YourNQF 5 Full Short Term Qualificationapproved by FSCA,5 Years experience in an Account Manager/Executiveor similar role,8 Years experience in Short Term Insurancetogether with verbal and written communication, inEnglish and Afrikaans, at all levels will enable you to:
People & Processes:
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.
