Account Executive - Financial Lines

• Degree in finance or relevant qualification required
• RE5 certificate
• NQF5 STI qualification
• Relevant FAIS credits (120 credits) preferred
• Five years of financial lines account executive experience
• Technical broking experience in the field preferred
• Insurance institute associate designation preferred

• 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 clients, 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 to ensure that procedures, policies, and documents are completed
• Provide clear instructions and complete information to the technical broker