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Account manager - bdo
Port Elizabeth
Job Application Expired, you can only view this job.| Account Manager - BDO EE Status: No Ind./Cat: Insurance |
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| Package: R 250k - R300k pa Port Elizabeth |
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National Leader in the Insurance Industry requires a professional incumbent to tactically plan and follow through on Sales and Marketing initiatives of the personal lines product range to all prospective clients in the different Market Segments, according to the Branch Sales Target and Marketing Strategy in order to ensure the attainment or pre-determined personal goals and the growth of the personal lines client base.
2. Key Responsibilities
• Collate and manage a three month forecasted marketing plan according to marketing strategy and personal sales targets, taking into account marketing response rates and sales conversion ratios
• Build relationships with Influencers and Decision Makers of Corporate accounts by proactively making regular contact with them ensuring that a high standard of service is delivered; • Assist with designing and compiling presentations to identified market segments in line with marketing strategy • Present personal lines offering to Influencers/prospects as required • Call on Influencers of Scheme/Affinity clients as laid down in marketing strategy • Provide professional and correct advice, explaining cover, exclusions, terms and conditions and ensuring clients are advised on underwriting requirements in terms of the policy; • When necessary negotiate cover and rates with insurers on behalf of clients; • Generate new business leads according to set targets; • Produce marketing and sales reports • Produce and manage Prospect Lists; • Participate in branch marketing strategy by continuously communicating with allocated areas of responsibility; • Attend all internal and external client functions and participate in all marketing drives; • Handle underwriting and claims queries when necessary; • Assist in retention of business; • Generate own correspondence; • Adhere to FAIS and to minimum Quality and Service Standards as laid down by the Division. • Support and actively participate in and contribute towards team initiatives and any new Branch strategies. • Continuously recommend improvement on systems and processes through innovative thinking. • Assist when other staff members are absent due to sickness or are on leave. • Attend team meetings and go on prescribed courses.
The Suitable incumbent must:
• Have the appropriate NQF level 4 qualification and be FAIS Compliant (minimum of 30 credits)
• Have 3 years sales and marketing experience and have a proven ability to sell personal lines products • Have excellent working knowledge of and experience in all aspects of personal insurances which includes underwriting, claims procedures and understanding of policy wordings; • Highly computer literate; (Windows based applications) • Knowledge of trends and competitors products being offered • Be articulate and have good communication skills, both verbal and written, in order to commit to excellent client service • Be professional, well groomed and appropriately attired to ably represent the company in a corporate environment • Be a team player and support fellow colleagues wherever possible and assist in fluctuating workloads. • Be self assured and display energy and enthusiasm whilst focusing on achieving goals • Have a high work ethic and the ability to work independently and under pressure • Have high levels of initiative and the ability to manage their own priorities and resources to deliver results • Have the ability to function effectively as a member of a team • Have strong computer skills and experience on windows-based applications • Have a valid code 08 driver’s license FAIS COMPLIANCE Applicants must: • Comply with (or have a development plan in place to achieve compliance with) the applicable provision of the determination of Fit & Proper requirements for Financial Services Providers (FSB Board Notice 91 of 2003); and • Have knowledge and understanding of the applicable provisions of the general code of conduct of Authorized Financial Services Providers and Representatives (FSB Board Notice 80). This information is on the FSB Internet site (for prospective employees) or available under Compliance on the Company intranet site (staff). • Have a basic understanding of the Financial Intelligence Centre Act (FICA), Act 38 of 2001, and the money laundering provisions of the Prevention of Organized Crime Act 121 of 1998. • Complete RE1 exams by July 2012
Interested qualified incumbents may contact Yolanda Vermeulen on 041 373 0827 / yolanda@cityplacements.co.za
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