Pretoria: ACCOUNT EXECUTIVE posted by HR Option
Posted on 2025-08-06 00:00:00
| Employer | HR Option |
|---|---|
| Category | Accountant |
| Location | Gauteng / Pretoria |
Job Summary
A well established company within the financial sector requires a Account Executive.
The following education, experience and languages, will be beneficial:
Formal Education
- NQF 5 Full Short Term Qualification approved by FSCA.
Experience
- 5 Years in an Account Executive or similar role.
- 8 Years in Short Term Insurance.
Language Requirements
- Verbal and written in both English and Afrikaans.
DUTIES
People and processes
Effectively maintaining company standards and providing quality client service:
- Build and maintain lasting relationships with clients and partners by understanding focus and needs, and anticipating them in advance.
- Ensure compliance with regulations and procedures as laid down by the Financial Services Conduct Authority (FSCA), by keeping up to date with all changes in the regulatory framework.
- Oversee and achieve organisational goals while upholding best practices.
- Support and solve problems for clients by understanding and exceeding their expectations.
- Participate in brainstorming, office activities, staff meetings, and client meetings, researching and assisting with program development for existing clients and new prospects.
- Follow up with clients regularly to ensure needs are being met and identify opportunities.
- Manage the entire sales cycle from receiving the referral/lead to securing a sale.
- Following up on leads and referrals.
- Attend to administration and written communication.
- Present products to prospective clients.
- Work with underwriters to amend policies where necessary in order to meet client needs.
- Provide professional after-sales support to enhance the customers’ experience.
- Negotiate renewals with the client and ensure timeline performance.
- Respond to complaints and resolve issues.
- Save all documentation onto the policy management system.
Service delivery to ensure customer satisfaction:
- Maintain service, quality, and desired outputs within a specific functional process through ensuring compliance to policies, procedures, and standards.
- Resolve escalated customer queries and complaints and provide feedback on matters resolved.
- Develop work routines in line with operational plans/schedules in order to manage the achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.
Maintain effective people practices:
- Align own behaviour with organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the Underwriting team to ensure required service levels are delivered.
- Compliance
Compliance
- Continuous improvement to ensure effective service
- Ensure adherence to organizational policies, practices and procedures.
- Identify and recommend areas / ways to improve processes.
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