Account Executive

The Skills Mine; Johannesburg; On-site; ZAR 30,000 - 70,000; Full time

Job summary

An established industry player in the insurance sector is seeking a dedicated professional to manage client relationships and drive business growth. This role involves maintaining a book of business, providing expert advice to clients, and ensuring compliance with industry regulations. The ideal candidate will have up to 5 years of experience, with a strong focus on customer service and communication skills. Join a dynamic team where your contributions will directly impact client satisfaction and business success. If you're passionate about client management and thrive in a fast-paced environment, this is the opportunity for you.

Qualifications

• Up to 5 years of relevant experience with a preference for technical broking experience.
• 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) preferred.

Responsibilities

• Manage a book of business including growth, maintenance, and retention.
• Provide advice to clients and explain policies to protect their assets.
• Ensure compliance with FAIS requirements and manage client complaints.

Skills

Business Development

Customer Service

Revenue Growth

Account Management

Communication

CRM

Excel

Salesforce

Sales Goals

Sales Process

Education

120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS)

Tools

Salesforce

Excel

Job description

Our client is in the Insurance industry.

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 in order to protect their assets and protect them against financial loss
• Meeting FAIS requirements in terms of documentation and client record of advice
• Maintain good intrabranch / department communication and cooperation
• Client Management
• 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 FAIS requirements
• Advocate Treating Customers Fairly principles : internal clients and external third parties (potential new clients)
• Manage clients effectively to avoid exposing the business to risk and incurring Professional Indemnity claims
• Manage clients complaints and escalate if necessary

Requirements

• Up to 5 years of relevant experience with a preference for candidates who have some technical broking experience
• 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)

Up to 5 years of relevant experience, with a preference for candidates who have some technical broking experience RE5 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)

Key Skills

Business Development,Customer Service,Revenue Growth,ABC Analysis,Account Management,Communication,CRM,Excel,Salesforce,PMP,Customer Relationships,Business Relationships,Sales Goals,Sales Process,CPA