Job Description

Key Areas of Responsibilities
Responsible for delivering on the agreed plan for the business unit/ area of specialty in line with our client's strategy
Responsible for leading, developing and improving the day to day client relationship of high premium clients and within the scheme
Responsible for a portfolio of client accounts
Manages and co-ordinates all related activities including building a "client profile"
of risks and needs analysis
Structures an insurance programme to meet the needs of clients including

o producing client documentation,
o leading or contributing to renewal meetings and
o leading or contributing to fee negotiation

Responsible for leading the tender processes (where applicable) within the area
of specialty
Responsible for maintaining and improving client satisfaction, retention, revenue
and profitability including fee negotiation
Responsible for analysing and interpreting the markets/ relevant industries for competitive advantage and emerging opportunities

Responsible for compliant dealings with clients
Upholds development of new business either with existing or new clients
identifies opportunities for increasing revenue and follows up appropriately
Coordinates for teams of Client Service Advisors/ Client Managers to ensure
client service standards are met
Responsible for managing financials for a portfolio of clients and/ or for area of
specialty
Responsible for all technical advice and/ or related training within the area of
specialty

Key Requirements

Qualifications.
Be in possession of Grade 12 (Matric)
Be in a possession of a bachelors degree
Have an insurance related tertiary qualification
Must be registered as a representative with the FSCA in terms of the FAIS Act
Must be registered as an associate with the IISA

Knowledge.
Strategic knowledge of industry and business strategies and company goals.
Knowledge of insurance solutions across the full spectrum of business
enterprises in South Africa.
Good understanding of applicable legislative environment governing the industry.
Working knowledge of risk analysis methodologies.
Knowledge of underwriting and claims administration/management, including
dealing with complex claims.

Skills and Attributes.
Good interpersonal skills.
Good communication skills.
Ability to work effectively in and with teams.

Experience.
Have a minimum of 15-year relevant experience within the insurance industry
Have significant related experience.
Proven record of achievement in the provision of risk management and insurance
solutions across the full spectrum of business enterprises in South Africa.
Experience in financial planning, forecasting and budgeting.

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