Short Term Insurance: Account Manager

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: 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.