Personal Lines Key Account Manager

Client Risk Benefit Solutions
Reference # PL Key Account Manager
Published 04/07/2017
Contract Type Permanent
Salary Market Related
Location Bryanston, Gauteng, South Africa
Introduction
Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.
Job Functions Marketing,Sales
Industries Financial Services,Insurance,Marketing
Specification
Financial:

Take appropriate action to minimise cancellations
Ensure new business targets are met
Ensure retention targets are met
Ensure and contribute to minimisation of general expenses

Client:

Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant
Build and maintain mutually beneficial relationships with internal and external stakeholders
Ensure and contribute to achieving own and company required client satisfaction targets

Business processes:

Visit High Nett Worth clients regularly and on request to service existing needs as well as generate and source leads for new business
Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to):
General Enquiries such as but not limited to cover, products, processes etc
New Business, Renewals, Endorsements and Re-broke
Conduct risk assessments
Analyse clients’ portfolios
Request, obtain and assess quotes from insurers
Rate policies
Request, obtain and/or provide clients with all required information and/or documents
Arrange valuations and reinsurance
Raise premiums
File all relevant documentation electronically and in hard copy
Upsell cover to clients where appropriate
Ensure productivity targets are met
Contribute towards and ensure continuous improvement in own and team performance
Adhere to company mandates
Participate and contribute in ad hoc projects
Report any suspected fraud, misrepresentation and/or dishonesty
Keep accurate record of own activities

Learning and growth:

Live the RBS Way
Ensure continuous self-development
Share information and knowledge with the team

Requirements
Matric or equivalent
RE5
FAIS Compliant (credits and/or full qualification)
Computer Literate
Excellent communication skills
2 years’ experience in face to face sales (Short Term Insurance)
2 years’ experience in Personal Lines (Short Term Insurance)
Job Closing Date 31/07/2017
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