Insurance Account Executive-Witbank

 

Recruiter:

IntelliStaff

Job Ref:

JHB001791/SS

Date posted:

Wednesday, February 17, 2021

Location:

Middelburg, South Africa

Salary:

MR


SUMMARY:
Our client in the Insurance industry has an opportunity available for an experienced Insurance Account Executive.

POSITION INFO:

Location: Witbank, Mpumalanga

Job Description: To grow market share by gaining, maintaining, growing, and retaining Business accounts.

Responsibilities:

  • 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 pro-active dealings with clients
  • Assist clients with claims related problems and report all deviations to management
  • Service Clients in accordance with the Minimum Commercial Service Standards
  • Retain, Develop and Grow existing client
  • Provide after-sales service to ensure that the new business vests
  • Identify opportunities for up/cross-selling and write additional business
  • 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.
  • 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 the 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
  • Ensure that debit order information is updated and liaise with the bank
  • Collect money from clients electronically (where applicable)

Requirements:

  • Matric
  • NQF Level 4 FETC in Short-Term Insurance
  • Higher Certificate in Insurance
  • Post matric qualification is an advantage (BComm Risk/Accounting, BBA)
  • RE5 Representatives
  • Class of Business(Advantageous)
  • Minimum 5 years short-term insurance with 3 of the 5 years in commercial sales and service capacity


 

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