Advisor, Accounts
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Job Location:
Durban - South Africa
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
To support the Account Executives / Account Managers in servicing a portfolio of Business Corporate and Commercial add value by offering attention to detail and broking that the legislative and regulatory requirements of the broking processes are followed including adherence to all SBIB Policies and Procedures Technical Broker Manual etc
Qualifications :
Type of Qualification: Diploma
Field of Study: Business Commerce
Type of Qualification: Diploma
Field of Study: Finance and Accounting
Experience Required
- Broking
- Quoting
- New Business
- Amendments
- Cancellations
- Compliance i.t.o legislation / regulations and all required documents
- Obtaining terms
- Renewals on Corporate and Commercial Accounts
- Queries / Client Service
- Confirmation of cover
- First level complaints
- Policy File Management
- Physical files
- Permanent electronic records
- Renewal & Retention
- Administration
- Claims
- Where necessary to accompany the Account Executive on client visits
When requested to prepare renewal presentations reports and other related tasks
Knowledge:
- Have a solid technical knowledge of Commercial Short Term Insurance
- Have knowledge and understanding of the applicable provisions of the general code of conduct of authorized financial services providers and representatives (FSB Board Notice 80)
- Have a basic understanding of the financial intelligence centre act (FICA) Act 38 of 2001 and the money laundering g provisions of the Prevention of Organized Crime Act
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Checking Things
- Documenting Facts
- Examining Information
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Team Working
- Understanding People
- Upholding Standards
- Valuing Individuals
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Servicing
- Customer Reception and Channelling
- Customer Understanding ( Consumer Banking)
- Product Knowledge (Consumer Banking)
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Channel Marketing
- Accounting Tally
- CSS
- Corporate Risk Management
- Hibernate
- Brokerage
About Company
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more
