Insurance Broker Account Executive

1 week ago


Johannesburg, Gauteng, South Africa PC Staffing Solutions Full time

PURPOSE OF THE JOB:

Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Communicate clear expectations to the client regularly, professionally, and proactively. Manage client service including new client on-boarding, processing updates, filings, and plan documentation.

KEY RESPONSIBILITIES:

  • You will builds a client base through identifying potential clients, presenting them with suitable product proposals and confirming policy sales.
  • You must build relationships with clients to ensure retention of business and facilitate new business.
  • You will have extensive knowledge of products and providers is necessary.
  • The Account Executive is responsible for complete and accurate administration related to all policies and clients
  • Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
  • Communicate clear expectations to the client regularly, professionally, and proactively.
  • Manage client service including new client onboarding, processing updates, filings, and plan documentation.
  • Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners.
  • Manage all policy activity aspects of assigned accounts
  • Review existing programs to determine if additional lines of insurance should be added to suit the needs of the client.
  • Cultivate strong relationships with clients and insurance company partners
  • Brings issues and discrepancies to appropriate leadership

JOB REQUIREMENTS:

  • Strong written and verbal communication skills. Must be able to speak clearly and concisely. the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus.
  • Professional business attire is required.
  • Must possess strong organizational skills and be able to multitask in a fastpaced, deadlinedriven, business environment.
-
Motor Finance Broker Experience (Ideal):

  • Female
  • Advanced proficiency in MS Office suite including Word, Excel, PowerPoint, Outlook, and related software
  • Insurance Academic Qualification
  • Grade 12 Senior Certificate

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