- 8 years' experience in commercial lines short-term insurance in a client facing role
- RE5
- FAIS Compliant
- Excellent communication skills (Verbal and written)
- Excellent client services skills
- Excellent sales skills
- Driven and self-motivated
- Valid driver's license and own reliable transport
- 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
- 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
- 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
- Apply expert business knowledge to understand the client's operations and compile a risk profile of the client's business
- 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
- Ensure continuous professional and self-development
- Keep abreast of features, benefits and ratings of insurance products available on the market
- Share information and knowledge with the team
- Mon – Fri: 08:00 – 16:30
-
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Accounts Executive - Cape Town, South Africa - Status Staffing
Description
Our client based in De Waterkant, Cape Town, is looking for an Account Executive with 8 years' experience in commercial lines short-term insurance in a client facing role to join their team.A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Insurance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate
REQUIREMENTS:
DUTIES: