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ACCOUNT EXECUTIVE-PERSONAL LINES
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9 days ago28 views
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General Details
Description
Qualifications and Compliance requirements:
Personal attributes:
At all times:
- Minimum two to three years relevant work experience in Short Term Insurance
- Matric certificate
- RE certificate
- NQF Level 4 or 5 certificate in short term insurance
- NQF Level 4 or 5 Statement of results (150 credits)
- CPD points for the last cycle (18 hours)
- Class of business certificate in Personal Lines
- DOFA Report
Personal attributes:
- Ability to function independently and under pressure;
- Assertiveness;
- Continuous Learning;
- Commitment;
- Customer Driven;
- Excellent Communication skills;
- Flexible and Adaptable to change;
- Goal oriented;
- High attention to detail;
- Honesty, Integrity and Ethical Behaviour;
- Results oriented;
- Self-Starter / Proactive / Ability to use own initiative;
- Team player
- 50% of the function will be to manage the existing book of mid-tier to low-tier clients and 50% of the function will be to develop new business.
- Capture and collate client information
- Quote and underwrite in line with Insurer Underwriting Guide and mandates;
- Approach market for quotes
- Sales Administration
- Renewals:
- Confirmations
- Amendments
- Cancellations
At all times:
- Annual leave: Ensure all outstanding mails/tasks have been attended to prior to going on leave.
- Be punctual, keeping to prescribed hours / timekeeping;
- Deadlines: Ensure all turnaround times and target dates are adhered to;
- Display personal accountability for own actions, quality of work and personal development;
- Effectively and efficiently maintain filing system;
- Ensure that accurate record is kept of all new matters received in the department; Ensure that all deadlines are met, and that SLAs are adhered to;
- Ensure required response times to emails and telephonic messages are adhered to;
- Ensure that all relevant Procedure Manuals (Standard Operating Procedures) are adhered to;
- Exhibit Com[any Core Values at all times (Professionalism, Integrity, Perseverance, Positive Attitude);
- Maintaining professional behaviour and work ethic;
- Perform adhoc duties as allocated from time to time;
- Team player and adhere to the backup arrangement as required by department to ensure cohesion.
- Demonstrate strength in analysis, decision-making and communication.
https://www.jobplacements.com/Jobs/A/ACCOUNT-EXECUTIVE-PERSONAL-LINES-1242974-Job-Search-12-02-2025-00-00-00-AM.asp?sid=gumtree
Id Subtitle 1343208388
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