Senior Client Executive
3 days ago
Well-known insurance company is searching for Snr. Client Executive that will focus on developing small to large corporate clients.
**Requirements**:
- Matric and insurance-related qualification
- Minimum of 5+ years' experience in the insurance industry in a client-facing / sales role
- Must have corporate client experience
- Own vehicle
- Able to connect with C-Level clientele
**Responsibilities**:
- Strategic_
- Undertaking a GAP Analysis on the Client Account
- Operational:_
- Design and implementation of an effective risk management/insurance program per client
- Swift and substantiated escalation of all client service and relationship issues
- Effective service and renewal planning
- Day to day management of service deliverables
- Execution and compliance with utilization of knowledge exchange, and all policies and procedures
- Compliance with filing protocols
- Coordination/management of risk consulting services, the Benefits, and related consultancy services in conjunction with the Snr Relationship Officer
- Maintenance of records
- Oversight of invoicing and administration services - as they relate to clients
- Support the Snr Relationship Officer in all respects
- Credit control in conjunction with the credit control department
- Financial_
- Financial (budget and forecast) reporting to Segment Leader
- Achievement of new business revenue targets
- Achievement of expanded revenue targets
- KPI’s_
- compliance with all policies and procedures
- on time financial reporting
- accurate financial reporting
- account retention
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