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South Africa

New Business Account Executive (Commercial Short Term insurance)

Company Risk Benefit Solutions
Reference # 2021-030
Published 01/06/2021
Contract Type Permanent
Location Cape Town, Western Cape, South Africa
Introduction
Join one of the largest Short Term Insurance Brokers in South Africa.
Job Functions Client Services,Sales
Industries Insurance
Specification
Role Purpose
To provide specialist financial advice and provide excellent service in order to retain current clients and secure new business in support of the business strategy.

Outputs
Ensure new business targets are met by generating leads and securing new business
Ensure retention targets are met
Strive to achieve the agreed income budget for book of business
Ensure and contribute to minimisation of expenses
Support and further the growth strategy of the group
Ensure that all stakeholder (e.g. clients, underwriters, insurers) communication is accurate, timeous, professional and relevant
Build and maintain mutually beneficial relationships with internal and external stakeholders
Ensure and contribute to achieving and exceeding own and company required client satisfaction targets by delivering an excellent client service experience
Provide professional and tailored insurance advice to clients that adhere to the company’s quality standard and broader regulatory frameworks and keep a detailed and accurate record of advice
Apply expert business knowledge to understand the client’s operations and compile a risk profile of the client’s business
Perform a comprehensive analysis of the client’s current portfolio and analyse current cover
Provide advice on the need to obtain updated valuations on all assets
To provide a timely professional service when obtaining quotes and conducting market exercises and comparative analysis
Compile and deliver presentations of services that adequately address and mitigate risks and add value to the client’s portfolio
Provide support and advice throughout claims process until finalisation
Act as liaison between client and insurer to facilitate the transfer of documents and information
Follow and ensure adherence to underwriting processes for new business, endorsements, cancellations etc.
Engage in clear, complete and timely communication regarding underwriting support required from underwriting support team
Remain informed regarding movements on client portfolio and act proactively to solve any issues or problems
Action age analysis to ensure continued cover
Accurate and timeous recording keeping
Adhere to company mandates, policies and procedures
Report any suspected fraud, misrepresentation and/or dishonesty
Keep accurate record of own activities
Live the RBS Way
Ensure continuous professional and self-development
Keep abreast of features, benefits and ratings of insurance products available on the market
Share information and knowledge with the team
Requirements
Matric or equivalent
RE5
FAIS Compliant (credits and/or full qualification)
Computer Literate
Excellent communication skills (verbal and written)
A minimum of 8 years’ experience as a Commercial Short Term Insurance Broker
Job Closing Date 15/06/2021
   
   
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Last Updated: 12 days ago [21.06.01.00]
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