Client Executive (Insurance Industry)

Client Executive (Insurance Industry)

Executive Placements | Pretoria, GT, ZA

Posted 13 days ago

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Our client in the insurance industry is looking for a well-informed and dynamic Client Executive to join their team.

Qualifications and Experience Required:

Minimum 5 years of appropriate experience in the commercial sales and client service environment
Relevant formal qualification
Must have RE 5
CPD as per requirement
 Must be FAIS compliant as per DOFA
Fluent in Afrikaans and English
Excel, word, and PowerPoint
Commercial Insurance Brokerage experience
 Must have a valid driver’s license and a car

Required Skills and Behavioural Competencies:

Customer Oriented individual
Excellent Interpersonal skills
Planning and organization skills
Problem-solving skills
Results driven
Presentation skills
Excellent negotiation skills
Verbal and Written communication skills
Strong administration skills
Self-management skills

Main Duties and Responsibilities:

Daily interaction with clients regarding claims, underwriting, and renewals
Ensure claims, underwriting, and technical delivery standards are implemented and maintained
Ensure renewals are done timeously
Ensure premium collection according to regulatory requirements
Client retention
New Business Development
Cross-sell opportunities:
Ensure all products and services available within the comapny are marketed to the client as appropriate
Keep abreast with the insurance markets (local)
Fostering sound working relationships with other functional business units.
Familiarity and compliance with all company policies, statutory and regulatory requirements

Preferred Personal Attributes:

Passionate about customer service
Enthusiastic/Self Starter/Initiator
Excellent interpersonal skills
People orientated person
Team player