Client Manager (Short Term Insurance)

SUMMARY:
Our client, an industry leader in the Short Term Insurance space, is currently looking to employ an experienced  Client Manager to their Port Elizabeth based team.

Awesome career opportunity awaits.

POSITION INFO:
Requirements:

• A minimum of Grade 12 or equivalent.
• A bachelor’s degree is preferable.
• Excellent knowledge of policy wordings
• Must be registered as a representative with the FSCA in terms of the FAIS Act.
• Must be registered as an associate with the IISA.
• A comprehensive knowledge of the South short-term insurance markets.
• Have a minimum of 5 - 10 years’ experience in a similar or related role.
• A valid driver’s license.
• Computer literacy.

• Responsible for leading, developing, and improving the day-to-day client relationship.
• Responsible for building a client profile, including risk and needs analysis, for the client portfolio.
• Responsible for contributing to the renewal process, which includes:
• Preparing pre-renewal documents.
• Meeting with clients.
• Sending renewal notifications.
• Sending cancellation letters where applicable.
• Responsible for structuring insurance programmes to meet the needs of portfolio clients.
• Responsible for producing client documentation (including policy documents and claims statistics).
• Leads or contributes to renewal meetings.
• Leads or contributes to fee negotiations.
• Responsible for maintaining and improving client satisfaction, retention, revenue, and profitability.
• Responsible for ensuring compliant dealings with clients.
• Contributes to the development of new business with existing or new clients.
• Coordinates teams of Client Service Advisors (where applicable) to ensure client service standards are met.
• Acts as support to the Strategic Account Manager or Business Manager on larger, more complex accounts.
• Responsible for credit control.