Role details

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Relationship Manager Insurance: C&I in Paarl and Nelspruit

South Africa   •  Permanent

Bullet points

  • Relationship Manager Insurance: C&I
  • 2 Positions available in Nelspruit and Paarl

About Our Client

Our Client is Multinational Bank with over 30 000 employees world-wide and operates within 39 countries in Africa. The group is diversified within the rest of Africa and has been rated as one of the four largest banks in South Africa. Our client boasts over 100 years' experience within the Banking sector.

Our client has partnered with various global and local partners with the primary focus of expansion being within the African region, with exciting developments forecasted. As a leader in their industry, they focus on attaining and maintaining the best marketing platforms, highest customer satisfaction and effective client relationships.

Job Description

Client servicing (30%): Liaise and handle clients expansion of cover (additions, additional sections, etc.), Visit clients to discuss their needs, Present quotes, Give Instructions to Sales Support Do regular courtesy calls, Ensure FAIS compliancy of documentation; Client Retention

External Sales (25%): Get comprehensive leads, Visit clients to discuss their needs and risks, Get quote from Insurer via Sales Support Draft proposal of quote to client Re-visit client to propose quote Ensure FAIS compliancy of documentation Check disclosures and letter of appointment, Get supplementary documentation, eg: Debit order, etc. Request Sales Support to give Instructions to Insurer

Internal Sales (10%): Get Leads for once off sales. Request Sales Support to request quotes. Contact client either telephonically or by fax with quote. Ensure FAIS compliancy of documentation

Handling claims (5%): Problem claims resolving Client visits due to claims.

Renewals (20%): Get renewal forms from Insurer(s) and work through them Amend proposals, etc. Make appointment with client to propose renewal to client, Amend renewal as required, get quotes, etc. Request Sales Support to instruct Insurer to renew as finally agreed upon, Ensure FAIS compliancy of documentation

Financial Management (5%): 1. Generate reports once a month: Sales reports, Leads reports, Professional Indemnity reports, New/ Lost business Report, Renewals report. 2. Check Sales Support's Reconciliation of commission statements 3. Loss ratio analyses, Decide appropriate changes required 4. Leads Tracker: Adhere to SLAs by Calling clients, making appointments, seeing clients, etc.

Personal Development (5%): Identify development areas of Sales Support staff and develop them, Attend training courses/ workshops to update and enhance both product and technical knowledge.

The Successful Applicant

Adaptability: The ability to accept change and adapt ones approach to maintain effectiveness within a variety of situations, and with various individuals and groups within work structures, processes, requirements, or cultures.

Initiative: The ability to be proactive, seize opportunities and thereby influence, taking prompt action to accomplish objectives and achieve goals beyond what is required.

Commitment: The ability to align your behaviour with the needs, priorities and goals of the organisation through dedication and tenacity

Optimism: The ability to adopt a generally positive outlook on life despite setbacks and obstacles

Integrity: The ability to promote and maintain high ethical standards both personally and professionally and interacting with others in a way that gives them confidence in one's intentions and those of the organisation.

Excellence orientation: The commitment, drive and follow through to achieve high standards of excellence

Client centricity: The ability to take responsibility for the achievements of standards of service that comply with the highest expectations of the clients by making client and their needs a primary focus of one's actions and developing and sustaining productive client relationships

Goal setting: The ability to set objectives and plans that integrate the needs of diverse views and groups aligning with the overall business direction.

Sociability: The extent to which a person is confident, extroverted and lively; able to mix freely and comfortably with people; and feel comfortable in a range of social situations

Building relationships: Developing and using collaborative relationships to facilitate the accomplishment of work goals

Team work: The ability to work co-operatively with others, to be a member of a team and work towards the purpose of a common goal.

Problem solving: The ability to thoroughly and accurately identify and define a problem with a view to select the most appropriate course of action once alternatives have been generated and assessed in terms of practicality, effectiveness and implications.

Conscientious: The ability to persevere in work through self-discipline and make decisions through careful deliberation.

What's on Offer

Market related salary with all the additional benefits provided as per one of the big four local banks.