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Business Development Manager

2 months ago

Johannesburg, Gauteng, South Africa Watershed Consulting Full time
Job Title: Account Executive

At Watershed Consulting, we are seeking a highly skilled and experienced Account Executive to join our team. As an Account Executive, you will be responsible for managing and growing a portfolio of clients, ensuring their satisfaction, and fostering long-term relationships.

Key Responsibilities:
  • Manage a portfolio of clients, focusing on growth, retention, and maintenance.
  • Conduct regular client meetings, documenting all interactions and discussions.
  • Provide expert advice to clients, explaining policies to protect their assets and minimize financial risks.
  • Ensure compliance with FAIS requirements, including maintaining accurate documentation and client records of advice.
  • Prepare and present quotes, assist with claims management, and support rate and insurer negotiations.
  • Manage the unpaid premium process and stay informed about industry changes and updates in the insurance sector.
Requirements:
  • A minimum of 5 years of related experience, with a preference for candidates with Technical Broking experience.
  • A relevant degree is preferred, and NQF5 certification is required.
  • NQF4 in Short Term Insurance and RE5 certification are also required.
  • FAIS credits (120 credits) are necessary.

We are looking for a highly motivated and experienced professional who can provide exceptional client service and drive business growth. If you have a passion for insurance and a strong desire to succeed, we encourage you to apply for this exciting opportunity.