Key Account Manager
2 weeks ago
African Unity Life Limited An Authorised Financial Services Provider, operating within the life insurance industry in South Africa, requires the services of a Key Account Manager.
Role purpose:
To retain clients and nurture those key relationships over time. Become a strategic partner and advisor to the client, discovering new opportunities to work together for mutual benefit.
- Take over client service responsibility for existing clients
- Coordinate the successful onboarding of new clients between business and sales
- Develop client retention, growth plans and strategies for developing profitable business with clients
- Develop trust relationships with clients
- Acquire a thorough understanding of client needs and requirements
- Identify needs & grow client portfolios and revenue through the selling of additional products
- Ensure the correct services are delivered to clients in a timely manner
- Always ensure that, the company's brand, positioning and marketing profile are optimised and that the company's reputation is, in so doing, continuously enhanced
- Serve as the link of communication between clients and the internal team
- Provide ongoing information and updates on products and services to clients
- Ensuring that existing relationships with clients and other role players are strengthened and built continuously
- Adhering to customer service and service level agreement management
- Manages, planning, scheduling, and attending of all client meetings
- Oversee all followup items with regards to clients
- Manage all clientbusiness communications
- Communicate client instructions in writing to relevant support functions
- Provides excellent face to face and telephonic service to clients
- Builds sustainable relationships that enhance the brand
- Monitoring client relationship status
- Resolve problems and ensure clients receive highquality service
- Attend to queries within agreed timelines
- Collaborate to ensure client satisfaction
- Monitoring clients' payment cycles and outstanding payments to ensure compliance with payment terms and agreements
- Review and report on client retention, business opportunities and market trends
- Ensure alignment to Treating Customers Fairly (TCF) in all business practices business
Qualifications
- Matric
- Tertiary qualification (BCom, Sales and Marketing other relevant degrees advantageous).
- Must meet the FAIS Act qualifications requirements. (RE5 and RE1)
Experience and skills
- Minimum of 8 years within the insurance industry in a similar position
- Experience in the funeral, credit life, group life, disability, medical insurance, and employee benefit products
- Proven experience in the insurance industry relating to client services providing solutions based on client needs
- Proven industryrelevant track record of indepth knowledge of the insurance domain, associated standards, practices, and regulations
- Proven track record of client satisfaction
- Established record of connections and relationships within the industry
- Experience dealing with intermediaries
- Computer Literacy
- Attention to detail
- Communication (verbal and written)
- Facilitation and presentation skills
- Interpersonal skills
- Negotiation skills
Job Type:
Permanent
Application Question(s):
- Do you have your RE5 ?
- Do you have your RE1?
Education:
- High School (matric) (required)
Experience:
Key Account Management: 6 years (required)
Insurance Industry: 6 years (required)
Funeral Insurance: 3 years (required)
Credit Life: 3 years (required)
Disability Insurance: 3 years (required)
Medical Insurance: 3 years (required)
- Employee benefits: 3 years (required)
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