Account Executive

• 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 clients Minimum Commercial Service Standards

• Retain, Develop, and Grow existing clients.
• Provide after-sales service for new business
• 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 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)
• Advise relevant parties of unpaid items

• Financial Services Sector
• South African Regulatory framework of Insurance / brokerage industry
• Competitive environment
• Customer Focus
• Service Excellence
• Target-driven environment

• External Clients
• Suppliers (Insurers)
• Internal customers: internal divisions and departments

• Matric

• Post matric qualification is an advantage (BCom Risk/Accounting, BBA)
• Passed RE Qualification

• Account Executive
• 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.

• 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

• Insurance and brokerage industry and environment
• Knowledge of specialist liability is an advantage
• Commercial insurance knowledge to at least an intermediate level on all Commercial classes.
• Legal requirements of the insurance industry
• Marketing and sales principles
• Knowledge of products and services
• Knowledge of underwriting criteria

Job Mail