Standard Bank Manager, Account Jobs in South Africa

Standard Bank Manager, Account Jobs in South Africa

Job Purpose

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

    Key Responsibilites

    To hunt for and secure New Insurance Business opportunities from Leads generated within the Bank and outside of the Bank.

  • Personal and Commercial Insurance products (including Agric, Property, Marine etc.)

  • Performing a proactive, mobile, value adding insurance partnership role in the market, ensuring that continual close personal attention is given to providing a comprehensive array of customised Insurance solutions tailored to meet customer needs in terms of business growth and potential.

    Profitable Growth in Insurance New Business Sales by promoting and selling Insurance Solutions to Standard Bank South Africa & Non-Standard Bank South Africa Clients.

  • Developing and maintaining a realistic new business pipeline to ensure that growth targets are achieved.

  • Pro-actively identifying and exploring potential up-selling and cross-selling opportunities when engaging with existing clients.

    Customer Service, Quality and Efficiency of advice given, and insurance products processed as per clients requirement.

  • Providing a central advisory/ information/ query/ claims handling service point for new and existing insurance customers.

  • Performing a proactive liaison role between all the relevant parties (bank/clients/ insurers/ back-office/claims).

    Adherence to Compliance as required by Legislation.

  • Continued adherence to disclosure and compliance in terms of the Financial Advisory and Intermediary Services Act (FAIS).

    People Management

  • Proactively coaching and mentoring subordinates.

    Take full accountability of the Insurance Portfolio and Technical Broker support.

  • Quotation – Preparation and obtaining quotes from Insurers.New Business – Ensure closing and capturing of New Business with Insurers/Ops

  • Endorsements – Process Endorsement as required by the client. Renewals – Obtains Terms from
    Insurers and present to the client

  • Renewals – Manage the renewal process and conclude renewals prior to the renewal date. Cancellations - Process Endorsement as required by the client.

  • Claims - Assists and follow up regarding outstanding claims.

    Adherence to Minimum Operating Standards.

  • Full and accurate broking submissions to insurers.General Service Standards (100% acknowledgment of requests within 24 hours, 100% delivery on commitments made).

  • Adherence to all compulsory training and forums, submission of documents and forms required. Maintain a minimum of 95% accuracy score from the Quality Assurance audits and timeous adherence to the remedial actions required therefrom.


  • Completed Matric with Minimum NQF5 FAIS Accredited Qualification (Degree Preferred) and Regulatory Exam Certificate 5 with registered FSP Representative (Category 1 and Sub-Category 1.2 and 1.6)

  • Must be fully FAIS Compliant -Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency)

  • 5 years previous working experience in personal and commercial short-term insurance either as a Broker or Insurer. Bancassurance experience preferable.

  • Sales and negotiation skills. Sound knowledge of personal and commercial insurance practices, procedures and products and working knowledge of FAIS and FICA legislation.

    How to Apply

  • For more information and job application details, see; Standard Bank Manager, Account Jobs in South Africa

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