Account Manager Group Schemes (Gauteng) at 1 Life Insurance

RESPONSIBILITIES

• Business Development
• Monitor and assess sales and market data for a specific
• geographic region and produce reports that will assist
• management in formulating strategy and identifying areas in
• the market where business can be developed. Conduct
• research using primary data sources and select information
• needed for the analysis of key themes and trends. Conduct
• product research and incorporate market insights to identify
• relevant themes.

Insights and Reporting

• Prepare and coordinate the completion of various data and
• analytics reports. Interpret complex patterns and trends, and
• translate those insights into actionable recommendations.

Recommendations

• Advise managers how to apply research conducted to
• amend product positioning a wide variety of existing
• procedures and precedents.

Solutions Analysis

• Interpret data and identify possible answers. Involves
• navigating a wide variety of processes, procedures and
• precedents.

Customer Relationships Management

• Develop and implement a relationship management plan for
• existing customer accounts to identify and build
• relationships with relevant decision makers and influencers
• within the customer organization and to enable effective
• two-way flow of information and resolution of issues. Collect
• feedback from identified customers or customer segments to
• ensure their needs are met, providing themes, summary
• analyses, and recommendations for changes based on
• customer input.

Compliance

• Maintain and renew a deep knowledge and understanding of
• the organization's policies and procedures and of relevant
• regulatory codes and codes of conduct, and ensure own
• work adheres to required standards. Identify, within the sales
• teams, patterns of non-compliance with the organization's
• policies and procedures, and with relevant regulatory codes
• and codes of conduct, taking appropriate action to report
• and resolve these and escalating issues as appropriate.

Personal Capability Building

• Act as subject matter expert in an area of technology, policy,
• regulation, or operational management for the team.
• Maintain external accreditations and in-depth understanding
• of current and emerging external regulation and industry
• best practices through continuing professional development,
• attending conferences and reading specialist media.

Project Management

• Manage a portfolio of product projects while reporting to
• senior colleagues regarding various milestones and
• deliverable.

BEHAVIORAL COMPETENCIES

• Customer Focus
• Builds strong customer relationships and delivers customer centric
• solutions. For example, digs deeply into customer
• feedback and drives the innovations that can enable the
• organization to better meet customers' future needs. Frequently
• adjusts approach to ensure customer needs are met and to
• improve service.

Communicates Effectively

• Develops and delivers multi-mode communications that convey
• a clear understanding of the unique needs of different
• audiences. For example, disseminates knowledge, insights, and
• updates in a polished, precise, and compelling manner.
• Demonstrates a deep interest in others' comments. Creates rich
• documents and reports.
• Plans and Aligns
• Plans and prioritizes work to meet commitments aligned with
• organizational goals. For example, strengthens alignment and
• coordination between own work and others', providing well sequenced
• activities and exact time frames. Foresees and
• resolves many potential bottlenecks and delays.
• Manages Complexity
• Makes sense of complex, high quantity, and sometimes
• contradictory information to effectively solve problems. For
• example, consistently looks at complex issues from many
• angles; obtains a rich and deep understanding; swiftly cuts to
• the core issue; skillfully separates root causes from symptoms.

