- Stellenbosch
- Salary: R60 000.00 - R65 000.00 Per Month
- Job Type: Permanent
- Sectors: Insurance
- Reference: LM
- Employment Equity Position
Vacancy Details
Employer: Watershed Consulting
Location: Johannesburg or Stellenbosch
Job Purpose:
The Account Executive is responsible for managing and growing a portfolio of clients, ensuring their satisfaction, and fostering long-term relationships. This role involves maintaining strong connections within the business and with clients to drive business growth and retention.
Required Skills
- Account Management: 5 to 6 years
- Insurance Products: 5 to 6 years
Candidate Requirements
Qualifications & Experience Required:
· A minimum of 5 years of related experience, with a preference for candidates with Technical Broking experience
· A relevant degree is preferred
· NQF5 certification
· NQF4 in Short Term Insurance
· RE5 certification
· FAIS credits (120 credits)
Key Responsibilities:
Client Portfolio Management & Sales:
· Manage a portfolio of clients, focusing on growth (organic, new business, upselling, cross-selling), retention, and maintenance.
· Conduct regular client meetings, documenting all interactions and discussions.
· Provide expert advice to clients, explaining policies to protect their assets and minimize financial risks.
· Ensure compliance with FAIS requirements, including maintaining accurate documentation and client records of advice.
· Prepare and present quotes.
· Assist with claims management and technical broking tasks.
· Support rate and insurer negotiations.
· Handle renewals and endorsements.
· Manage the unpaid premium process.
Risk Management:
· Stay informed about industry changes and updates in the insurance sector.
· Act as a compliance advocate, ensuring adherence to all procedures and FAIS regulations.
· Effectively manage client relationships to minimize business risk and avoid Professional Indemnity claims.
Claims & Technical Broking:
· Assume full accountability for client claims.
· Collaborate closely with the Claims team on all relevant claims.
· Support the Technical Broker in completing procedures, policies, and documentation.
· Provide clear and detailed instructions to the Technical Broker.
Guide clients through the Risk Survey Requirements/Improvements process, offering assistance to the Technical Broker as needed
1 person has applied for this job. 192 people have viewed this job.
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