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Manager, Insurance Wealth Insure CPT - WC, Cape Town, Adderley Street

Manager, Insurance Wealth Insure CPT - WC, Cape Town, Adderley Street

Standard Bank GroupCape Town, ZA
25 days ago
Job description

Job title : Manager, Insurance Wealth Insure CPT - WC, Cape Town, Adderley Street

Job Location : Western Cape, Cape Town

Deadline : October 05, 2025

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Job Description

  • To source and secure new HNW individual Personal Insurance customers.
  • 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.
  • 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.
  • 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.
  • Qualifications

    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
  • Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation.
  • Experience Required

  • 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.
  • 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
  • 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.
  • A minimum of 5 years previous working experience in Short term insurance. Preferable in a sales, servicing, personal portfolio management position. Practical exposure to banking principles and to establish credible relationships.
  • Additional Information

    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)
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