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Short-term

An exciting career opportunity awaits you

Join our Broker Team

An exciting Account Executive position (Commercial Short Term Insurance Broker) opportunity awaits you at Risk Benefit Solutions (Cape Town). RBS is one of the largest Short Term Insurance brokerages in Southern Africa.If you are an experienced broker that provides exceptional service to your clients, you could be part of the RBS family.

Role Expectations

Role Purpose: 

To provide specialist financial advice and provide excellent service in order to retain current clients and secure new business in support of the business strategy.

Financial

  • Ensure new business targets are met by generating leads and securing new business
  • Ensure retention targets are met
  • Strive to achieve the agreed income budget for book of business
  • Ensure and contribute to minimisation of expenses
  • Support and further the growth strategy of the group

Client

  • Ensure that all stakeholder (e.g. clients, underwriters, insurers) communication is accurate, timeous, professional and relevant
  • Build and maintain mutually beneficial relationships with internal and external stakeholders
  • Ensure and contribute to achieving and exceeding own and company required client satisfaction targets by delivering an excellent client service experience

Business Processes

  • Provide professional and tailored insurance advice to clients that adhere to the company’s quality standard and broader regulatory frameworks and keep a detailed and accurate record of advice
  • Apply expert business knowledge to understand the client’s operations and compile a risk profile of the client’s business
  • Perform a comprehensive analysis of the client’s current portfolio and analyse current cover
  • Provide advice on the need to obtain updated valuations on all assets
  • To provide timely professional service when obtaining quotes and conducting market exercises and comparative analysis
  • Compile and deliver presentations of services that adequately address and mitigate risks and add value to the client’s portfolio
  • Provide support and advice throughout the claims process until finalisation
  • Act as liaison between client and insurer to facilitate the transfer of documents and information
  • Follow and ensure adherence to underwriting processes for new business, endorsements, cancellations, etc.
  • Engage in clear, complete, and timely communication regarding underwriting support required from the underwriting support team
  • Remain informed regarding movements on client portfolio and act proactively to solve any issues or problems
  • Action age analysis to ensure the continued cover
  • Accurate and timeous recording keeping
  • Adhere to company mandates, policies, and procedures
  • Report any suspected fraud, misrepresentation, and/or dishonesty
  • Keep an accurate record of own activities

Learning and Growth

  • Live the RBS Way
  • Ensure continuous professional and self-development
  • Keep abreast of features, benefits, and ratings of insurance products available on the market
  • Share information and knowledge with the team

Minimum Qualifications and Skills

  • Matric or equivalent
  • RE5
  • FAIS Compliant (credits and/or full qualification)
  • Computer Literate
  • Excellent communication skills (verbal and written)

Minimum Experience

  • A minimum of 8 years’ experience as a Commercial Short Term Insurance Broker
If you believe you are a perfect fit for this role, please forward a copy of your CV to careers@rbs.co.za



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