acumen

    • Risk management expertise

    • Technical underwriting and claims knowledge

    • Reinsurance knowledge

    • Strong networking and negotiation skills

    • Project management capability

    • Advanced Excel and data analysis proficiency

    • Ability to analyse performance data and market conditions

     Core Competencies

    • Decision-making and initiative

    • Relationship building and influencing

    • Presenting and communication skills

    • Analytical thinking

    • Delivering results and meeting targets

    • Managing pressure and setbacks

    • Strategic alignment and innovation

     About the Company

    Santam is the market leader in general insurance in Southern Africa and forms part of the Sanlam Group. With over 1 million policyholders, Santam provides insurance solutions to individuals, commercial enterprises, specialist businesses, and institutions — including 80 of the Top 100 companies listed on the JSE.

    The company is committed to transformation, diversity, inclusion, and expanding into emerging markets across Africa and Asia.

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