Duties and Responsibilities:

• Responsible for leading, developing and improving the day to day client relationship
• Responsible for a portfolio of client accounts and manages and co-ordinates all related activities including building a “client profile” of risks and needs analysis
• Prepares pre-renewal documents and arranges to meet with clients, including sending renewal notifications to clients, as well as cancellation letters (where applicable)
• Structures an insurance programmes to meet these needs including producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiation
• Responsible for maintaining and improving client satisfaction, retention, revenue and profitability
• Responsible for compliant dealings with clients
• Contributes into the development of new business with either existing or new clients – spots opportunities for increasing revenue and follows up appropriately
• In addition will co-ordinate teams of Client Service Advisors (where applicable) to ensure client service standards are met
• Acts as a support to Strategic Account Manager/ Business Manager on larger, more complex accounts
• Responsible for credit control
• Review the Business Leadership Model expectations

Education & Certification

• A Bachelor’s degree is preferable
• Must be registered as a representative with the FSB in terms of the FAIS Act
• Must be registered as an associate with the IISA

Competencies, Knowledge & Experience

• Have a minimum of 5 – 10 years’ experience in a similar or related role
• Have extensive experience in Insurance
• Very good knowledge of Policy wordings
• Can confidently articulate the business proposition and how it differentiates the business and benefit the clients

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