Client Executive

2 weeks ago


Pretoria, South Africa Profession Hub Full time

Our client in the insurance industry is looking for a well-informed and dynamic Client Executive to join their team.

**Qualifications and Experience Required**:

- Minimum 5 years of appropriate experience in the commercial sales and client service environment
- Relevant formal qualification
- Must have RE 5
- CPD as per requirement
- Must be FAIS compliant as per DOFA
- Fluent in Afrikaans and English
- Excel, word, and PowerPoint
- Commercial Insurance Brokerage experience
- Must have a valid driver’s license and a car

**Required Skills and Behavioural Competencies**:

- Customer Oriented individual
- Excellent Interpersonal skills
- Planning and organization skills
- Problem-solving skills
- Results driven
- Presentation skills
- Excellent negotiation skills
- Verbal and Written communication skills
- Strong administration skills
- Self-management skills

**Main Duties and Responsibilities**:

- Daily interaction with clients regarding claims, underwriting, and renewals
- Ensure claims, underwriting, and technical delivery standards are implemented and maintained
- Ensure renewals are done timeously
- Ensure premium collection according to regulatory requirements
- Client retention
- New Business Development
- Cross-sell opportunities:

- Ensure all products and services available within the comapny are marketed to the client as appropriate
- Keep abreast with the insurance markets (local)
- Fostering sound working relationships with other functional business units.
- Familiarity and compliance with all company policies, statutory and regulatory requirements

**Preferred Personal Attributes**:

- Passionate about customer service
- Energetic
- Enthusiastic/Self Starter/Initiator
- Excellent interpersonal skills
- Disciplined
- People orientated person
- Team player



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