Short-Term Insurance Account Executives

Recruiter:

Multiform Human Development

Job Ref:

JHB000090/NV

Date posted:

Wednesday, October 26, 2022

Location:

Capetown, South Africa

SUMMARY:
An industry leader within the financial advisory industry, based in the GAUTENG and WESTERN CAPE PROVINCE is recruiting for experienced, qualified and skilled Short-Term Insurance Account Executives

JOB DESCRIPTION:

Remuneration: to be discussed during the interview process and to be agreed as a percentage on the administration fee, VAT inclusive, received by the Company, on the portfolio under his or her management.
Nature of employment: The successful incumbent will be employed on a permanent basis after completion of a probationary period.
Experience
The successful incumbent will have at least two (2) years’ experience as a client portfolio manager / underwriter
Formal education and qualifications as a minimum requirement

Class of Business in Short-term Personal and Commercial Lines
B-Comm Degree or a Higher Certificate in Short-term Insurance – NQF 5 (minimum 120 credits)
Regulatory Exam for representatives (RE5)

Inherent requirements and skills applicable to this vacancy

Excellent analytical skills
Excellent communication skills
Passionate about customer care
Ability to work independently
Attention to detail
Innovative, outgoing and a dynamic persona

Responsibilities

Marketing of Short-Term Insurance products – personal and commercial line insurance
Building and maintaining business relationships with clients
Analyse markets, service providers and products to meet set targets
Focus to add new clients on the portfolio
Discussing and assessing clients’ current and future short-term insurance needs
Researching insurance policies and products and stay informed with change strategies from service providers
Negotiating policy terms and costs with insurance providers
Arranging insurance cover for clients with the insurance provider
Keeping detailed records on the relevant systems
Preparing management reports
Advising clients on claims
Renewing or amending existing policies for clients
Undertaking general administrative duties
Marketing ventures to reach minimum goals
All new and existing clients must be aware of the complete Financial Service that the Company renders
Maintain constant portfolio growth through the recruitment of new clients
Give guidance to Administrators with regard to work procedures

Shortlisted candidates will be expected to undergo psychometric testing and background screening. Applicants who fulfil the abovementioned requirements are invited to apply for the position by following the link:

Closing date: 16 November 2022

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

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