Client Manager Short Term Insurance
Client Manager Short Term Insurance
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Awesome career opportunity awaits.
- A minimum of Grade 12 or equivalent.
- A bachelors degree is preferable.
- Excellent knowledge of policy wordings
- Must be registered as a representative with the FSCA in terms of the FAIS Act.
- Must be registered as an associate with the IISA.
- A comprehensive knowledge of the South shortterm insurance markets.
- Have a minimum of 5 10 years experience in a similar or related role.
- A valid drivers license.
- Computer literacy.
- Responsible for leading developing and improving the daytoday client relationship.
- Responsible for building a client profile including risk and needs analysis for the client portfolio.
- Responsible for contributing to the renewal process which includes:
- Preparing prerenewal documents.
- Meeting with clients.
- Sending renewal notifications.
- Sending cancellation letters where applicable.
- Responsible for structuring insurance programmes to meet the needs of portfolio clients.
- Responsible for producing client documentation (including policy documents and claims statistics).
- Leads or contributes to renewal meetings.
- Leads or contributes to fee negotiations.
- Responsible for maintaining and improving client satisfaction retention revenue and profitability.
- Responsible for ensuring compliant dealings with clients.
- Contributes to the development of new business with existing or new clients.
- Coordinates teams of Client Service Advisors (where applicable) to ensure client service standards are met.
- Acts as support to the Strategic Account Manager or Business Manager on larger more complex accounts.
- Responsible for credit control.
Required Experience:
Manager
Employment Type
Full-Time
