Manager, Accounts CPT
On-siteCape Town, Western Cape, South Africa
Job Summary
Promote sales in liaison with brokers and financial institution leads while receiving quotation requests and providing packaged solutions based on client needs. Actively promote company products and manage client acceptance, review, underwriting, and pricing risk for commercial short-term insurance. Apply sound knowledge of insurance practices, FAIS, and FICA legislation to assess claims, underwrite processes, and manage risk perception. Requires a minimum NQF5 FAIS qualification, RE 05, and Category 1.6 FSP Representative registration. Candidates must demonstrate five years of experience in commercial short-term insurance, either as a broker or insurer, with bancassurance experience advantageous. Full fit and proper status as determined by FAIS legislation is required.
Required Qualifications
- Minimum NQF5 FAIS Accredited Qualification
- RE 05
- Registered FSP Representative (Category 1.6)
- Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency)
- Fully FAIS Compliant
- Experience as determined by FAIS legislation
- A minimum of 5 years previous working experience in commercial short-term insurance either as a Broker or Insurer
- Sound knowledge of commercial insurance practices, procedures and products
- A good working knowledge of FAIS and FICA legislation
- Sales and negotiation skills
- Excellent verbal and written communication skills
- A minimum of 5 years previous working experience in Short term insurance
Desired Qualifications
- Degree
- Bancassurance experience
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