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Account Executive: Financial Lines
Remuneration: | cost-to-company |
Benefits: | |
Location: | Johannesburg |
Job level: | Senior |
Type: | Permanent |
Company: | THE SKILLS MINE (PTY) LTD |
Job description
Requirements
- Degree in Finance or relevant qualification required
- RE5 certificate
- NQF5 STI qualification
- Relevant FAIS credits (120 credits) preferred
- 5 years of Financial Lines Account Executive experience
- Technical Broking experience in the field preferred
- Insurance Institute Associate designation preferred
Responsibilities
- Responsible for Book of business which includes growth (organic, new business, upselling, cross-selling), maintenance, and retention
- Regular client interactions and documented outcomes/discussion
- Provide good advice to clients and explain policies to protect their assets and protect them against financial loss
- Up-to-date knowledge of changes in the insurance industry (class of business training, CPD training, product-specific training)
- Compliance knowledge, champion and ensure adherence to all Company's procedures and FAIS requirements
- Advocate Treating Customers Fairly principles including internal client’s external clients and third parties (potential new clients)
- Take overall accountability for claims on all clients – manage client’s understanding and expectations and deal with any issues
- Work with the Claims team on all relevant claims and also liaise with the Claims Manager on complex claims where required
- Work with the Technical Broker were requested to ensure that procedures, policies, and documents are completed
- Provide clear instructions and complete information to the Technical Broke
Requirements
- Claims
- Insurance
- Key Accounts Management
- Relationship Building
- Risk Management
- Sales
Posted on 29 Aug 09:50, Closing date 28 Sep
Connecting highly talented individuals with organisations that recognise the power of talent to optimise business effectiveness.
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