Account Manager

Duties and Responsiblities

• Ensure renewals are carried out within 90 days to renewal date.
• Organize and attend renewal meetings and include all value-adding riders and features.
• Ensure clients queries are handled within two days or earlier.
• Client visits – have at least 4 visits per client, fill in a checklist prior to meeting and prepare a detailed file note on the action points agreed with the client, this should be reviewed by the division head within a day after the meeting.
• Business retention of 100% within allocated portfolio with organic growth of 10% per year.
• Perform other duties as assigned, including work in other functional areas to cover absences of relief, to equalize peak work periods or otherwise to balance the workload.
• Collect all premiums within 30 days of cover placement.
• Conduct at least one member education session for all allocated accounts per year.

Knowledge And Skills Required

• Strong verbal and written communication skills.
• Good assessment, analytical and problem-solving abilities.
• Demonstrated ability to interact and engage effectively with stakeholders at all levels.
• Business awareness, with a good understanding of financial markets.
• Proven planning, coordination and time management skills.
• Keen attention to detail and high levels of accuracy.
• Three to Five years’ experience in the insurance industry.

Professional and Academic Qualifications

• Bachelor’s degree in business related field.
• Diploma in insurance.