Computer literacy
Kerth Visagie
Relationship Manager
George,Western Cape
Summary
I am a dedicated and results-driven Relationship Manager with a highly successful background in the achievement of profitable business growth through the creation and execution of successful sales and marketing strategies. I am also experienced in working with leading brands in the competitive insurance industry with the primary focus on exceeding expectations for customer service delivery while ensuring optimum brand impact. Possesses excellent interpersonal, communication and negotiation skills and the ability to develop and maintain mutually beneficial internal and external relationships. Enjoys being part of a motivating team and thrives in highly pressurized and challenging working environments. I enjoy keeping abreast of latest industry news and developments thus not only empowering myself with knowledge but also empowering my business partners. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 20 years' experience in insurance industry.
Overview
17
17
years of professional experience
8
8
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Relationship Manager
Santam Ltd
George
07.2023 - Current
- Achieved goals for sale ofinsurance products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing brokers through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing brokers while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Knowledge and Experience in the Niche Market. ie- Marine, Engineering, Heave Haulage
- Analyzing their portfolio, making business decisions while building effective relationships with business partners both internally and externally.
- Developing a business plan for myself as well as to grow and support the broker’s business.
- Sales and Marketing: Develop relationships with existing and new brokers. Obtain new business from brokers. Manage growth, including organic growth. Sell Santam products to brokers using consultative selling techniques.
- Contribute to effective marketing of the Company products by answering or referring questions, resolve problems on topics such as policy status,billing, etc, and explaining new or revised products and processes.
- Presentations to brokers and/or agents.
- Account Management: Meet goals for volume and value of quality new business quoted and written within company guidelines. Recommend or implement changes to improve productivity, profitability, growth and the quality of assigned book of business.
- Service, grow and maintain renewal policies. Confirm rating and cover on endorsements requested. Review segment profit/growth results and trends to recommend and implement action plans to produce profitable underwriting results. Ensure that all premiums are received and up to date on all accounts in
Risk Specialist
Santam Ltd
Kimberley
03.2015 - 03.2017
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.Assessing risk while applying technical knowledge.
- Conduct detailed risk assessments on the risk, as well as provide an in-depth view to underwriters assisting them to underwrite and rate the risk appropriately.
- Survey large commercial, agricultural and corporate risks
- Identify suitable risk management and improvement requirements Set EML’s on target risks (including full Business Interruption assessments)
- Communicate complex risk issues with the insured’s own risk managers and senior survey staff of the broker
- Communicate survey outcome with Call Center, Relationship manager and Broker
- Have extensive knowledge about fire hazards (inception hazards, fire spread, chemicals, combustibility of materials,electrical hazards, etc.)
Relationship Manager
Santam Ltd
Kimberley
03.2007 - 03.2015
- Achieved goals for sale of insurance products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing brokers through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing brokers while providing high level of expertise.
- Communicated regularly with brokers to understand needs, evaluate current product use and cross-sell new products.
- Monitored broker feedback and generated reports to identify areas of improvement.
- Analyzed broker data to identify areas of improvement and maximize customer satisfaction with monthly reporting.
- Facilitated workshops and seminars to educate brokers on product features and benefits.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Responded tobroker inquiries and resolved complaints to establish trust and increase satisfaction.
- Participated in industry events and trade shows to promote products and services.
Education
High School Diploma -
Bergriver Senior Secondary
Wellington 01.1985 - 12.1989
GED -
Peninsula Technicon
Bellville 02.1990 - 11.1992
Skills
Financial planning processes
undefinedAccomplishments
Highest growth in region for 2018 & 2019
RM of the Year 2019 in Eastern & Southern Cape region
Frontrunner for RM of Year 2023 with biggest growth & lowest loss ratio
Relationship Manager of the year Northern Cape in 2012
Affiliations
FIA membership
IISA membership
Software
Certification
Management Development Programme (SANLAM • Crucial Conversation Training - 2010 • Presentation Skills • Sales skills • BS Optima- CRM Training – 2014 • Treating clients Fairly training TCF – 2016 • Product specific courses
Interests
Golfing
Fishing
Hiking
Outdoor camping
Timeline
Relationship Manager
Santam Ltd
07.2023 - Current
Risk Specialist
Santam Ltd
03.2015 - 03.2017
Management Development Programme (SANLAM • Crucial Conversation Training - 2010 • Presentation Skills • Sales skills • BS Optima- CRM Training – 2014 • Treating clients Fairly training TCF – 2016 • Product specific courses
03-2012
Relationship Manager
Santam Ltd
03.2007 - 03.2015
GED -
Peninsula Technicon
02.1990 - 11.1992
High School Diploma -
Bergriver Senior Secondary
01.1985 - 12.1989
Similar Profiles
Portia Iponeng MulaudziPortia Iponeng Mulaudzi
Relationship Manager at Santam LtdRelationship Manager at Santam Ltd
Petronella Hendrika du ToitPetronella Hendrika du Toit
Relationship Manager at Santam LtdRelationship Manager at Santam Ltd
Tamzin WhiteTamzin White
Systems Administrator - Team Leader at Santam LtdSystems Administrator - Team Leader at Santam Ltd