Manager, Accounts CPT

Promotes sales in liaison with brokers and financial institution's leads and services brokers. Receives requests for quotations from clients or Stakeholders and provides a packaged solution based on client needs. Actively promotes company products.

Qualification required:

Minimum NQF5 FAIS Accredited Qualification (Degree Preferred)
RE 05
Registered FSP Representative (Category 1.6
Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency)
Fully FAIS Compliant

Experience Required:

Experience as determined by FAIS legislation. A minimum of 5 years previous working inexperience commercial short-term insurance either as a Broker or Insurer. Bancassurance experience advantageous.
Sound knowledge of commercial insurance practices, procedure’s and products.
A good working knowledge of FAIS and FICA legislation.
Sales and negotiation skills.
Excellent verbal and written communication skills.
A minimum of 5 years previous working experience in Short term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.

Behavioural Competencies:
Interacting with People
Exploring Possibilities
Examining Information
Completing Tasks
Conveying Self-Confidence
Embracing Change
Adopting Practical Approaches

Technical Competencies:
Client Acceptance and Review
Underwriting and Pricing Risk
Claims Knowledge
Insurance Principles
Insurance Products and Services
Risk Perception and Assessment
Underwriting Process
Underwriting Management