Job Title : Customer Experience Executive

ManpowerGroup; Johannesburg; On-site; ZAR 500 000 - 750 000; Full time

Job summary

A leading personnel solutions company in Johannesburg is looking for an experienced professional in short-term insurance. The role requires managing a business pipeline, achieving sales targets, and building client relationships. Candidates must have a minimum of 7 years in the industry, with 5 years in a commercial sales capacity, alongside relevant qualifications. The position promises opportunity for networking and business development in a supportive company environment.

Qualifications

• Minimum 7 years short term insurance experience.
• 5 of the 7 years in a commercial sales and service role.
• Experience writing medium to large commercial accounts.
• Successful new business acquisitions.
• Experience in customer liaison and relationship building.

Responsibilities

• Compile target lists based on sales plan.
• Develop new business pipeline.
• Prepare action plans for sales leads.
• Initiate and coordinate market penetration.
• Conduct proposal presentations to clients.
• Achieve sales targets and provide after-sales service.
• Identify upselling opportunities.
• Network and implement marketing activities.

Skills

Business Acumen

Broking skills

Influencing and negotiation

Computer Literacy

Communication

Delegation

Analytical Ability

Numeracy skills

Networking

Presentation

Report Writing

Decision making

Time management

Selling

Ability to manage own work and outputs

Education

Matric

Level 4 FETC Short-term Insurance Qualification

Passed FAIS Regulatory Exam

Higher Certificate in Insurance

Post matric qualification (BComm Risk / Accounting, BBA)

Job description

Detail : Key Performance Outputs :

• Compile target lists based on the sales plan for identified clients as well as your own
• Development of new business pipeline
• Prepare action plans for effective search of sales leads and prospects
• Initiate and coordinate development of action plans to penetrate new markets
• Create and conduct proposal presentations to potential Clients
• Achieve new business sales targets in line with sales plans
• Provide after sales service to ensure that the new business vests
• Identify opportunities for up / cross selling and write additional business
• Regular Networking -Identify opportunities and implement marketing and promotional activities
• Build relationships through regular contact, identifying critical decision makers with all stakeholders (Client, Insurers, etc);
• Client Communication - Keep clients informed of developments in the industry and market
• Adhere to FAIS requirements and set company procedures
• Collate all relevant information once opportunity is presented by Potential Client and agree a Mandate.
• Negotiate with Market (Insurers) and obtain best possible proposals. Present to Potential Client using standardized company documentation only.
• Incept covers with Insurers once appointed using standardized company procedures only.
• Obtain a “Letter of Appointment” and “Debit Authority” from Client.
• Issue Client in writing a “Summary of Insurances” in respect of covers laid off
• Introduce the Account Executive to the client appointed on their Account and ensure a smooth handover procedure.
• Maintain a hard copy file throughout process as well as electronic version

Minimum Requirements :

• Matric
• Level 4 FETC Short-term Insurance Qualification
• Passed FAIS Regulatory Exam
• Higher Certificate in Insurance
• Post matric qualification is an advantage (BComm Risk / Accounting, BBA)
• Minimum 7 years short term insurance with 5 of the 7 years in a commercial sales and service capacity in a broking environment.
• Experience writing medium to large commercial accounts
• Successful new business acquisitions
• Experience in customer liaison; building and maintaining relationships
• Experience working in a Brokerage is an advantage

Competencies :

• Business Acumen (understand the economic environment & identify viable financial opportunities)
• Broking skills
• Influencing and negotiation
• Computer Literacy
• Communication
• Delegation
• Analytical Ability
• Numeracy skills
• Networking
• Presentation
• Report Writing
• Decision making
• Time management
• Selling
• Ability to manage own work and outputs

Knowledge :

• Insurance and brokerage industry and environment
• Comprehensive Commercial Insurance Product Knowledge
• Legal requirements of the insurance industry
• Marketing and sales principles
• Knowledge of products and services
• Technical Commercial Insurance Knowledge
• Knowledge of underwriting criteria