ACCOUNT EXECUTIVE

Recruiter:

HR Genie

Job Ref:

D5525 IN AEXEC

Date posted:

Monday, August 4, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
This role include planning and coordination of account activity and generating sales opportunities.

POSITION INFO:

A well established company within the financial sector requires a Account Executive.

The following education, experience and languages, will be beneficial:

Formal Education

NQF 5 Full Short Term Qualification approved by FSCA.

Experience

5 Years in an Account Executive or similar role.
8 Years in Short Term Insurance.

Language Requirements

Verbal and written in both English and Afrikaans.

DUTIES

People and 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

Compliance

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

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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