Insurance Broker Account Executive
2 days ago
**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 on-boarding, 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 multi-task in a fast-paced, deadline-driven, 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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