Account Executive

2 weeks ago

Cape Town, Western Cape, South Africa RBS Insurance Brokers Full time

Role Purpose


To provide specialist financial advice and provide excellent service in order to retain current clients and secure new business in support of the business strategy.


Financial:

  • 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 minimization of expenses.
  • Support and further the growth strategy of the group.

Client:

  • 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.

Business processes:


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.


  • Perform a comprehensive analysis of the client's 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 client's 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.

Learning and growth:

  • Live the RBS Way by committing to organisational value.
  • Ensure continuous professional and selfdevelopment.
  • Keep abreast of features, benefits and ratings of insurance products available on the market.
  • Share information and knowledge with the team.

Requirements:

Minimum qualifications and skills:

RE5.

FAIS Compliant.

Excellent communication skills (verbal and written).

Excellent client services skills.

Excellent sales skills.

Driven and self-motivated.

Valid driver's license and own reliable transport.

Minimum Experience:

8 years' experience in commercial lines short-term insurance in a client facing role.

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