Insurance Relationship Manager

2 weeks ago

Polokwane, Limpopo, South Africa Nedbank Full time
Job Summary

We are seeking a highly skilled Insurance Relationship Manager to join our team at Nedbank. As a key member of our insurance cluster, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.

Key Responsibilities
  • Contribute to a culture of excellence by participating in Nedbank's culture building initiatives.
  • Support corporate social responsibility initiatives to achieve key business strategies.
  • Identify and recommend opportunities to enhance processes, systems, and policies.
  • Follow established processes for opening accounts, using checklists and account opening matrices.
  • Complete weekly compliance training and assessments to stay up-to-date on changes.
  • Keep relevant compliance letters of authority up-to-date and inform clients at each interaction.
  • Action daily control reports and attach correct documentation.
  • Identify new clients and their needs through needs analysis and provide suitable solutions.
  • Cross-sell to existing clients by establishing needs through financial fitness discussions.
  • Obtain referrals from existing clients and leads from other business units through area collaboration.
  • Ensure that every deal is priced in line with business unit objectives and strategy.
  • Generate revenue through charging for ad-hoc services provided to clients.
  • Monitor and manage sales on a daily, weekly, and monthly basis to achieve monthly targets.
  • Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
  • Participate in end-of-day discussions and apply recommendations from managers to optimize sales results.
  • Stay up-to-date with legislation and industry changes that impact the role by reading relevant newsletters, websites, and attending sessions.
  • Understand and embody the Nedbank vision and demonstrate values through interaction with the team and stakeholders.
  • Improve personal capability and stay abreast of developments in the field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced, and certifications obtained and/or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing with the team. Maintain world-class service standards when dealing with clients by listening, attending to their needs, keeping them informed, and making things happen for them.
  • Ensure that client complaints and queries are resolved timeously by using relevant complaints systems.
  • Adhere to the ask once promise to clients according to Nedbank strategy.
  • Build relationships with clients through regular contact and having an individual interest in them.
  • Network with internal stakeholders to collaborate and provide complete solutions to clients.
  • Obtain regular feedback from clients by requesting completion of feedback forms.
  • Mitigate risk to Nedbank by identifying and verifying clients manually or using relevant technology.
  • Adhere to the clean desk policy to minimize risk of exposing client confidentiality.
  • Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
Requirements
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
Preferred Qualifications

Full FAIS short-term insurance qualification

Regulatory Examination 1 (RE1)

Essential Requirements

120 - 150 FAIS Credits

RE1 (preferred)

Commercial Insurance experience

Minimum Experience Level

2-3 years as a Short Term (Commercial) Insurance Broker

Technical/Professional Knowledge
  • Business terms and definitions
  • Data analysis
  • Governance, Risk, and Controls
  • Nedbank policies and procedures
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Nedbank culture
  • Cluster Specific Operational Knowledge
  • Banking knowledge
Behavioural Competencies
  • Continuous Learning
  • Energy
  • Advancing Sales Discussions
  • High-Impact Communication
  • Managing Work
  • Sales Disposition
  • Sustaining Customer Satisfaction

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