Are you a driven professional looking to elevate your career in the insurance sector?
Our client, a dynamic and forward-thinking company, is seeking a talented Commercial Account Executive to join their team.
This is an exciting opportunity to work with a respected industry leader that values innovation, integrity, and customer satisfaction.
Duties and Responsibilities: Financial: Ensure new business targets are met by generating leads and securing new business. Ensure retention targets are met. Strive to achieve the agreed income budget for the book of business. Ensure and contribute to minimization of expenses. Support and further the growth strategy of the group. Client: Ensure that all stakeholder (e.g. clients, underwriters, insurers) communication is accurate, timely, professional, and relevant. Build and maintain mutually beneficial relationships with internal and external stakeholders. Ensure and contribute to achieving and exceeding own and company required client satisfaction targets by delivering an excellent client service experience. Business processes: Provide professional and tailored insurance advice to clients that adhere to the company's quality standard and broader regulatory frameworks and keep a detailed and accurate record of advice. Apply expert business knowledge to understand the client's operations and compile a risk profile of the client's business. Perform a comprehensive analysis of the client's current portfolio and analyze current cover. Provide advice on the need to obtain updated valuations on all assets. Provide timely professional service when obtaining quotes and conducting market exercises and comparative analysis. Compile and deliver presentations of services that adequately address and mitigate risks and add value to the client's portfolio. Provide support and advice throughout the claims process until finalization. Act as liaison between client and insurer to facilitate the transfer of documents and information. Follow and ensure adherence to underwriting processes for new business, endorsements, cancellations, etc. Engage in clear, complete, and timely communication regarding underwriting support required from the underwriting support team. Remain informed regarding movements on client portfolios and act proactively to solve any issues or problems. Action age analysis to ensure continued cover. File all relevant documentation electronically and in hard copy. Contribute towards and ensure continuous improvement in own and team performance. Adhere to company mandates. Report any suspected fraud, misrepresentation, and/or dishonesty. Keep an accurate record of your own activities. Learning and growth: Committing to organisational value. Ensure continuous professional and self-development. Keep abreast of features, benefits, and ratings of insurance products available on the market. Share information and knowledge with the team. Requirements: RE5. FAIS Compliant. Excellent communication skills (verbal and written). Excellent client services skills. Excellent sales skills. Driven and self-motivated. Valid driver's license and own reliable transport. 8 years' experience in commercial lines short-term insurance in a client-facing role.
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