Account Executive (Short Term Insurance Personal Lines)
Gallus Recruitment Consultants
Pretoria, Gauteng, South Africa
3d ago
source : PNet

My client a top Brokerage in the Short Term Insurance Industry is urgently looking for a Business Developer to assist them in building their Personal Lines Book of High Nett Worth Clients.

Candidate must have a minimum of 5 years’ experience working as an Account Executive in the Short Term Insurance Personal Lines and must be registered for Personal Category at FSCA to work without any supervision.

Candidate will be responsible for : Securing business. Business retentions. Effectively and efficiently maintain day to day recording and monitoring of sales activity.

Awareness of sales budgets and targets to drive sales and profits. Accurate record keeping and client documentation. Maintaining professional behaviour and work ethic.

Ensure that all deadlines are met. Ensure required response times to emails and telephonic messages are adhered to. Ensure that all relevant Procedure Manuals (Standard Operating Procedures) are adhered to.

Be punctual, keeping to appointments and prescribed timekeeping. Participation in a Servicing and Sales Team environment to improve sales, profits, margins, increase conversion, as well as actively encouraging a positive selling culture throughout the business.

Manage client portfolio where all clients are serviced and visited where their insurance requirements are effectively and appropriately met in line with best practices and insurance industry regulations and standards.

Retention strategies around existing client base. Assist in training and development and management of Strategic Account performance to generate good customer relations through effective client service and increased sales.

To champion excellent client service relations throughout the business, encouraging and supporting the team to excel to meet and exceed minimum standard operating standards.

Achieving / exceeding set targets and objectives. Minimum Requirements Matric Fully fit and proper (FAIS and RE) Minimum of 5 years’ experience working as an Accounts Executive in the Short Term Insurance Industry Personal Lines High Nett Worth Clients Drivers Licence and own reliable transport Must have a passion for meeting with clients and retaining business Strong technical knowledge Minimum Requirements Matric Fully fit and proper (FAIS and RE) Minimum of 5 years’ experience working as an Accounts Executive in the Short Term Insurance Industry Personal Lines High Nett Worth Clients Drivers Licence and own reliable transport Must have a passion for meeting with clients and retaining business Strong technical knowledge

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