Key Account Manager

6 months ago

Cape Town, South Africa African Unity Life Ltd Full time

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 follow-up items with regards to clients
- Manage all client-business 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 high-quality 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 6 - 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 industry-relevant track record of in-depth 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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