Account Executive
3 days ago
**POSITION OVERVIEW**
The Account Executive builds a client base through identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/she must build relationships with clients to ensure retention of business and facilitate new business. An extensive knowledge of products and providers is necessary. The Account Executive is responsible for complete and accurate administration related to all policies and clients
**KEY PERFORMANCE AREA**
Task Standards Mission, Values and Service Strategy
- To uphold and support the company mission, service strategy and values of Client Service, Professionalism, Performance, Innovation and Partnership
Performance Management
- Key Outcomes in conjunction with manager
- Performance appraisals prepared for as required
Self-Development
- Achieves and maintains FAIS requirements for position
- Keeps abreast of developments relevant to the position
- Continually works towards further self-development
Administration
- Administration related to job completed accurately and on time
- Organised, accurate and up to date files kept for each policyholder (Including reinstated and cancelled)
- Current client database is maintained
- Records and renewals completed accurately and timeously
Relationships
- Relationships developed with own key customers whether internal or external
- High level of customer service in line with TCF objectives maintained to facilitate customer retention and new business opportunities
- Relationships developed with relevant employees in other departments/branches
Sales
- Client base developed by actively networking to find potential clients
- Client needs analysed through interviews and/or inspections
- Features, advantages, disadvantages fully explained to clients and sales closed
- Best product(s) identified and proposed to client
- Premiums calculated and payment methods established
- Premiums, refunds, commissions, adjustments and new reserve requirements calculated using insurance rate standards
Processes
- Risks determined through inspections and/or analysis of data
- Policy requirements such as documentation and medicals are fulfilled
- Worksheets prepared for policies and entered into the computer system
- Initial premiums collected and receipts issued in conjunction with accounts department
- Insurance agent and accounts department notified timeously of policy cancellations
- Existing policies and claims updated to reflect changes and underwriter informed
- Clients notified of any changes by the insurer and vice versa
Product Knowledge
- Extensive knowledge of all classes of insurance and related products maintained
- Insurer knowledge in respect of products offered maintained
- Ideas proposed for new products
- Competitor information gathered and communicated
**EDUCATION/TRAINING**
- Short-term Insurance qualification
- RE completed
- Product Specific training
- Completed Class of Business training
- CPD hours in current cycle
**CORE COMPETENCIES**
- Excellent communication and interaction skills
- Attention to detail
- Proven sales and marketing skills
- High level of administration skills (Filing/record keeping)
- Ability to analyse and take decisions
- Proficient in Microsoft office suite, specifically word and excel
- Sound knowledge insurance products and insurers
- Knowledge of the insurance industry in general
**EXPERIENCE**
Five years in the insurance industry with at least three in an account executive position, ideally responsible for their own portfolio of clients
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