Senior Specialist: Worksite Development(East London)

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Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Our goal is to meet our clients' financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.

In fact, we go far beyond what you'd expect from financial services - all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.

Purpose

To provide specialist advice and support in area of specialisation enabling the provision of effective worksite development support to achieve business objectives.

Minimum Experience

3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Communication Studies

Process

• Advise on and ensure the accurate use and dissemination of area specific marketing and communication material; verifying the outcome of messages.
• Ensure the development of market position through the proactive identification of target markets, relationships, negotiation and business deals.
• Oversee the onboarding and assist customers throughout their lifecycle, helping them unlock the most value from the products and services.
• Ensure the effective coordination of premium collection functions within worksites development to improve collections, flow of premiums on business written at worksites to ensure profitability.
• Oversee and monitor the effective execution of lodgement and facility coordination and management.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

Customer

• Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
• Builds sustainable relationships with clients (worksite stakeholders, brokers and direct clients) to enable customer retention, education and cross-selling opportunities.
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Technical Competencies

• Research and Information Gathering (Intermediate)
• Financial Acumen (Proficient)
• Developing sales (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Intermediate)
• Organisation and Attention to Detail (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Relationship Management and Networking (Intermediate)

Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.