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Bryanston

    account executive agri - Bryanston, South Africa - HR Genie

    HR Genie
    HR Genie Bryanston, South Africa

    2 days ago

    HR Genie background
    Description

    Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Executive or similar role, 8 Years experience in Short Term Insurance together with verbal and written communication, in English and Afrikaans, at all levels will enable you to:

    People & Processes:

    • Effectively maintaining company standards and providing quality client service:
      • Build and maintain lasting relationships with clients and partners by understanding focus and needs, and anticipating them in advance;
      • Ensure compliance with regulations and procedures as laid down by the Financial Services Conduct Authority (FSCA), by keeping up to date with all changes in the regulatory framework;
      • Oversee and achieve organisational goals while upholding best practices;
      • Support and solve problems for clients by understanding and exceeding their expectations;
      • Participate in brainstorming, office activities, staff meetings, and client meetings, researching and assisting with program development for existing clients and new prospects;
      • Follow up with clients regularly to ensure needs are being met and identify opportunities;
      • Manage the entire sales cycle from receiving the referral/lead to securing a sale;
      • Following up on leads and referrals;
      • Attend to administration and written communication;
      • Present products to prospective clients;
      • Work with underwriters to amend policies where necessary in order to meet client needs;
      • Provide professional after-sales support to enhance the customers experience;
      • Negotiate renewals with the client and ensure timeline performance;
      • Respond to complaints and resolve issues;
      • Save all documentation onto the policy management system.
    • Service delivery to ensure customer satisfaction:
      • Maintain service, quality, and desired outputs within a specific functional process through ensuring compliance to policies, procedures, and standards;
      • Resolve escalated customer queries and complaints and provide feedback on matters resolved;
      • Develop work routines in line with operational plans/schedules in order to manage the achievement of service delivery goals;
      • Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.
    • Maintain effective people practices:
      • Align own behaviour with organisation culture and values;
      • Share and transfer product, process and systems knowledge to colleagues;
      • Collaborate and work with the Underwriting team to ensure required service levels are delivered.

    Compliance:

    • Continuous improvement to ensure effective service:
      • Ensure adherence to organizational policies, practices and procedures;
      • Identify and recommend areas / ways to improve processes.
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