Account Executive - Corporate Bedfordview

• 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

• 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

• Provide professional and tailored insurance advice to clients, ensuring adherence to company quality standards and regulatory frameworks while maintaining detailed and accurate records of advice.
• Utilize expert knowledge to understand clients' needs and compile risk profiles of their portfolios.
• Perform comprehensive analyses of clients' current portfolios and assess current cover adequacy.
• Advise on the necessity of obtaining updated valuations for all assets.
• Deliver timely and professional service in obtaining quotes, conducting market exercises, and performing comparative analyses.
• Compile and deliver presentations of services that effectively address and mitigate risks while adding value to clients' portfolios.
• Offer support and guidance throughout the claims process until finalization.
• Act as a liaison between clients and insurers to facilitate the transfer of documents and information.
• 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.
• Stay informed about movements in client portfolios and proactively address any issues or problems.
• Conduct age analysis to ensure continued cover.
• File all relevant documentation electronically.
• Adhere to company mandates and maintain accurate records of own activities.

• Live the RBS Way by committing to organisational values
• Ensure continuous professional and self-development
• Keep abreast of features, benefits and ratings of insurance products available on the market

• Matric or equivalent
• RE5
• FAIS Compliant (credits and/or full qualification)
• Computer Literate
• Proficiency in English and Afrikaans, both written and verbal, is essential.
• Excellent client services skills
• Excellent interpersonal skills

• Minimum 15 years of experience as a Corporate Account Executive / Broker in a sales and/or servicing capacity.
• Demonstrated experience in serving large corporate clients.
• Proven track record of working with multinational clients and international placements, including the London Market.

RBS Insurance Brokers