To maintain and grow an existing portfolio of clients through relationship management, financial process efficiencies and new business acquisition.
Requirements
- Relevant tertiary qualification B.Comm/B.Comm Accountiing
- FAIS compliant
- Related Insurance qualification (preferred)
- At least 5 years experience in client services and operations within an Insurance services environment
- At least 5 years business management experience
- Knowledge and experience of the financial services or insurance industry
- Cell Captive Insurance Model experience will be an advantage
- Developing an ongoing prospect pipeline through liaison within the greater business, client relationship
- Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
- Developing Guardrisk image and presence
- Identifying opportunities to maintain and grow the portfolio
- Conducting meetings with clients and discussing pertinent business risks and develop/enhance solutions accordingly
- Distributing and discussing statistical information
- Checking and forwarding financial statements to clients
- Designing and preparing status reports
- Providing prompt authorisation of claim payments
- Dealing with client queries
- Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client
- Evaluating clients needs and requirements to enhance cross selling of other Guardrisk products
- Participating in renewal process with broker/client
- Ensuring all documentation pertaining to the insurance programme /facility is in place
- Achieving a targeted annual new business budget
- Creating and maintaining business relationships to ensure new business growth of both income and clients
- Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level
- Building and maintaining relationships at client, and interdepartmental levels
- Liaising with Underwriting, Finance, Actuarial, Claims departments
- Finalising pricing, cost and income structure
- Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
- Compiling and managing budget
- Marketing Guardrisk products and services
- Following-up on inquiries and queries
- Sourcing potential client and products
- Liaising with the technical review teams
- Advising technical review teams of all pertinent information prior to each review
- Providing input into the development of the annual review plan
- Setting up review meetings with clients in consultation with technical review teams
- Maintaining CSA (monthly) questions through the CURA Risk Management System
- Attending monthly Operational meeting
- Travel to clients and/or prospects where required
- Administrating client files
- Assisting Executive with Divisional reporting and where required, provide the necessary support
- Maintaining monthly prospects list and report back on divisional issues
- Monthly budget review and reporting on variances and new business targets
- Tracking renewals for their portfolio
- Monthly reporting back to the Executive on the above mentioned items
- Managing delivery against deadlines, i.e. budgets, forecasts, projects
- Work closely with finance Executives to ensure all client financials are accurate and reinsurance is paid timeously
