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  • Posted: Feb 15, 2017
    Deadline: Not specified
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    The Financial Services Exchange (Pty) Ltd, trading as Astute, was launched in April 2000 as a collaborative service between members of the former Life Offices’ Association of South Africa (LOA), now part of the Association for Savings and Investment South Africa (ASISA), which recognised the need to establish an electronic exchange for the long-term in...
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    Key Account Manager

    Job description

    Key Accountabilities

    • Effectively drive and deliver on the key account portfolio (Portfolio Management; Growth of portfolio; Retention of Portfolio; Profitability of Portfolio)
    • Ensure that strategic alignment between portfolio/s and Astute.
    • Manage allocated portfolio with respect to growth, retention, profitability and any other business relevant factors.
    • Ensure positive relationships are built and maintained and excellent customer service provided to various role players (internal & external) in the portfolio.
    • Ensure relevant feedback, information and reports are prepared, submitted and presented to various stakeholders.
    • Deliver the required customer experience, quality of service and personal targets.
    • Identify and create coordinated sales opportunities.
    • Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
    • Manage campaigns and interventions in line with opportunities, available resources, product scope and best practises in short-term insurance.
    • Manage all costs, resource capacity planning and utilisation to support the achievement of sales targets, volumes, operational budgets and plans.
    • Identify and drive opportunities to improve and expand product and service offerings.
    • Lead the measurement, assessment and reporting on the performance of portfolios against targets and industry norms.
    • Translate strategy into relevant service standards and processes, setting, communicating and measuring   the corresponding operational measures and targets.
    • Collate, monitor and resolve customer queries and complaints as per defined process.
    • Management and implementation of ad hoc projects.
    • Keep abreast of market developments and trends.
    • Implement continuous improvements initiated
    • Streamline and integrate existing business processes and systems
    • Keep up to date with Best Operating Practice
    • Identify, prioritise, develop business cases for, present and execute Best Operating Practices
    • Create collaborative relationships with other departments to determine internal and external process improvements designed to enhance the customer experience and value
    • Optimise departmental performance through targeted business intelligence to ensure that it becomes the primary way of driving performance and execution
    • Evaluate and implement new processes/systems and best operating practices
    • Manage effective customer service and relations to drive service excellence
    • Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
    • Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
    • Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals
    • Measure and monitor service delivery compliance of team.
    • ·Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.+
    • Adhere to all financial requirements and ensure cost efficiency through effective management of planned vs. actual
    • Contribute to the development and implementation of fit for purpose budgets.
    • Budget by weighing up costs and risks pertaining to workforce, technology, materials and equipment used
    • Effective budgetary compilation and control
    • Keep within budget constraints for an annual period, monitor planned vs. actual, and report on cost efficiency.
    • Comply with governance controls to reduce risks.
    • Take accountability for the management of business related risks within own area.
    • Operate within agreed mandates as documented in the business rules.
    • Engages with others in line with organisational guidelines, policies, culture and values
    • Align own behaviour with the organisation culture and values.
    • Share and transfer product, process and systems knowledge to colleagues.
    • Collaborate and work with the KAM team to deliver required service levels.
    • Actively participate in the KAM team to ensure functional balanced scorecard objectives are achieved.
    • Ensure achievement of own performance objectives.
    •  Actively share information with other team members regarding successes, issues, trends and ideas.
    • Actively participate in own professional development and career path.

     

    Knowledge and Skills

    • Relevant B degree
    • Long and Short Term industry knowledge
    • Minimum 3 Years KAM experience

    Method of Application

    Applicants should send a MS WORD resume to [email protected] for consideration.

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