George: Account Executive posted by Manpower Group
Posted on 2025-07-07 00:00:00
| Employer | Manpower Group |
|---|---|
| Category | Other Insurance |
| Location | Western Cape / George |
Job Summary
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.
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.
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