ACCOUNT EXECUTIVE: SHORT TERM INSURANCE AGRI

SUMMARY:
Planning and coordination of account activity, generating sales opportunities and reporting status.

POSITION INFO:

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 as well as Agricultural short term insurance experience 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.