Advisor, Accounts at Standard Bank Group

Job Description

• To support the Account Executives / Account Managers in servicing a portfolio of Business, Corporate and Commercial clients.To add value by offering attention to detail and broking skills.
• Ensuring 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)