Account Executive
Account Executive
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5-10years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Responsibilities:
- Responsible for Book of business which includes growth (organic new business upselling cross selling) maintenance and retention
- Regular client interactions and documented outcomes/discussion
- Provide good advice to clients and explain policies in order to protect their assets and protect them against financial loss
- Meeting FAIS requirements in terms of documentation and client record of advice
- Maintain good intrabranch/department communication and cooperation
- Client Management
- Up to date knowledge of changes in the insurance industry (class of business training CPD training product specific training)
- Compliance knowledge champion and ensure adherence to all FAIS requirements
- Advocate Treating Customers Fairly principles: internal clients and external third parties (potential new clients)
- Manage clients effectively to avoid exposing the business to risk and incurring Professional Indemnity claims
- Manage clients complaints and escalate if necessary
Requirements
- Up to 5 years of relevant experience with a preference for candidates who have some technical broking experience
- RE5
- 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)
Up to 5 years of relevant experience, with a preference for candidates who have some technical broking experience RE5 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)
Employment Type
Full Time
