Manager, Accounts CPT

Job Overview

Business Segment: Insurance & Asset Management
Location: ZA, WC, Cape Town, Adderley Street
Job Type: Full-time
Job : A-0002
Date Posted: 1/12/2026

Promotes sales in liaison with brokers and financial institution's leads and services brokers. Receives requests for quotations from clients or stakeholders and provides a packaged solution based on client needs. Actively promotes company products.

• Minimum NQF5 FAIS Accredited Qualification (Degree Preferred)
• Regulatory Exam Certificate (RE5)
• Registered FSP Representative (Category 1.6)
• Must be fully FAIS Compliant
• Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency)

• Experience as determined by FAIS legislation.
• A minimum of 5 years previous working experience in commercial short-term insurance either as a Broker or Insurer. Bancassurance experience advantageous.
• Sound knowledge of commercial insurance practices, procedures and products.
• A good working knowledge of FAIS and FICA legislation.
• Sales and negotiation skills.
• Excellent verbal and written communication skills.
• A minimum of 5 years previous working experience in Short term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.

• Adopting Practical Approaches
• Challenging Ideas
• Checking Things
• Documenting Facts
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Interpreting Data
• Making Decisions
• Managing Tasks
• Meeting Timescales
• Producing Output
• Providing Insights
• Resolving Conflict
• Seizing Opportunities
• Taking Action
• Team Working
• Upholding Standards

• Client Acceptance Review
• Underwriting and Pricing Risk
• Claims Knowledge
• Risk Perception and Assessment
• Underwriting Process
• Insurance Principles
• Underwriting Management
• Insurance Products and Services

All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on  or Transacti