Job Description

Our client in the Insurance industry is currently looking for an Account Executive, in George, Cape Town.Responsibilities:

• Maintain portfolio:
• Attend to all client queries (revision/renewals, rate negotiations with insurers, amendments, cancellations, unpaid premiums)
• Do up and cross-selling of products.
• Attend to audit lists regarding information captured into the system.
• Minimize cancellations through regular and proactive dealings with clients.
• Assist clients with claims-related problems and report all deviations to management.
• Service Clients in accordance with the Indwe Minimum Commercial Service Standards.
• Indwe Minimum Commercial Service Standards.
• Growth and profitability:
• Retain, Develop, and Grow existing clients.
• Provide after-sales service for new business.
• Identify opportunities for up/cross-selling and write additional business.
• Client liaison:
• Regular Networking.
• Identify opportunities and implement marketing and promotional activities.
• Build relationships through regular contact, identifying critical decision makers with all stakeholders (client, insurers, etc)
• Client Communication - Keep clients informed of developments in the industry and market.
• Client Service administration:
• Adhere to FAIS requirements and set company procedures.
• Ensure that policies and endorsements are loaded onto the system.
• Ensure that claims are registered and follow up until claim is finalized.
• Maintain renewal lists and ensure that renewal schedules are sent to clients.
• Responsible for proactive underwriting.
• Business administration - new, amendments, additions, renewals.
• Ensure all communication with the client is in accordance with FAIS minimum standards.
• General correspondence and e-mails to clients according to company standards.
• Compile and submit reports on time to line manager as per set standard.
• Accurate and Prompt Partner registration and ensure that payments are made.
• Perform credit control:
• Ensure that debit order information is updated and liaise with the bank.
• Collect money from clients electronically (where applicable)
• Advise relevant parties of unpaid items.

• Matric.
• Level 4 FETC in Short-term Insurance.
• Higher Certificate in Insurance.
• Post matric qualification is an advantage (BCom Risk/Accounting, BBA)
• Passed RE Qualification.
• Minimum 7 years short term insurance with 3 of the 7 years in a commercial account servicing and sales capacity.
• Experience working in a Brokerage.
• Personal Attributes:
• Assertiveness.
• Interpersonal effectiveness.
• Service excellence.
• Ability to effectively adapt to change.
• Attention to detail.
• Self-motivated.
• Enthusiastic.
• Result oriented/Deadline orientated.
• Professionalism.
• Ability to work under pressure.
• Work according to set policies and procedures.
• Target driven.
• Creative and innovative.
• Ability to work in a team.
• Ethical.
• Business Acumen (understand the economic environment & identify viable financial opportunities)
• Broking skills - medium to large commercial accounts.
• Influencing and negotiation.
• Computer Literacy.
• Communication.
• Delegation.
• Analytical Ability.
• Negotiation.
• Presentation.
• Decision making.
• Time management.
• Report Writing.
• Selling.
• Ability to manage own work and outputs.

• R55 000 - R65 000 per month depending on qualification and experience.

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