Account Executive at Indwe Risk Services

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