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  • Posted: Mar 2, 2021
    Deadline: Not specified
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    Indwe Risk Services (Pty) Ltd is a leading personal, business and specialist risk and insurance advisory business. Indwe came into existence in 2006 - the product of a merger between Thebe Risk Services and Prestasi Brokers, both of which had a formidable history in insurance. Thebe Risk Services was established in 1903 as Hoskens Insurance and in 1992 beca...
    Read more about this company

     

    Account Executive

    SKILLS

    • Business Acumen (understand the economic environment & identify viable financial opportunities)
    • Broking skills – medium to large commercial accounts
    • Influencing and negotiation
    • Computer Literacy
    • Communication
    • Delegation
    • Analytical Ability
    • Negotiation
    • Presentation
    • Decision making
    • Time management
    • Report Writing
    • Selling
    • Ability to manage own work and outputs

    KNOWLEDGE

    • Insurance and brokerage industry and environment
    • Knowledge of specialist liability is an advantage
    • Commercial insurance knowledge to at least an intermediate level on all Commercial classes.
    • Legal requirements of the insurance industry
    • Marketing and sales principles
    • Knowledge of products and services
    • Knowledge of underwriting criteria

    PERSONAL ATTRIBUTES

    • Assertiveness
    • Interpersonal effectiveness
    • Service excellence
    • Ability to effectively adapt to change
    • Attention to detail
    • Self motivated
    • Enthusiastic
    • Result oriented / Deadline orientated
    • Professionalism
    • Ability to work under pressure
    • Work according to set policies and procedures
    • Target driven
    • Creative and innovative
    • Ability to work in a team
    • Ethical
    • Self-confident and visible

      Key Performance Output

    1. Maintain portfolio

    • 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
    • Minimise 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

    2. Growth and profitability

    • 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

    3. Client liaison

    • 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

    4 Client Service administration

    • 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 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

    Method of Application

    Interested and qualified? Go to Indwe Risk Services on www.linkedin.com to apply

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