Decision Quality

• Makes good and timely decisions that keep the organization
• moving forward. For example, consistently demonstrates strong
• judgment; may be sought out by others for expertise and
• guidance. Takes smart, independent action in urgent and nonroutine
• situations, knows when to escalate for others'
• involvement.
• Interpersonal Savvy
• Relates openly and comfortably with diverse groups of people.
• For example, recognizes even subtle social cues and nimbly
• responds to others' needs and preferences. Helps to defuse
• difficult interpersonal situations by showing high levels of tact,
• sensitivity, and consideration. Builds rapport with ease.
• Action Oriented
• Takes on new opportunities and tough challenges with a sense
• of urgency, high energy, and enthusiasm. For example, takes
• timely action on important or difficult issues. Identifies and
• pursues new opportunities that benefit the organization.
• Being Resilient
• Rebounds from setbacks and adversity when facing difficult
• situations. For example, is calm and professional in difficult
• situations; continues to work toward objectives. Overcomes
• obstacles without becoming discouraged; draws lessons from
• failures. Recovers from setbacks and adversity.
• Business Insight
• Applies knowledge of business and the marketplace to advance
• the organization's goals. For example, clearly understands how
• own activities relate to critical business drivers. Monitors
• business news and market changes for impact on the business
• or on own expertise area; uses this to shape decisions.
• Ensures Accountability
• Holds self and others accountable to meet commitments. For
• example, accepts responsibility for own work, both successes
• and failures. Handles fair share and does not make excuses for
• problems. Usually meets commitments to others.
• Builds Networks
• Effectively builds formal and informal relationship networks
• inside and outside the organization. For example, draws upon
• own network to gain insight, build support, and achieve
• outcomes. Leverages networks to identify industry experts,
• explore some best practices, and exchange ideas and
• knowledge.
• Drives Results
• Consistently achieves results, even under tough circumstances.
• For example, holds self to high standards of performance, sets
• some challenging goals; wants to achieve meaningful results.
• pursues initiatives/efforts to successful completion and closure.
• Focuses on key goals, even during setbacks and obstacles.
• Account/Client Management
• Work independently and provide technical guidance when
• required on how to manage client accounts in a way that
• provides benefits both for the organisation and its clients.
• Negotiation
• Negotiates independently and provide technical guidance when
• required on how to help the organisation by obtaining
• consensus between two or more internal or external parties
• who may have different interests.
• Verbal Communication
• Use clear and effective verbal communications skills
• independently and provide technical guidance when required
• on how to express ideas, request actions and formulate plans or
• policies.
• No skills assigned
• Commercial Acumen
• Apply understanding of the business environment and
• objectives to develop solutions independently and provide
• technical guidance when required.
• No skills assigned
• Sales Planning and Coordination
• Work independently and provide technical guidance when
• required on how to achieve the best possible returns by
• planning and coordinating effective sales campaigns and
• related initiatives.
• No skills assigned
• Planning and Organising
• Works independently and provide technical guidance when
• required on how to plan, organise, prioritise and oversee
• activities to efficiently meet business objectives.
• Data Collection and analysis
• Work independently and provide technical guidance when
• required on how to analyse data trends for use in reports to
• help guide decision making.
• Compliance
• Work independently and provide technical guidance when
• required on how to achieve full compliance with applicable
• rules and regulations in management and/or operations.
• Action Planning
• Work independently and provide technical guidance when
• required on how to develop appropriate plans or perform
• necessary actions based on recommendations and

requirements.

• Computer skills
• Support business processes independently by understanding
• and the effective use of standard office equipment and standard
• software packages and provide technical guidance as needed
• SKILLS
• Account/Client Management
• Work independently and provide technical guidance when
• required on how to manage client accounts in a way that
• provides benefits both for the organization and its clients.
• Negotiation
• Negotiates independently and provide technical guidance when
• required on how to help the organization by obtaining
• consensus between two or more internal or external parties
• who may have different interests.
• Verbal Communication
• Use clear and effective verbal communications skills
• independently and provide technical guidance when required
• on how to express ideas, request actions and formulate plans or
• policies.
• Commercial Acumen
• Apply understanding of the business environment and
• objectives to develop solutions independently and provide
• technical guidance when required.
• Sales Planning and Coordination
• Work independently and provide technical guidance when
• required on how to achieve the best possible returns by
• planning and coordinating effective sales campaigns and
• related initiatives.
• Planning and Organising
• Works independently and provide technical guidance when
• required on how to plan, organise, prioritise and oversee
• activities to efficiently meet business objectives.
• Data Collection and analysis
• Work independently and provide technical guidance when
• required on how to Analyse data trends for use in reports to
• help guide decision making.
• Compliance
• Work independently and provide technical guidance when
• required on how to achieve full compliance with applicable
• rules and regulations in management and/or operations.
• Action Planning
• Work independently and provide technical guidance when
• required on how to develop appropriate plans or perform
• necessary actions based on recommendations and
• requirements.
• Computer skills

Requirements

• General Education
• Grade 12/ SAQA Accredited Equivalent (Essential)
• Relevant Diploma/ Degree (business management, marketing (Advantageous)
• FAIS accreditation (Advantageous)
• General Experience
• 2 - 5 years’ work experience in group schemes sales and administration in the long-term insurance industry (Essential)
• Marketing or sales experience in related industries such as banking / financial / insurance
• (Advantageous)
• Experience in sales, administration and marketing and risk management principles (Advantageous)
• Working knowledge of FAIS and FICA (Advantageous)
• *SAQA Accredited Equivalent - it is the onus of the applicant to provide 1Life and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognized qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.