SHORT TERM INSURANCE : ACCOUNT EXECUTIVE - JHBURG

HR Options; Randburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dynamic Account Executive with extensive experience in Short Term Insurance. This role involves maintaining high service standards, managing client relationships, and ensuring compliance with industry regulations. You will play a crucial part in the sales cycle, from identifying leads to providing exceptional after-sales support. If you have a passion for client service and a drive to exceed expectations, this opportunity offers a chance to grow within a collaborative and innovative environment.

Qualifications

• 5 years experience in Account Executive or similar role.
• 8 years experience in Short Term Insurance.

Responsibilities

• Maintain company standards and provide quality client service.
• Manage the entire sales cycle from leads to securing sales.
• Resolve escalated customer queries and complaints.

Skills

Verbal communication skills

Written communication skills

Client relationship management

Sales cycle management

Compliance knowledge

Education

NQF 5 Full Short Term Qualification

Job description

Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Executive or similar role, 8 Years experience in Short Term Insurance, along with verbal and written communication skills in English and Afrikaans at all levels, will enable you to:

People & Processes:

• Effectively maintain company standards and provide quality client service.
• Build and maintain lasting relationships with clients and partners by understanding their focus and needs, and anticipating them in advance.
• Ensure compliance with regulations and procedures as laid down by the Financial Services Conduct Authority (FSCA), by staying updated with all regulatory changes.
• Oversee and achieve organizational goals while upholding best practices.
• Support and resolve problems for clients by understanding and exceeding their expectations.
• Participate in brainstorming, office activities, staff meetings, and client meetings; research and assist with program development for existing clients and new prospects.
• Follow up with clients regularly to ensure needs are met and identify new opportunities.
• Manage the entire sales cycle from receiving referrals or leads to securing a sale.
• Follow up on leads and referrals.
• Attend to administration and written communication tasks.
• Present products to prospective clients.
• Work with underwriters to amend policies as necessary to meet client needs.
• Provide professional after-sales support to enhance customer experience.
• Negotiate renewals with clients and ensure timelines are met.
• Respond to complaints and resolve issues promptly.
• Save all documentation onto the policy management system.

Service Delivery:

• Maintain service quality and desired outputs within specific functional processes by ensuring compliance with policies, procedures, and standards.
• Resolve escalated customer queries and complaints, providing feedback on resolved matters.
• Develop work routines aligned with operational plans and schedules to meet service delivery goals.
• Share knowledge and participate in creating new standards, control systems, and procedures to maintain high service levels.

Organizational Values and Collaboration:

• Align personal behavior with organizational culture and values.
• Share and transfer product, process, and system knowledge with colleagues.
• Collaborate with the Underwriting team to ensure required service levels are delivered.

Compliance and Continuous Improvement:

• Ensure adherence to organizational policies, practices, and procedures.
• Identify and recommend improvements to processes for enhanced effectiveness.