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EE Commercial Account Executive

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1 year ago1314 views

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General Details

Location:

Johannesburg CBD, Johannesburg

Advertised By:Agency

Company Name:CFS Recruitment

Job Type:Full-Time

Description

You will build a client base through identifying potential clients, presenting them with suitable product proposals and confirming policy sales. You must build relationships with clients to ensure retention of business and facilitate new business. You will have extensive knowledge of products and providers. You will be responsible for complete and accurate administration related to all policies and clients.

Minimum Requirements:

Matric
Short Term Insurance Qualification
RE
Product-specific training
Completed Class of Business - Commercial
CPD Hours in the current Cycle
5 years in Insurance 3 years as Account Executive

https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82MDkzNDk1MzY/c291cmNlPWd1bXRyZWU=&jid=1253897&xid=609349536

Id Subtitle 1102906512

CFS Recruitment

Selling for 2+ years

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Active Ads35

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Responsible for selling non-COID solutions to the top 50 class clients while building and maintaining relationships with them. Key Performance Areas: Manage business intelligence and business generated leads in a professional and timely manner.Customer Service and Relationship ManagementLead analysis initiatives and service improvement reviews across all clients.Build strong relationships with clients from initial call strategy gaining their trust and respect.Attend prospect premises to undertake surveys and progress sale.Prepare periodic sales pipeline reports showing sales volume and potential salesRevenue generation through selling of non-COID and other products to mining and metal clients.Follow up on sales opportunities for clientsMitigate controllable Risks through Quality, due diligence, and disclosures. Qualifications and Experience: NQF 6 National Diploma in an FSB recognized qualificationCertified Financial Planner is AdvantageousRE5 (Representatives) non-negotiable and RE1 (Key Individual) advantageousFAIS accreditedAt least 5 years proven sales experience at senior levelAbility to interact at a C suite levelKnowledge of business policies, processes and procedures, legal complianceHighly developed, demonstrated Sales SkillsProven track record of sales experience in a Business-to-Business employee benefit product environmentAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsDemonstrated ability to increase productivity and continuously improve methods, approaches, and departmental contributionDemonstrated effectiveness in holding conversations with customers, customer evangelism, and customer-focused product development and outreachDemonstrated ability to see the big picture and provide useful advice and inputCompetitive in their approach to businessExperienced in identifying potential client’s teams about potential markets, desirable product features, go-to-market best practices, and measuring the success of outreach and product salesComfortable and able to act with authorityTakes full accountability for performance and developmentCommitment to continuous learning. https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81NzAwOTQ3MTk/c291cmNlPWd1bXRyZWU=&jid=1305106&xid=570094719

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KEY RESPONSIBILITIES Policies and Procedures • Ensure adherence to collection policies and procedures. Collections and Targets • Monitor and manage a debtor’s portfolio of no more than 480 accounts. • Achieve and maintain collections and targets set per company protocol. • Actively collect payment according to payment terms • Performs reconciliations of allocated accounts daily. Overdue Accounts • Attend weekly meetings with the credit supervisor to review all defaulting accounts. • Ensure the correct escalation process is followed for the Reminder Letters. • Feedback on the top 20 overdue accounts must be prepared and discussed weekly. Hand Overs and Bad Debts • Follow the correct protocol before blacklisting a client, and then proceed to blacklist clients. • Inform the credit supervisor of any liquidations, absconded clients and business rescue’s immediately. Credit Notes, Invoices and Adjustments • Check that all credit notes and adjustments are raised correctly. • Investigate all reasons for credit notes to ensure that they are valid. • Submit all credit notes requisitions to the regional credit supervisor. • Raise all rate queries and stop billing on closures with the billing department. Month-end Activities • Ensure that all re-allocations of unallocated deposits are completed. • Ensure that all journals’ requisitions are raised by 12h00 on the 4th working day of the new month. Cash / Suspense Accounts • Ensure the bank statements deposits are captured and allocated daily. • Ensure that all suspense accounts are reconciled and cleared monthly. • Obtain all remittance advices for all deposits received on allotted debtor’s accounts. Financial & Reporting • Prepare commentary on top twenty clients each month for the region Auditors • Assist auditors as and when required. Meetings • Regular one on one book reviews with the credit supervisor • Attend monthly and weekly meetings where required. • Regularly attend customer meetings. Customer Care & Queries • Promote a high level of focus on customer care with relevance to all customer complaints and queries. • Maintains accurate and complete client information on the system • Ensure that such queries and complaints are dealt with efficiently, accurately, and promptly. • Ensure a 48-hour turn-around-time on all customer queries. Inter-departmental Relations • Ensure that inter-departmental relationships between Accounts Receivable and other areas are maintained at high levels. • Ensure a balance is maintained between sales and credit objectives. Projects • To get involved in any additional projects as and when required. SUPERVISORY RESPONSIBILITIES None QUALIFICATIONS and EXPERIENCE: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. ? Degree or Diploma within the accounting field ... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU2OTAyNDg5P3NvdXJjZT1ndW10cmVl&jid=1500721&xid=3356902489

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