Ithemba Recruitment- Sourcing Top Talent
Account Executive at Ithemba… · Location…
Mid LevelOn-siteFull-timeNot specified
Job Description
Purpose of the role:
- Ensure new business targets are met by generating leads and securing new business
- Ensure retention targets are met
- Strive to achieve the agreed income budget for book of business
- Ensure and contribute to minimisation of expenses
- Support and further the growth strategy of the group
- Ensure that all stakeholder (e.g. clients, underwriters, insurers) communication is accurate, timeous, professional and relevant
- Build and maintain mutually beneficial relationships with internal and external stakeholders
- Ensure and contribute to achieving and exceeding own and company required client satisfaction targets by delivering an excellent client service experience
- Provide professional and tailored insurance advice to clients that adhere to the company's quality standard and broader regulatory frameworks and keep a detailed and accurate record of advice
- Apply expert business knowledge to understand the clients operations and compile a risk profile of the clients business
- Perform a comprehensive analysis of the clients current portfolio and analyse current cover
- Provide advice on the need to obtain updated valuations on all assets
- To provide a timely professional service when obtaining quotes and conducting market exercises and comparative analysis
- Compile and deliver presentations of services that adequately address and mitigate risks and add value to the clients portfolio
- Provide support and advice throughout claims process until finalisation
- Act as liaison between client and insurer to facilitate the transfer of documents and information
- Follow and ensure adherence to underwriting processes for new business, endorsements, cancellations etc.
- Engage in clear, complete and timely communication regarding underwriting support required from underwriting support team
- Remain informed regarding movements on client portfolio and act proactively to solve any issues or problems
- Action age analysis to ensure continued cover
- File all relevant documentation electronically and in hard copy
- Contribute towards and ensure continuous improvement in own and team performance
- Adhere to company mandates
- Report any suspected fraud, misrepresentation and/or dishonesty
- Keep accurate record of own activities
- Matric or equivalent
- RE5
- FAIS Compliant (credits and/or full qualification)
- Computer Literate
- Excellent communication skills (verbal and written)
- 3-5 years experience in commercial and personal short-term insurance sales