Key Account Manager at Transact and Protect Insure (TPI)

ROLES & RESPONSIBILITIES

The ideal candidate will be a proactive and strong self-starter with great attention to detail. A relevant business, administrative and/or marketing degree would be essential and a continued desire for professional development. The candidate needs to have a grasp of the financial services industry and a keen interest in FinTech, InsurerTech and innovation. You would receive a remuneration package that would be commensurate with your experience. The remuneration would be structured as a basic monthly cost to company with uncapped commission.

Key responsibilities:

• Develop business with the assigned key accounts
• Prospect for and onboard new key accounts
• Create strategic development plans, including active sales pipeline and implementation, to build new profitable business
• Track and report progress with implementation of strategic plan, customer budgets, and ongoing forecasts
• Train business development team regarding different phases of the sales cycle and meeting projects’ goals
• Perform analysis to determine opportunities in the market
• Assess the profitability of existing products and service offerings
• Improve existing business by increasing profitability and customer satisfaction
• Manage business deals from negotiation to close
• Monitor contracts implementation from contract performance, customer payment terms, to delivery terms
• Build and maintain long-lasting customer relationships

KEY PERFORMANCE AREAS

• Develop and manage a development plan in order to meet the overall objectives in terms of the annual growth plans
• Business case / proposal development - identifying business opportunities for growth
• Project coordination, management and resourcing
• Financial Advisory and Intermediary Services Act implementation and adherence
• Distributor account management
• General administration functions when required

SKILL REQUIREMENTS & EXPERIENCE

• Relevant business degree, ideally Business Sciences / B.Com / Marketing Diploma
• Proven experience as Key Account Manager
• Marketing of financial products
• Affinity insurance distribution strategies (advantageous)
• Business development experience
• Client liaison and support experience
• Customer service experience
• Marketing, preparation of power point presentations and proposals
• Business development
• Excellent verbal and written communication in English
• Take responsibility for the image of the company.
• Ability to maintain a friendly and professional demeanour when interacting with customers.
• Marketing, preparation of power point presentations and proposals

PERSONAL COMPETENCY REQUIREMENTS

• Passion for financial services and technology
• A self-motivated “go getter” who will deliver upon the company’s growth objectives
• Delivery and deadline focused with excellent management skills and attention to detail; ability to coordinate and multitask
• Goal orientated and target driven
• Ability to work independently and as part of a team; flexible team player
• Ability to interact with clients and ensure excellent service delivery
• Ability to adapt and understand new ways of working
• Constant personal improvement to be the best you can be; ability to grow with a young business
• Excellent communication skills
• Calm and effective approach to all obstacles and scenarios
• Own transport essential

KEY RELATIONSHIPS & INTERACTIONS

• COO / CEO
• Legal & Compliance
• Business Development and E-Commerce
• Clients (Affinity Partner and brokers)
• Insurance Company Partner (e.g. Underwriting Companies)
• Technology Providers & Platform

SOFTWARE EXPERTISE

• XLSX - excellent
• Word - excellent
• PowerPoint – excellent
• CRM - Good