Insurance Account Manager

1 month ago


Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

Job Title: Account Specialist

About the Role:

We are seeking an experienced Account Specialist to join our team in the Sandton Office. As an Account Specialist, you will play a critical role in supporting client renewals and providing exceptional service to our clients.

Key Responsibilities:

  • Assist client servicing team members with gathering and formatting client renewal information, presentations, proposals, and other documents.
  • Attend internal renewal strategy meetings and client renewal strategy meetings as necessary.
  • Draft reports and certificates for the client executive.
  • Check quoting slips and policy wordings.
  • Collate documents received from various sources into broking notes.
  • Broke/negotiate terms with local market.
  • Analyze and collate terms/quotes/alternatives received for the client executive.
  • Prepare premium calculations.
  • Check policy document is in line with closing instructions.
  • Raise invoices.
  • Develop relationships with insurers at the appropriate level.
  • Credit control/age analysis.

Requirements:

  • Demonstrable insurance experience (2/3 years).
  • RE 05 (Representatives Exam) – Not Essential but nice to have.
  • FAIS Compliant.
  • Working knowledge of Microsoft Word, PowerPoint, and Excel.

About Us:

ZA004 Marsh (Pty) Ltd is a leading insurance broker and risk advisor. With over 45,000 colleagues advising clients in over 130 countries, we serve commercial and individual clients with data-driven risk solutions and advisory services.



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