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Manager, Insurance Wealth Insure CPT
Standard Bank Group
Posted 3 months agoJohannesburg, South Africa
Location
Johannesburg, South Africa
Job Type
Full-time
Experience
Senior
Category
Management
Job Description
The role will require a face to face interaction with high net worth customer market which always requires professional conduct.
Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs.
Always ensure an excellent customer experience and ensure the six Treating Customer Fairly outcomes dictate behaviour, engagement action and advice given to customer.
The position will require frequent travelling to meet with existing and potential clients and be able to works independently in the absence of supervision / assistance.
When required, visits, delivers (and/or collects) documents and relevant information from HNW customers’ homes or offices at the convenience of the customer.
Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation.
Experience as determined by FAIS legislation. A minimum of 5 years previous working experience in a personal short-term insurance (commercial experience would be an advantage) either as a Servicing/Sales Agent, Broker or Insurer. Bancassurance experience preferable.
Previous portfolio Insurance relationship management experience (5 years in total) as an Account Executive/Insurance Manager managing a portfolio of HNW customers in the personal short-term insurance environment is preferable.
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Requirements
- Type of Qualification:
- Minimum qualification – Grade 12/Matric Certificate
- Full Qualification as recognised by the Registrar
- Fit and Proper - FSCA
- Higher Certificate Short-term Insurance
- Relevant business-related tertiary qualification e.g. BA degree/qualification is an advantage
- Undergraduate degree, or similar [majors in Risk, Finance, Insurance an advantage] and/or
- Postgraduate or professional qualification in risk and relevant experience an advantage
- Be prepared to write KI examination should this be required
- Experience Required
- Sound knowledge of personal insurance offering, procedures and products.
- A good working knowledge of FAIS and FICA legislation.
- Maven system knowledge would be advantageous
- Sales and negotiation skills.
- Excellent verbal and written communication skills
Responsibilities
- Source and secure new HNW individual Personal Insurance customers.
- Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy.
- Ensure all short-term insurance needs in terms of assisting with claims, cover required, and annual renewal of the policy is provided to the customer on a personal, professional and efficient manner.
Benefits
- Behavioural Competencies:
- Adopting Practical Approaches
- Documenting Facts
- Empowering Individuals
- Examining Information
- Exploring Possibilities
- Following Procedures
- Impressing People
- Interacting with People
- Pursuing Goals
- Team Working
- Understanding People
- Valuing Individuals
- Technical Competencies:
- Insurance Principles
- Cross and Up-Selling
- Customer Understanding ( Consumer Banking)
- Financial Analysis
- Mind of Customer Experience
- Product Knowledge (Consumer Banking)
