ACCOUNT EXECUTIVE at Competent Candidates

About the position

A well established company within the financial sector requires a Account Executive.

The following education, experience and languages, will be beneficial:

Formal Education

• NQF 5 Full Short Term Qualification approved by FSCA.

Experience

• 5 Years in an Account Executive or similar role.
• 8 Years in Short Term Insurance.

Language Requirements

• Verbal and written in both English and Afrikaans.

 

DUTIES

People and 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

Compliance

• Continuous improvement to ensure effective service
• Ensure adherence to organizational policies, practices and procedures.
• Identify and recommend areas / ways to improve processes.

 

Desired Skills:

• ACCOUNT
• EXECUTIVE
• FICA and POPIA