Senior Account Executive at Apex Business Intelligence (Pty) Ltd

Job Description

The successful candidate will be required to:

• Actively develop new business opportunities
• Prepare a prospect list of potential new clients if required
• Ensure the creation and distribution of new business proposals
• Understand clients’ needs and requirements.
• Initiate renewal in line with standard operating procedures; obtain renewal quote, finalise terms with underwriter and confirm quote back to client
• Place business in the market and confirm placement to client
• Sell, expand and renew property and casualty products and services, handling all aspects of the placement from initial market selection through policy delivery to client
• Ensure placements are handled correctly and on time
• Place business in the market and confirm placement to client
• Handle renewals, premium debits, collections and claims in accordance with standard operating procedures
• Develop products to meet client needs and industry capabilities
• Ensure all claims are processed/resolved/settled speedily.
• Develop and maintain a relationship with existing as well as prospective clients.
• Develop and maintain an excellent knowledge of local & international insurance market including specific insurer’s strengths and weaknesses.
• Develop & maintain relationships with Insurer representatives.
• Ensure that all statutory and company regulations are followed to protect clients, and business interests
• Adhere to operating procedures; contribute to successful audit score
• Actively monitor own performance and meet individual targets as set out in performance scorecard.
• Acquire and maintain required level of product and regulatory knowledge as appropriate to the role
• Completion of annual CPD requirements

The successful candidate will be required to have:

• Minimum 10 years' insurance brokerage and/or underwriting experience with a focus on property and casualty services/products and risks
• Proven client-relationship skills, including effective presentation skills and written and oral communication.
• New business development skills.
• Must meet Fit and Proper requirements for Representatives
• FAIS (RE5),
• Must be registered with the FSB

Should you meet the above requirements and would like to explore this opportunity further, please feel free to apply.