Manager, Insurance Wealth Insure CPT

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.

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 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.

• 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