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Manager, Insurance Wealth Insure KZN

Manager, Insurance Wealth Insure KZN

Standard Bank of South Africa LimitedDurban, KwaZulu-Natal, South Africa
30+ days ago
Job description

Overview

Business Segment : Insurance & Asset Management

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.

Responsibilities

  • Source and secure new HNW individual Personal Insurance customers.
  • Engage with high net worth customers face to face, maintaining professional conduct.
  • Provide a comprehensive array of customised Insurance solutions tailored to meet customers’ 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 are addressed : assisting with claims, arranging cover, and annual renewal of the policy in a personal, professional and efficient manner.
  • Deliver an excellent customer experience and apply the six Treating Customer Fairly outcomes to behaviour, engagement, and advice given to customers.
  • Travel frequently to meet with clients and work independently in the absence of supervision / assistance.
  • Visit and / or deliver (and / or collect) documents and relevant information from HNW customers’ homes or offices as required.

Qualifications

  • 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

  • Adopting Practical Approaches
  • Documenting Facts
  • Empowering Individuals
  • Examining Information
  • Exploring Possibilities
  • Following Procedures
  • Impressing People
  • Interacting with People
  • Pursuing Goals
  • Team Working
  • Insurance Principles
  • Cross and Up-Selling

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