Manager, Insurance Wealth Insure (Cape Town)Cape TownSalary: ZAR 300000 - 400000Job OverviewBusiness Segment: Insurance & Asset ManagementTo source and secure new HNW individual Personal Insurance customers.
The role will require face-to-face interaction with the 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 in 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 the customer.
The position will require frequent travelling to meet with existing and potential clients and be able to work independently in the absence of supervision/assistance.QualificationsMinimum qualification – Grade 12/Matric Certificate.
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 RequiredPrevious 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.
MUST be fluent in Afrikaans (read, write and speak).Additional InformationStrong interpersonal skillsNetworking and Relationship building skillsResearch and AnalysisAdvanced MS Excel, MS Access, Word, and PowerPoint skillsExcellent verbal and written communication skills at all levels, especially with personal private banking and private client bankers.Financial literacy and Numeric essentialPlanning and OrganisingConsistently portray a professional corporate image and be presentable.Ability to establish and maintain effective working relationships with all stakeholdersPersonality TraitsActive: Energetic, vigorous, enjoys being out and aboutCompetitive: Plays to win, takes up the challenge, is a poor loser.Results oriented: Strongly motivated to compete and achieve impressive results, strives to improve, has a "can do" attitude and enjoys challenges.Knowledge RequirementsA 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 and 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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