Advisor,Accounts Job Durban area,South Africa,Finance & Banking

Job Description

To support the Account Executives / Account Managers in servicing a portfolio of Business, Corporate and Commercial clients.

To add value by offering attention to detail and broking skills.

Ensuring that the legislative and regulatory requirements of the broking processes are followed including adherence to all SBIB Policies and Procedures, Technical Broker Manual etc

Qualifications

Type of

Qualification:

Diploma
Field of Study: Business Commerce
Type of

Qualification:

Diploma
Field of Study: Finance and Accounting

Experience Required

Broking Quoting New Business Amendments Cancellations Compliance i.t.o legislation / regulations and all required documents

Obtaining terms

Renewals on Corporate and Commercial Accounts

Queries / Client Service Confirmation of cover

First level complaints

Policy File Management Physical files

Permanent electronic records

Renewal & Retention

Administration

Claims

Where necessary to accompany the Account Executive on client visits

When requested, to prepare renewal presentations, reports and other related tasks

Knowledge:

Have a solid technical knowledge of Commercial Short Term Insurance

Have knowledge and understanding of the applicable provisions of the general code of conduct of authorized financial services providers and representatives (FSB Board Notice 80)

Have a basic understanding of the financial intelligence centre act (FICA), Act 38 of 2001, and the money laundering g provisions of the Prevention of Organized Crime Act

Additional Information

Behavioural

Competencies:

Adopting Practical Approaches

Articulating Information

Checking Things

Documenting Facts

Examining Information

Exploring Possibilities

Following Procedures

Interacting with People

Team Working

Understanding People

Upholding Standards

Valuing Individuals

Technical

Competencies:

Banking Process & Procedures

Client Knowledge

Client Servicing

Customer Reception and Channelling

Customer Understanding ( Consumer Banking)

Product Knowledge (Consumer Banking)

Careers

Are you passionate about Africa's potential? Are you driven to win? At Standard Bank Group, a team of over 50 000 dedicated individuals share one common purpose:
Africa is our home, we drive her growth. We believe our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work, pursue your dreams, and see your ideas shape a brighter future for Africa. Join us, if you're ready to turn your passion into impact and make a real difference as part of a dynamic team.


Increase/decrease your Search Radius (miles)



Job Posting Language

Advisor, Accounts