Manager, Insurance Wealth Insure CPT

Insurance Manager – High Net Worth Personal Insurance To 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 customers’ 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 – such as claims assistance, cover requirements, and annual renewal of the policy – are provided to the customer in a personal, professional and efficient manner. Always ensure an excellent customer experience and ensure the six Treating Customers 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 the ability to work independently in the absence of supervision or assistance. When required, visits, delivers (and/or collects) documents and relevant information from HNW customers’ homes or offices at the convenience of the customer. Qualifications Minimum 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 if required. Must have passed FAIS exams – minimum 60 credits – qualification and experience as determined by the “Fit and Proper Requirements” of the FAIS legislation. Experience Required Experience as determined by FAIS legislation. A minimum of 5 years previous working experience in 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 or personal portfolio management position. Practical exposure to banking principles and to establish credible relationships. Behavioural Competencies Adopting Practical Approaches Documenting Facts Empowering Individuals Examining Information Exploring Possibilities Following Procedures Impressing People Interacting with People Pursuing Goals Team Working Understanding People Valuing Individuals Technical Competencies Insurance Principles Cross and Up‑Selling Customer Understanding (Consumer Banking) Financial Analysis Mind of Customer Experience Product Knowledge (Consumer Banking) Location: Bryanston, Gauteng, South Africa #J-18808-Ljbffr