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.
Qualifications
MatricFull Qualification as recognised by the RegistrarUndergraduate degree, or similar [majors in Risk, Finance, Insurance an advantage and/or Postgraduate or professional qualification in risk and relevant experience an advantageMust be fully FAIS CompliantRegulatory Exam CertificateRegistered FSP Representative (Category 1 and Sub-Category 1.2) (Sub-Category 1.6 would be an advantage)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. Additional Information Strong interpersonal skillsNetworking and Relationship building skillsResearch and AnalysisA sound knowledge and understanding of Insurance principles and practices, including an understanding of personal private banking and private clients banking space, processes and requirements.A good working knowledge of the FSCA, Financial Advisory and Intermediary Services Act (FAIS) and Financial Intelligence Centre Act (FICA).A sound knowledge of short-term insurance sales principles and practices to manage an optimise portfolio retention and growth.Good knowledge to analyse other underwriters offering, policy terms and conditions and to compare cover to the SIL offering and individual product offering and information.Identify gaps in existing policy terms and conditions and be able to close these gaps with the correct products and cover.
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