JOB DESCRIPTION
What the day will look like
- Responsible for being the primary point of contact for clients
- Contributes to and provides input into the entire client life cycle, including renewals, endorsements and/or cancellations.
- Works with team to generate and co-ordinate internal new business leads to enable the cross-selling strategy
- Works with Senior Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities
- Provides clients with renewal notices and reminders
- Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers
- Communicates with insurers on any discounts, following requests from clients
- Manages and facilitates the cancellation process and creates the necessary documentation
- Fulfils the primary point of contact for clients providing services and resolving queries
- Assists in the day to day running of clients’ risk and insurance programs, producing and checking documentation where required
- Liaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists)
- Contributes to all client planning meetings and attends and contributes to internal and external client meetings
- Responsible for credit control.
Qualifications.
- A minimum of Grade 12 or equivalent
- A bachelor’s degree is preferable
- Must be registered as a representative with the FSCA in terms of the FAIS Act
- Must be registered as a licentiate with the IISA
Knowledge.
- Excellent knowledge of policy wordings
- A comprehensive knowledge of the South African and international short-term insurance markets will be advantageous
- Knowledge and experience with Professional Indemnity cover would be preferable
- An in-depth strategic knowledge of industry and business strategies and company goals will be advantageous
- Computer literacy with advanced know-how in MS Word and Excel.
Skills and Attributes.
- Advanced analytical, technical and problem-solving skills and abilities
- Ability to communicate effectively
- Good interpersonal and organizational skills
- High work ethics and must have the ability to function effectively under pressure
- Be dependable and respect confidentiality
- Ability to work effectively in and with teams
Experience.
- Have a minimum of 2 - 5 years’ experience in a similar or related role
Salary
Competitive
Monthly based
Location
Tokologo Local Municipality, Free State, South Africa
Job Overview
Location
Tokologo Local Municipality, Free State, South Africa