Account Manager Group Schemes

RESPONSIBILITIES
Business Development
Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Conduct research using primary data sources and select information needed for the analysis of key themes and trends. Conduct product research and incorporate market insights to identify relevant themes.
Insights and Reporting
Prepare and coordinate the completion of various data and analytics reports. Interpret complex patterns and trends, and translate those insights into actionable recommendations.
Recommendations
Advise managers on how to apply research conducted to amend product positioning and a wide variety of existing procedures and precedents.
Solutions Analysis
Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.
Customer Relationships Management
Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Compliance
Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the sales teams, patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Personal Capability Building
Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Project Management
Manage a portfolio of product projects while reporting to senior colleagues regarding various milestones and deliverables.
BEHAVIORAL COMPETENCIES
Customer Focus
Builds strong customer relationships and delivers customer-centric solutions. For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs. Frequently adjusts approach to ensure customer needs are met and to improve service.
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, disseminates knowledge, insights, and updates in a polished, precise, and compelling manner. Demonstrates a deep interest in others' comments. Creates rich documents and reports.
Plans and Aligns
Plans and prioritizes work to meet commitments aligned with organizational goals. For example, strengthens alignment and coordination between own work and others', providing well-sequenced activities and exact time frames. Foresees and resolves many potential bottlenecks and delays.
Manages Complexity
Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.
Decision Quality
Makes good and timely decisions that keep the organization moving forward. For example, consistently demonstrates strong judgment; may be sought out by others for expertise and guidance. Takes smart, independent action in urgent and nonroutine situations, knows when to escalate for others' involvement.
Interpersonal Savvy
Relates openly and comfortably with diverse groups of people. For example, recognizes even subtle social cues and nimbly responds to others' needs and preferences. Helps to defuse difficult interpersonal situations by showing high levels of tact, sensitivity, and consideration. Builds rapport with ease.
Action Oriented
Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, takes timely action on important or difficult issues. Identifies and pursues new opportunities that benefit the organization.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.
Business Insight
Applies knowledge of business and the marketplace to advance the organization's goals. For example, clearly understands how own activities relate to critical business drivers. Monitors business news and market changes for impact on the business or on own expertise area; uses this to shape decisions.
Ensures Accountability
Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.
Builds Networks
Effectively builds formal and informal relationship networks inside and outside the organization. For example, draws upon own network to gain insight, build support, and achieve outcomes. Leverages networks to identify industry experts, explore best practices, and exchange ideas and knowledge.
Drives Results
Consistently achieves results, even under tough circumstances. For example, holds self to high standards of performance, sets challenging goals; wants to achieve meaningful results. Pursues initiatives/efforts to successful completion and closure. Focuses on key goals, even during setbacks and obstacles.
Account/Client Management
Work independently and provide technical guidance when required on how to manage client accounts in a way that provides benefits both for the organization and its clients.
Negotiation
Negotiates independently and provides technical guidance when required on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Verbal Communication
Use clear and effective verbal communication skills independently and provide technical guidance when required on how to express ideas, request actions, and formulate plans or policies.
Commercial Acumen
Apply understanding of the business environment and objectives to develop solutions independently and provide technical guidance when required.
Sales Planning and Coordination
Work independently and provide technical guidance when required on how to achieve the best possible returns by planning and coordinating effective sales campaigns and related initiatives.
Planning and Organising
Works independently and provide technical guidance when required on how to plan, organise, prioritise and oversee activities to efficiently meet business objectives.
Data Collection and Analysis
Work independently and provide technical guidance when required on how to analyse data trends for use in reports to help guide decision making.
Compliance
Work independently and provide technical guidance when required on how to achieve full compliance with applicable rules and regulations in management and/or operations.
Action Planning
Work independently and provide technical guidance when required on how to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Computer Skills
Support business processes independently by understanding and effectively using standard office equipment and standard software packages and provide technical guidance as needed.
SKILLS
Account/Client Management
Work independently and provide technical guidance when required on how to manage client accounts in a way that provides benefits both for the organization and its clients.
Negotiation
Negotiates independently and provides technical guidance when required on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Verbal Communication
Use clear and effective verbal communication skills independently and provide technical guidance when required on how to express ideas, request actions and formulate plans or policies.
Commercial Acumen
Apply understanding of the business environment and objectives to develop solutions independently and provide technical guidance when required.
Sales Planning and Coordination
Work independently and provide technical guidance when required on how to achieve the best possible returns by planning and coordinating effective sales campaigns and related initiatives.
Planning and Organising
Works independently and provide technical guidance when required on how to plan, organise, prioritise and oversee activities to efficiently meet business objectives.
Data Collection and Analysis
Work independently and provide technical guidance when required on how to analyse data trends for use in reports to help guide decision making.
Compliance
Work independently and provide technical guidance when required on how to achieve full compliance with applicable rules and regulations in management and/or operations.
Action Planning
Work independently and provide technical guidance when required on how to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Computer Skills
Support business processes independently by understanding and effectively using standard office equipment and standard software packages and provide technical guidance as needed.
Microsoft Office Suite, Internal Company Systems



General Education

Grade 12/ SAQA Accredited Equivalent (Essential)
Relevant Diploma/ Degree (business management, marketing) (Advantageous)
FAIS accreditation (Advantageous)

General Experience

2 - 5 years' work experience in group schemes sales and administration in the long-term insurance industry (Essential)
Marketing or sales experience in related industries such as banking/financial/insurance (Advantageous)
Experience in sales, administration, and marketing and risk management principles (Advantageous)
Working knowledge of FAIS and FICA (Advantageous)

*SAQA Accredited Equivalent - it is the onus of the applicant to provide 1Life and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognized qualifications/Regulatory Examinations/Class of Business Certification and/or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and/or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.

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