Posted on: 28 July 2024
ID 920148

SHORT TERM INSURANCE: ACCOUNT MANAGER

People & Processes

Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Manager/Executive or similar role, 8 Years experience in Short Term Insurance together with verbal and written communication, in English and Afrikaans, at all levels will enable you to:
  • Effectively maintaining company standards and providing quality client service:
    • Build and maintain lasting relationships with clients and partners by understanding focus and needs, and anticipating them in advance;
    • Ensure compliance with regulations and procedures as laid down by the Financial Services Conduct Authority (FSCA), by keeping up to date with all changes in the regulatory framework;
    • Oversee and achieve organisational goals while upholding best practices;
    • Support and solve problems for clients by understanding and exceeding their expectations;
    • Participate in brainstorming, office activities, staff meetings, and client meetings, researching and assisting with program development for existing clients and new prospects;
    • Follow up with clients regularly to ensure needs are being met and identify opportunities;
    • Manage the entire sales cycle from receiving the referral/lead to securing a sale;
    • Following up on leads and referrals;
    • Attend to administration and written communication;
    • Present products to prospective clients;
    • Work with underwriters to amend policies where necessary in order to meet client needs;
    • Provide professional after-sales support to enhance the customers experience;
    • Negotiate renewals with the client and ensure timeline performance;
    • Respond to complaints and resolve issues;
    • Save all documentation onto the policy management system.
  • Service delivery to ensure customer satisfaction:
    • Maintain service, quality, and desired outputs within a specific functional process through ensuring compliance to policies, procedures, and standards;
    • Resolve escalated customer queries and complaints and provide feedback on matters resolved;
    • Develop work routines in line with operational plans/schedules in order to manage the achievement of service delivery goals;
    • Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.
  • Maintain effective people practices:
    • Align own behaviour with organisation culture and values;
    • Share and transfer product, process and systems knowledge to colleagues;
    • Collaborate and work with the Underwriting team to ensure required service levels are delivered.
Compliance
  • Continuous improvement to ensure effective service:
    • Ensure adherence to organizational policies, practices and procedures;
    • Identify and recommend areas / ways to improve processes.
Occupation:
Finance jobs


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