Client Relations Manager

Job Description

Who are we?Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. What will you do?The successful applicant will be part of the core, senior management team and will be responsible with the Strategic Client Relationship Manager for the success of the businessThis senior management position is responsible for a portfolio of high profile clients. The Client Relationship Manager accepts total responsibility for the relationships and administration of the retirement funds within this portfolio. The relationships include those with Employer and Member Trustees, Union representatives, Employer HR, Employees, Staff, other Service providers, Consultants etc.Deliver excellent client service (strategic and operational) to all stakeholders e.g. Board of Trustees, Principal Officers, Consultants, HR Managers, Brokers and MembersContribute to the profitability of the company through management of income, negotiation of annual fees and identification of opportunities for growthProvide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statementsAttendance of trustee meetings and sub committee meetings related to the portfolio of clients – this could include travellingIdentify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements

Responsibilities + Skills

Proficiency in MS Office (Word, Outlook, Excel, Power Point)Ability to formulate, interpret, implement and improve business processes


Report writing skillsPresentation skillsGood negotiation skills


5 years employee benefit experience with at least the last 3 years spent in a similar role, ideally with exposure to client/Board of Trustees3 to 5 years management experience Proficiency in MS Office (Word, Excel and Outlook)

Job Summary

  • Published on: Saturday, 11th July 2020
  • Designation: Client Relations Manager
  • industry: Education
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Bloemfontein
  • Salary: 0
  • Gender:
  • Application Deadline: Saturday, 11th July 2020

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website:
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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