Insurance Portfolio Specialist

3 days ago


Port Elizabeth, Eastern Cape, South Africa IIE MSA and IIE Varsity College Full time

Job Description

The Client Relationship Executive is a pivotal role within our organization, focusing on developing strong client relationships and driving business growth. This position requires excellent communication and interpersonal skills, as well as the ability to analyze complex client needs and tailor solutions accordingly.

Key Responsibilities:

  • Analyze client requirements and develop tailored insurance portfolios that meet their needs.
  • Maintain open communication channels with clients to ensure their satisfaction and address any concerns promptly.
  • Evaluate client risks and provide recommendations for risk mitigation strategies.
  • Develop and implement comprehensive business plans to achieve targets and drive revenue growth.
  • Foster internal and external relationships with clients and colleagues alike.
  • Stay up-to-date with commercial insurance market trends and developments.
  • Achieve/exceed sales targets consistently and contribute to a positive team environment.

Requirements:

  • Completed Matric or National Senior Certificate.
  • FAIS credits / Full Insurance Qualifications (Depending on DOFA).
  • RE5 (Depending on DOFA).
  • A reliable vehicle and valid code B driver's license.
  • At least 3 years external sales experience (if not from the insurance industry).
  • Experience in sales, retail, or business development roles.


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