Account Executive - Financial LinesRequirements- Degree in finance or relevant qualification required
- RE5 certificate
- NQF5 STI qualification
- Relevant FAIS credits (120 credits) preferred
- Five 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 clients, 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 to ensure that procedures, policies, and documents are completed
- Provide clear instructions and complete information to the technical broker
Posted on 03 Sep 15:27, Closing date 3 Oct |
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