Insurance Relationship Manager

6 months ago


Johannesburg, South Africa Nedbank Full time

**Job Classification**
- Job Family- Sales And Services
- Career Stream- Relationship Management
- Leadership Pipeline- Manage Self: Professional
- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To drive the Nedbank Insurance brand and support sales and service strategy in achieving targets.**Responsibilities**:

- Administration and management of the client's insurance portfolio on a daily basis.
- Be the go-to person for all insurance related queries for clients including Short term and Life Insurance.
- Manage a portfolio of clients both on Short Term and Long-Term Insurance.
- Ensure adherence to service standards and strategies by observation and measurement and recommending corrective action.
- Drive service discipline by identifying short falls and ensuring corrective action is taken.
- Improve productivity and participation through focus session.
- Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, processes, services and solutions are aligned.
- Identify training courses and career progression for self through input and feedback from management.
- Ensure all personal development plan activities are completed within specified timeframe.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g., staff surveys etc.).
- Essential Qualification- Matric / Grade 12 / National Senior Certificate
- Full Short Term Insurance qualification (NQF level 4 or 5)
- FAIS Qualification
- RE 5
- Essential Certifications- FAIS Qualification Regulatory Examinations 1 Qualification
- Minimum Experience Level- 3 - 5 years working experience as a Relationship Manager in the Short Term Personal and Commercial Lines space.**Technical / Professional Knowledge**
- Banking knowledge
- Banking procedures
- Business Acumen
- Business principles
- Business writing
- Communication Strategies
- Data analysis
- Governance, Risk and Controls
- Microsoft Office
- Nedbank policies and procedures
- Nedbank vision and strategy
- Principles of financial management
- Principles of project management
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Decision-making process
- Nedbank culture
- Cluster Specific Operational Knowledge
- Behavioural Competencies- Communication
- Energy
- Building Trusting Relationships
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_



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