Account Executive – Insurance (Commercial Accounts) Job Description Template
Our company is looking for a Account Executive – Insurance (Commercial Accounts) to join our team.
Responsibilities:
- Age analysis;
- Update valuations;
- Claims process support and advice;
- Presenting;
- Business retention;
- Relationship building and management;
- Underwriting support;
- Quotations and comparative analysis;
- Provide specialist, professional and tailored insurance advice to clients;
- New business development – meet new business targets by generating leads and securing new business;
- Client liaison and communication;
- Liaison between client and Insurer;
- Client portfolio analysis.
Requirements:
- Target driven environment;
- South African Regulatory framework of insurance / brokerage industry;
- Financial Services Sector;
- Service Excellence;
- Competitive environment;
- Customer focus;
- RE essential;
- Matric or equivalent qualification essential;
- FAIS compliant – Credits and/or full qualification essential;
- Minimum 2 years’ experience in sales and business development (Personal Lines and Commercial Insurance) in a Broker environment essential;
- 3 years’ commercial underwriting experience in a Broker environment essential;
- Own transport and license required.