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George: Account Executive posted by Manpower Group

George: Account Executive posted by Manpower Group

Posted on 2025-09-21 00:00:00

Employer Manpower Group
Category Other Insurance
Location Western Cape  / George

Job Summary

Key Performance Outputs: 
Main Portfolio:

  • Attend to all client queries (revision/ renewals, rate negotiations with 
  • insurers, amendments, cancellations, unpaid premiums)
  • Do up and cross-selling of products
  • Attend to audit lists regarding information captured into the system
  • Minimize cancellations through regular and proactive dealings with clients
  • Assist clients with claims-related problems and report all deviations to management
  • Service Clients in accordance with the clients Minimum Commercial Service Standards

Growth and profitability:

  • Retain, Develop, and Grow existing clients.
  • Provide after-sales service for new business
  • Identify opportunities for up/cross-selling and write additional business

Client liaison:

  • 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

Client Service administration:

  • Adhere to FAIS requirements and set company procedures
  • Ensure that policies and endorsements are loaded onto the system
  • Ensure that claims are registered and follow up until claim is finalized. 
  • Maintain renewal lists and ensure that renewal schedules are sent to clients
  • Responsible for proactive underwriting
  • Business administration – new, amendments, additions, renewals
  • Ensure all communication with the client is in accordance with FAIS minimum standards 
  • General correspondence and e-mails to clients according to company standards
  • Compile and submit reports on time to line manager as per set standard
  • Accurate and Prompt Partner registration and ensure that payments are made

Perform credit control:

  • Ensure that debit order information is updated and liaise with the bank
  • Collect money from clients electronically (where applicable)
  • Advise relevant parties of unpaid items

Context: 

  • Financial Services Sector
  • South African Regulatory framework of Insurance / brokerage industry
  • Competitive environment
  • Customer Focus
  • Service Excellence
  • Target-driven environment

Customers:

  • External Clients
  • Suppliers (Insurers)
  • Internal customers: internal divisions and departments

Minimum Requirements:

  • Matric
    Level 4 FETC in Short-term Insurance
  • Higher Certificate in Insurance 
  • Post matric qualification is an advantage (BCom Risk/Accounting, BBA)
  • Passed RE Qualification

Experience:

  • Account Executive
  • Minimum 7 years short term insurance with 3 of the 7 years in a commercial account servicing and sales capacity. 
  • Experience working in a Brokerage.
View Job  Pretoria: Clerk: Marketing Sales Administration (Insurance) posted by AtripleA recruitment & temps

Skills:

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

Knowledge:

  • Insurance and brokerage industry and environment
  • Knowledge of specialist liability is an advantage
  • Commercial insurance knowledge to at least an intermediate level on all Commercial classes. 
  • Legal requirements of the insurance industry
  • Marketing and sales principles
  • Knowledge of products and services
  • Knowledge of underwriting criteria

Please note that only shortlisted candidates will be contacted. 

Click Go Apply to apply online!


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