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Johannesburg: ACCOUNT EXECUTIVE-PERSONAL LINES

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Job Description

Qualifications and Compliance requirements: Minimum two to three years relevant work experience in Short Term Insurance Matric certificate RE certificate NQF Level 4 or 5 certificate in short term insurance NQF Level 4 or 5 Statement of results (150 credits) CPD points for the last cycle (18 hours) Class of business certificate in Personal Lines DOFA Report Personal attributes: Ability to function independently and under pressure; Assertiveness; Continuous Learning; Commitment; Customer Driven; Excellent Communication skills; Flexible and Adaptable to change; Goal oriented; High attention to detail; Honesty, Integrity and Ethical Behaviour; Results oriented; Self-Starter / Proactive / Ability to use own initiative; Team player Account Executive function Existing and New Business 50% of the function will be to manage the existing book of mid-tier to low-tier clients and 50% of the function will be to develop new business. Capture and collate client information Quote and underwrite in line with Insurer Underwriting Guide and mandates; Approach market for quotes Sales Administration Personal Lines functions Renewals: Confirmations Amendments Cancellations Manage own area of control At all times: Annual leave: Ensure all outstanding mails/tasks have been attended to prior to going on leave. Be punctual, keeping to prescribed hours / timekeeping; Deadlines: Ensure all turnaround times and target dates are adhered to; Display personal accountability for own actions, quality of work and personal development; Effectively and efficiently maintain filing system; Ensure that accurate record is kept of all new matters received in the department; Ensure that all deadlines are met, and that SLAs are adhered to; Ensure required response times to emails and telephonic messages are adhered to; Ensure that all relevant Procedure Manuals (Standard Operating Procedures) are adhered to; Exhibit Com[any Core Values at all times (Professionalism, Integrity, Perseverance, Positive Attitude); Maintaining professional behaviour and work ethic; Perform adhoc duties as allocated from time to time; Team player and adhere to the backup arrangement as required by department to ensure cohesion. Demonstrate strength in analysis, decision-making and communication.
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