Client Executive

4 days ago

Stellenbosch, South Africa Marsh Full time

**KEY** **RESP**O**N**SIBI**L**I**T**IES**
- Understand the Client’s business issues, credit insurance programs and service plans
- Responsible for service delivery to the top-tier clients which includes all client meetings (with or without the Insurer).
- Actively source and market trade credit insurance internally and externally
- Achieve pre-agreed new business target
- Working with Marsh specific procedures and guidelines
- Strives to deliver best practice, market leading service and solutions
- Ensure successful renewal of insurance contracts as per the Marsh Trade Credit Professional Standards.
- Conduct service calls, pre-renewal and renewal meetings. Identify the client’s trade credit needs and objectives
- Request and analyse underwriting information and Insurer documentation.
- Prepare and submit accurate market presentations.
- Collate and negotiate renewal terms with existing and prospective insurers
- Assist in preparation of client renewal reports
- Manage declarations, collection and settlement of commissions or fees in accordance with Working Capital Management targets
- Preparation of budget for portfolio and understanding the importance of client profitability, with attention to monthly forecasting
- Keep abreast with the insurance markets (both local and overseas).
- Fostering of sound working relationships with other functional business units.
- Familiarity and compliance with all company policies, statutory and regulatory requirements.
- Ensure that technical, claims and service delivery standards are properly implemented for the client in terms of quality management systems.
- Comprehensive knowledge of all standards applicable in respect of the client service delivery function.
- Ensure all products and services available within Marsh Africa are marketed to the client as appropriate.
- Ensure that premiums are collected and properly matched internally.
- Participation and representation on various industry forums.
- Assist in the preparation of reports on specific projects, as requested
- Assist in supervision, coaching and management of performance of colleagues.
- Undertake specified tasks as directed any management adhering to agreed timescales

**RE**Q**UIRE**M**ENTS: EXPE**R**IENCE **A**ND Q**U**A**L**I**F**I**C**A**T**I**O**N**S**
- Minimum of 5 years appropriate experience in the sales, and client service delivery function.
- Trade Credit insurance or related credit experience of 5 years advantageous
- Relevant formal qualification and AIISA (or similar) advantageous.
- Must be FAIS compliant - minimum 150 credits and have passed RE 5 Examination.
- Fluent in English (compulsory).
- Must have own vehicle and be willing to travel to see clients, and between Marsh offices.

**SK**I**L**L**S AND COMPETENCIES**
- Passionate about clients and service
- Enthusiastic - Energetic yet professional
- Self-disciplined - Required to manage your own portfolio of clients
- Communication - Structures content of communication
- Team player - Takes responsibility for team’s work
- Accuracy - Identifies issues and takes action
- Thinking Client First - Addresses underlying needs of clients
- Impact & Influence - Adapts to increase impact
- Business Awareness - Undertakes relevant research
- Drive for Results - Improves performance
- Leadership: Clarifies objectives
- Innovation: Thinking Outside the Box - Sees clearly through complexity

**OTHER (JOB KNOWLEDGE)**
- Must be able to work in a high pressure environment and behave in a calm manner when under pressure.
- Must show resilience in character, and be able to bounce back from difficult clients or situations.
- Must be able to think on your feet, and have a mature approach to your work and clients.
- Professional personality and behavior at work, (working for a large global business and corporate type clients)
- Must have excellent, professional written skills, minute-taking, report writing skills, and strong attention to detail.
- Must have sales experience in trade credit industry

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