Senior Client Executive (Corporate Short-term Insurance)

Well-known insurance company is searching for Snr. Client Executive that will focus on developing small to large corporate clients.

Requirements:

• Matric and insurance-related qualification  
• Minimum of 5+ years' experience in the insurance industry in a client-facing / sales role
• Must have corporate client experience
• Own vehicle 
• Able to connect with C-Level clientele

Responsibilities:

Strategic

• Undertaking a GAP Analysis on the Client Account

Operational:

• Design and implementation of an effective risk management/insurance program per client
• Swift and substantiated escalation of all client service and relationship issues
• Effective service and renewal planning
• Day to day management of service deliverables
• Execution and compliance with utilization of knowledge exchange, and all policies and procedures
• Compliance with filing protocols
• Coordination/management of risk consulting services, the Benefits, and related consultancy services in conjunction with the Snr Relationship Officer
• Maintenance of records
• Oversight of invoicing and administration services – as they relate to clients
• Support the Snr Relationship Officer in all respects
• Credit control in conjunction with the credit control department

Financial

• Financial (budget and forecast) reporting to Segment Leader
• Achievement of new business revenue targets
• Achievement of expanded revenue targets

KPI’s

• compliance with all policies and procedures
• on time financial reporting
• accurate financial reporting
• account retention