Account Executive: Financial Lines

Recruiter:

The Skills Mine

Job Ref:

2315325998

Date posted:

Wednesday, September 4, 2024

Location:

Johannesburg, South Africa

SUMMARY:
-

POSITION INFO:

Requirements

Degree in Finance or relevant qualification required
RE5 certificate
NQF5 STI qualification
Relevant FAIS credits (120 credits) preferred
5 years of Financial Lines Account Executive experience
Technical Broking experience in the field preferred
Insurance Institute Associate designation preferred

Responsibilities

Responsible for Book of business which includes growth (organic, new business, upselling, cross-selling), maintenance, and retention
Regular client interactions and documented outcomes/discussion
Provide good advice to clients and explain policies to protect their assets and protect them against financial loss
Up-to-date knowledge of changes in the insurance industry (class of business training, CPD training, product-specific training)
Compliance knowledge, champion and ensure adherence to all Company's procedures and FAIS requirements
Advocate Treating Customers Fairly principles including internal client’s external clients and third parties (potential new clients)
Take overall accountability for claims on all clients – manage client’s understanding and expectations and deal with any issues
Work with the Claims team on all relevant claims and also liaise with the Claims Manager on complex claims where required
Work with the Technical Broker were requested to ensure that procedures, policies, and documents are completed
Provide clear instructions and complete information to the Technical Broke

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