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.
