ACCOUNT EXECUTIVE-PERSONAL LINES

SUMMARY:
An insurance company based in Rivonia/Johannesburg is currently seeking an Accounts Executive -Personal lines.
To ensures decisions align with company guidelines, and regulatory compliance while providing excellent service to clients and brokers.
To ensure the accurate and efficient capturing, processing and completion of client policies.
Proficient in personal insurance products, rating systems and underwriting principles.
Experienced with underwriting software and policy administration systems.

POSITION INFO:
Qualifications and Compliance requirements:

• 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

• 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

• 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.