Client Executive
Marsh McLennan
Bloemfontein, South Africa
5d ago

Client Executive - Corporate


Main Duties and Responsibilities

  • Daily interaction with clients regarding claims, underwriting and renewals
  • Ensure claims, underwriting and technical delivery standards are implemented and maintained
  • Ensure renewals is done timeously
  • Ensure premium collection according to regulatory requirements
  • Client retention
  • New Business development
  • Cross sell opportunities :
  • Ensure all products and services available within Marsh Africa are marketed to the client as appropriate
  • Keep abreast with the insurance markets (local)
  • Fostering of sound working relationships with other functional business units.
  • Familiarity and compliance with all company policies, statutory and regulatory requirements.
  • Qualification and Experience Required

  • Minimum 5 year appropriate experience in the commercial sales and client service environment
  • Relevant formal qualification
  • Must have RE 5
  • CPD as per requirement
  • Must be FAIS compliant as per DOFA
  • Fluent in Afrikaans and English
  • Excel, word and power point
  • Commercial Insurance Brokerage experience
  • Must have a valid driver’s licence and a car
  • Required Skills & Behavioural Competencies

  • Customer Oriented individual
  • Excellent Interpersonal skills
  • Planning and organisation skills
  • Problem solving skills
  • Results driven
  • Presentation skills
  • Excellent negotiation skills
  • Verbal and Written communication skills
  • Strong administration skills
  • Self-management skills
  • Preferred Personal Attributes

  • Passionate about customer service
  • Energetic
  • Enthusiastic / Self Starter / Initiator
  • Excellent inter personal skills
  • Disciplined
  • People orientated person
  • Team player
  • On submission you will be required to send :

  • Confirmation of Date of First Appointment from the FSB (DOFA)
  • FSCA Recognised Qualification / Proof of Credits obtained from INSETA
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