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Insurance Portfolio Manager

2 weeks ago

Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time

Job Overview

We are seeking an experienced Insurance Portfolio Manager to join our team at Standard Bank of South Africa Limited. As a key member of our Wealth and Asset Management department, you will be responsible for sourcing and securing new high net worth individual Personal Insurance customers.

Key Responsibilities

  • Sourcing and securing new HNW individual Personal Insurance customers through face-to-face interaction and professional conduct.
  • Providing comprehensive insurance solutions tailored to meet customer needs.
  • Offering continuous attention service to newly acquired and existing customers by assisting and administering their policies.
  • Ensuring all short-term insurance needs are met, including claims, cover requirements, and annual policy renewals.
  • Maintaining excellent customer experience and adhering to the six Treating Customer Fairly outcomes.
  • Frequent travel to meet with existing and potential clients, as well as working independently without supervision.
  • Visiting clients' homes or offices to deliver and collect documents and relevant information when required.

Qualifications and Experience

  • Minimum qualification: Grade 12/Matric Certificate.
  • Full qualification recognized by the Registrar.
  • Fit and Proper - FSCA.
  • Higher Certificate in Short-term Insurance.
  • Relevant business-related tertiary qualification (e.g., BA degree/qualification) is an advantage.
  • Undergraduate degree or similar major in Risk, Finance, or Insurance is an advantage.
  • Postgraduate or professional qualification in risk and relevant experience is an advantage.
  • Passed FAIS exams with a minimum of 60 credits.
  • 5 years of previous portfolio insurance relationship management experience as an Account Executive/Insurance Manager managing a portfolio of HNW customers in personal short-term insurance.
  • A minimum of 5 years of previous working experience in Short-term insurance, preferably in sales, servicing, and personal portfolio management positions.
  • Practical exposure to banking principles and establishing credible relationships.
  • MUST be fluent in Afrikaans (read, write, and speak).

Required Skills and Qualities

  • Strong interpersonal skills.
  • Networking and relationship building skills.
  • Research and analysis skills.
  • Advanced MS Excel, MS Access, Word, and PowerPoint skills.
  • Excellent verbal and written communication skills at all levels, especially with private bankers.
  • Financial literacy and numeric skills.
  • Planning and organizing skills.
  • Ability to establish and maintain effective working relationships with all stakeholders.

Personality Traits

  • Active: Energetic, vigorous, enjoys being out and about.
  • Competitive: 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