Position available in Bryanston as Account Manager/Executive/Financial advisor in the short term industry.
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.
