Insurance Relationship Manager
Johannesburg, Gauteng, ZA
3h ago
source : Latest Jobs
  • To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives. Job Responsibilities
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg : staff surveys etc).
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
  • Follow laid down processes in opening of accounts by using checklist and account opening matrix.
  • Complete weekly compliance training and assessment online to keep up to date on changes.
  • Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
  • Action daily control reports and attach correct documentation.
  • Identify new clients and their needs through needs analysis and provide a suitable solution.
  • Cross sell to existing clients by establishing need through financial fitness discussions.
  • Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
  • Ensure that every deal done is priced in line with Business Unit objective and strategy.
  • Generate revenue through charging for ad hoc services provided to clients.
  • Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
  • Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
  • Participate in end of day discussion and apply recommendations from manager to optimise sales results.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed;
  • experience practiced and certifications obtained and / or maintained within specified time frames.

  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening;
  • attending to their needs; keeping them in the loop and making things happen for them.

  • Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
  • Adhere to the ask once promise to clients according to Nedbank strategy.
  • Build relationships with clients through regular contact and having an individual interest in them.
  • Network with internal stakeholders to collaborate in order to provide complete solution to clients.
  • Obtain regular feedback from clients by requesting completion of feedback forms.
  • Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
  • Adhere to clean desk policy to minimise risk of exposing client confidentiality.
  • Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
  • FAIS Affected FAIS Affected - Yes Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas / National 1st Degrees
  • Preferred Qualification Bachelor of Commerce : Banking or accounting. FAIS qualification, Regulatory Examinations 1. Minimum Experience Level 3-5 years working experience as a Broker working with Personal / Commercial / Agricultural clients within the Short Term Insurance space within the Banking / Financial Services Industry. Type of Exposure

  • Working with a group to identify alternative solutions to a problem.
  • Sharing information in different ways to increase stakeholders understanding.
  • Building and maintaining effective cross-functional relationships with internal and external stakeholders
  • Managing customer expectations
  • Tracking cost against a budget
  • Interacting with diverse people
  • Interacting with external clients
  • Working in a fast-paced and changing environment
  • Working in a team
  • Technical / Professional Knowledge

  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Nedbank culture
  • Cluster Specific Operational Knowledge
  • Banking knowledge
  • Behavioural Competencies

  • Continuous Learning
  • Energy
  • Advancing Sales Discussions
  • High-Impact Communication
  • Managing Work
  • Sales Disposition
  • Sustaining Customer Satisfaction
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