Job Title: Leads Administrator
Market Related Salary
Constantia Valley Office Park South Africa (Gauteng)
Permanent skilled level position at Standard Bank of South Africa in the Financial industry.
Job Purpose
To assist and support with leads, back office / policy fulfilment to the Account Executive in servicing a portfolio of NEW high valued clients secured for Corporate and Commercial insurance business opportunities by performing a proactive, mobile, value adding financial partnership role in the commercial market, ensuring that 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.
To deliver exceptional service to the AE and RM / customer.
To assist with the development of staff.
Key Result Areas
To Support the Profitable Growth in Insurance New Business Sales (SBSA & Non-SBSA Business) To follow up diary; proactively contact clients; obtain quotes; negotiate terms with insurers; broke & place cover and raise debit notes, To issue and check policies & endorsements and maintain up to date summaries, To compile renewal presentations; prepare reports, closings and related tasks, To pro-actively monitor credit control and progress in claims, To generate own correspondence and maintain up to date flow of documentation, To support team with new business acquisition, To assist other members of department whenever possible , To effectively and efficiently maintain filing system (electronic and paper based), To build and maintain amicable and effective relationships within the insurance industry, Assist Account Executive with the developing and implementing a calling schedule for business leads to establish financial needs and to assist potential new business clients to better understand their financial options.
To assist Accounts Executive of recording of sales leads from other divisions within the bank e.
g.
International Business Centre, Corporate banking, Home Loans, BEE, Branches, SME Business Managers, VAF etc.
Procession of New Business wins; ensuring policy fulfilment are done in accordance of the fit and proper guidelines.
Customer Service Quality and Efficiency Providing a central advisory/information/ query handling service point for new business customers before handover of the relationship.
Performing a proactive liaison role between Accounts executive, Bank RM/customers and back office service fulfilment and credit functions to get new business onto the books.
Accurately and efficiently processing RM/customer mandates/ documentation requirements for new business facilities.
Qualifications
Matric Must have passed the FAIS exams min 60 credits
Experience
Good knowledge of general insurance practices and procedures.
A thorough knowledge of multi-level products available to business banking customers.
A good knowledge of financial investment options, vehicle and asset finance and electronic banking options for lead generation purposes.
A good knowledge of competitor offerings and structures.
A sound working knowledge of short term insurance sales principles and practices to manage and optimise portfolio retention and growth.
Negotiation skills.
Excellent verbal and written communication skills.
Good working knowledge of technical portfolio management systems
Skills and Competencies
Highly numerate/ Data rational: Is good with numerical data, operates on facts, and enjoys assessing and measuring.
Outgoing: Gregarious, lively, vibrant, talkative, has a wide circle of contacts/friends, enjoys mixing and makes friends easily.
Critical: Good at probing the facts, challenges assumptions, sees disadvantages.
Observant: Is quick to identify potential opportunities, notices the details of situations and is in touch with the local environment.
Innovative: Generates ideas, shows ingenuity and thinks up solutions.
Forward planning: Prepares well in advance, enjoys setting targets, plans activities.
Controlling
Systematic
Resilient
The ideal candidate will have the following competencies:
Ability
To issue and check policies & endorsements and maintain up to date summaries,
To follow up diary; proactively contact clients; obtain quotes; negotiate terms with insurers;
To generate own correspondence and maintain up to date flow of documentation
To compile renewal presentations; prepare reports, closings and related tasks
Notifying customers regarding the Insurance proposal/quotes on the loan facilities
Performing a proactive liaison role between Accounts executive, Bank RM/customers and back office service fulfilment
Experience
A good knowledge of the principles and practices of business economics and the current business economic environment.
Excellent verbal and written communication skills.
Qualifications and experience as determined by the "Fit and Proper Requirements" of the FAIS legislation.
Must have passed the FAIS exams min 60 credits
Knowledge
A good knowledge of competitor offerings and structures.
A thorough knowledge of multi-level products available to business banking customers.
A sound working knowledge of short term insurance sales principles and practices to manage
Good knowledge of general insurance practices and procedures
Standard Bank is a South African-based financial services company with a global presence. Standard Bank believes that it is through their people that they will succeed and that only by working together will they make their offering to its customers. Standard Bank - Moving Forward.
To Apply:
http://www.standardbank.com/Careers.aspx
Deadline: 28th July 2012
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