Advisor, Account ( Contract ) at Standard Bank Group

Job Description

Supports the Account Managers in servicing a portfolio of Business, Commercial and Business Insurance clients, through ensuring that the legislative and regulatory requirements of the broking processes are adhered to.

Qualifications

• Matric
• Diploma Business Commerce or Finance and Accounting
• Relevant FAIS Qualification

Experience Required

• 3 - 4 years Commercial Insurance Experience in a client facing environment fulfilling client demand (credit/banking/operations)
• Broking Experience required and Assist AM’s with technical, underwriting and claims
• Experience in Dealing all Queries with Client Services and Provide client confirmation cover within laid down service levels.
• Policy file Management , Open, maintain and update all client files on a daily and weekly basis
• Adhere to minimum operating standards by ensuring full and accurate broking submissions, negotiating terms to insurer.

Additional Information

Behavioral Competencies:

• Adopting Practical Approaches
• Checking Details
• Documenting Facts
• Completing Tasks
• Following Procedures
• Interacting with People
• Team Working
• Meeting Timescales
• Upholding Standards
• Following Procedures

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge , Client Servicing
• Customer Understanding ( Consumer Banking)
• Product Knowledge (Consumer Banking)
• Insurance Processing
• Insurance Risk Management