Insurance Account Manager
12 hours ago
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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