Account Executive Commercial Lines - Bedfordview, South Africa - RBS Insurance Brokers

RBS Insurance Brokers
RBS Insurance Brokers
Verified Company
Bedfordview, South Africa

1 month ago

Thabo Mthembu

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Thabo Mthembu

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Description

Role Purpose


To provide specialist financial advice and provide excellent service in order to retain current clients and secure new business in support of the business strategy.


Financial:


  • Ensure new business targets are met by generating leads and securing new business.
  • Ensure retention targets are met.
  • Strive to achieve the agreed income budget for book of business.
  • Ensure and contribute to minimization of expenses.
  • Support and further the growth strategy of the group.

Client:


  • Ensure that all stakeholder (e.g. clients, underwriters, insurers) communication is accurate, timeous, professional and relevant.
  • Build and maintain mutually beneficial relationships with internal and external stakeholders.
  • Ensure and contribute to achieving and exceeding own and company required client satisfaction targets by delivering an excellent client service experience.

Business processes:


  • Provide professional and tailored insurance advice to clients that adhere to the company's quality standard and broader regulatory frameworks and keep a detailed and accurate record of advice.
  • Perform a comprehensive analysis of the client's current portfolio and analyse current cover.
  • Provide advice on the need to obtain updated valuations on all assets.
  • To provide a timely professional service when obtaining quotes and conducting market exercises and comparative analysis.
  • Compile and deliver presentations of services that adequately address and mitigate risks and add value to the client's portfolio.
  • Provide support and advice throughout claims process until finalisation.
  • Act as liaison between client and insurer to facilitate the transfer of documents and information.
  • Follow and ensure adherence to underwriting processes for new business, endorsements, cancellations etc.
  • Engage in clear, complete and timely communication regarding underwriting support required from underwriting support team.
  • Remain informed regarding movements on client portfolio and act proactively to solve any issues or problems.
  • Action age analysis to ensure continued cover.
  • File all relevant documentation electronically and in hard copy.
  • Contribute towards and ensure continuous improvement in own and team performance.
  • Adhere to company mandates.
  • Report any suspected fraud, misrepresentation and/or dishonesty.
  • Keep accurate record of own activities.

Learning and growth:


  • Live the RBS Way by committing to organisational value.
  • Ensure continuous professional and selfdevelopment.
  • Keep abreast of features, benefits and ratings of insurance products available on the market.

Minimum qualifications and skills:


  • RE
  • FAIS Compliant.
  • Excellent communication skills (verbal and written).
  • Excellent client services skills.
  • Excellent sales skills.
  • Driven and selfmotivated.
  • Valid driver's license and own reliable transport.

Minimum Experience:


  • 5 years' experience in commercial lines shortterm insurance in a client facing role.
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