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Account Executive (Corporate Accounts)

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Job Description: 

Purpose of the role:

To grow market share by gaining, maintaining, growing and retaining Business accounts.

Key Performance Areas:

  • 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 pro-active dealings with clients
  • Assist clients with claims related problems and report all deviations to management
  • Service Clients in accordance with the Indwe Minimum Commercial Service Standards
  • Retain, Develop and Grow existing client.
  • Provide after-sales service to ensure that the new business vests
  • Identify opportunities for up/cross-selling and write additional business
  • 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
  • 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 the 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
  • 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

Requirements:

  • Minimum 5 years short-term insurance with 3 of the 5 years in a commercial sales and service capacity

Location: 

Centurion, South Africa,

Company: 

iPersonnel Talent Acquisition Service

Education: 

No education

Job Category: 

Insurance

Working Experience: 

2 to 4 years

Contract Type: 

Full Time

Salary: 

R18000 to R25000

Salary Frequency: 

Monthly

Job Reference #: 

323971214

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