Account Manager (Commercial) - Randburg

Key Responsibilities:

 

·         Compliance with all Servicing and Renewal Minimum Operating Standards

·         Ongoing authorization of financial activities/matters

·         Timely and accurate compilation and submission of monthly variance reports/forecasts

·         Collection of quality new business leads for the new business department

·         Achievement of stream budget (income)

·         Effective control of costs

·         Retention of existing clients through implementation of a retention-strategy

·         Maximization of growth potential from existing clients thorough up-sell, cross sell and enhanced service

·         Successful management of staff performance through implementation of G-Force in conjunction with team management

·         Ongoing development of staff through Individual Development Plans

·         Successful implementation of Personal Development Plan.

 

The Suitable incumbent must:

 

·         Minimum 5 to 10 years experience required

·         FAIS Compliant and a Higher Certificate is the minimum relevant qualification

·         Studying towards an AIISA qualification is an added advantage

·         Good conflict handling and listening skills

·         Excellent communication skills (verbal and written)

·         Be computer literate in MS Word, Excel and PowerPoint

·         Plan effectively and utilize sound judgement when making decisions

·         Have high work ethic and be able to work under pressure

·         Must be a team player, self motivated and reliable

·         Must have a valid code 8 drivers licence

·         Knowledge and extensive experience in handling Short Term Insurance

·         Ability to build good relationships with colleagues, clients and insurers

 

 

FAIS COMPLIANCE

 

Applicants must:

 

·         Comply with (or have a development plan in place to achieve compliance with) the applicable provision of the determination of Fit & Proper requirements for Financial Services Providers (FSB Board Notice 91 of 2003); and

·         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). This information is on the FSB Internet site (for prospective employees) or available under Compliance on the Group intranet site (staff).

·         Have a basic understanding of the Financial Intelligence Centre Act (FICA), Act 38 of 2001, and the money laundering provisions of the Prevention of Organized Crime Act 121 of 1998.

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