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Account Executive

4 months ago

sandton Gauteng, South Africa Watershed Consulting Full time

Account Executive - Corporate, Commercial (AA/EE)

Area: Johannesburg or Stellenbosch

Package: R60000-R65000 CTC per month

Job purpose: To service clients and prospective clients in order to retain and manage relationships and portfolios and grow the business. To develop and maintain good working relationships with the rest of the business.

Duties :

Book of business/Sales

  • Responsible for Book of business which includes growth (organic, new business, upselling, cross selling), maintenance and retention
  • Regular client interactions and documented outcomes/discussion
  • Provide good advice to clients and explain policies in order to protect their assets and protect them against financial loss
  • Meeting FAIS requirements in terms of documentation and client record of advice
  • Quotes
  • Assist with Claims and Technical broking
  • Assist and support on rate and insurer negotiations
    • Renewals
    • Endorsements
    • Manage unpaid premium process

Risk Management

  • Up to date knowledge of changes in the insurance industry
  • Compliance knowledge, champion and ensure adherence to all procedures and FAIS requirements
  • Manage clients effectively to avoid exposing the business to risk and incurring Professional Indemnity claims

Claims and Technical Broking

  • Take overall accountability for claims on all clients
  • Work with the Claims team on all relevant claims
  • Assist the Technical Broker where requested to ensure that procedures, policies and documents are completed
  • Provide clear instructions and complete information to the Technical Broker
  • Guide client through the Risk Survey Requirements/Improvements process and assist Technical Broker where required

Required Qualifications & Experience

  • NQF4 Non-Life (Short Term Insurance)
  • RE5
  • NQF5
  • Relevant degree preferred
  • Relevant FAIS credits (120 credits) preferred
  • 5 years related experience with some Technical Broking experience preferred