Job Competencies for Responsible Manager


  • Motivate and lead a team
  • Set staff business goals
  • Develop & counsel staff capabilities
  • Conflict management

Planning and control

  • Develop, implement and achieve strategic business plans.
  • Implement adequate resources & support systems for the business to achieve its strategic goals:
    • staff levels
    • training
    • information support system
    • supplier relationships
  • Ensure an acceptable return on capital invested and shareholders' funds.
  • Ensure the development, monitoring and controlling of revenue and expenditure budgets
  • Project management
  • Risk management

Sales and marketing

  • Identify business opportunities by monitoring product and service trends
  • Acquire new clients and retain and develop existing clients according to the strategic plan of the business;
  • Implement promotional strategies
  • Monitor and review sales plan implementation

Client service

  • Develop guidelines for broking services
  • Establish client risk assessment methodology
  • Establish client contact criteria
  • Determine procedures for documentation

Operations and procedures

  • Implement operational procedures to ensure compliance with all relevant statutory and industry requirements and codes.
  • Establish, implement and monitor client service standards

Technical knowledge

  • Develop and maintain an appropriate knowledge of the insurance industry, markets and products.

Personal effectiveness

  • Use personal effectiveness techniques at a level appropriate to the position:
  • negotiation and sales skills
  • Plan and organise work
  • Develop and deliver presentations
  • Business writing skills
  • Organising

Qualification Programs

  • Advanced Diploma in Financial Services by coursework or assessment
  • Graduate Diploma in Financial Services by coursework