The Client Executive is responsible for servicing a portfolio of clients in underwriting, claims, relationship management and sales by driving revenue growth within the insurance sector
Objectives
- Build and maintain strong relationships with clients and underwriters.
- Underwriting, claims and sales management
- Monitor market trends and competitor activity to identify opportunities for business growth and innovation.
- Stay abreast of market trends and competitor activities to identify opportunities and mitigate risks.
- Ensure compliance with industry regulations and internal policies.
KEY RESPONSIBILITIES
- Daily servicing of client portfolios.
- Issue closings and or alterations instructions to Insurers
- Issue Invoice/credit notes where necessary
- Review insurance policies/endorsements to ensure they are in line with instructions.
- Conduct regular client meetings to keep them abreast of all related developments in line with their portfolios.
- Load all sales opportunities in the system
- Registering and processing all reported claims with Insurers
- Support clients with uninsured loss recoveries
- Identify and pursue new business opportunities through proactive prospecting, lead generation, and networking activities.
- Analyse market trends, customer feedback, and competitor activity to identify opportunities for business growth and innovation.
- Work closely with underwriters to assess risk, customize insurance solutions, and ensure timely and accurate policy issuance.
- Conduct regular sales meetings and performance reviews to track progress, address challenges, and implement corrective actions as needed.
- Represent the company at industry events, conferences, and trade shows to promote products and services and expand professional networks.
- Collaborate with cross-functional teams, including underwriting, claims, and customer service, to ensure seamless delivery of insurance products and exceptional customer experiences.
- Stay abreast of changes in industry regulations, market conditions, and emerging technologies accordingly.
- Foster a culture of teamwork, collaboration, and continuous improvement within the team, celebrating successes and promoting a positive work environment.
REQUIREMENTS
- Diploma in Insurance from CII, ISA, ZII or any other recognised professional bodies. Those with bachelors degree in business administration with two years experience in the insurance Industry will be preferred.
- Strong understanding of short-term commercial insurance products, markets, and industry trends.
- Good communication and interpersonal skills.
- Demonstrated ability to build and maintain relationships with clients, brokers, and underwriters.
- Proficiency in Microsoft Office Suite and CRM software
