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Job Description

• This role is individually accountable for assisting the account specialist to manage a portfolio of existing clients.
• This role is specifically for a Life Insurance business.

DESCRIPTOR

• Manages a portfolio of existing clients.
• Assists with managing all contracted client deliveries relevant to each arm of the Corporate Business.
• Responsible for sourcing and building new business channels and client relationships. Channels would include but not limited to Financial Institutions and Non-Banking Financial Institutions (NBFI)
• Monitors all client deliveries.
• Skilled in understanding client’s business needs leading to the development of service level agreements

KEY FOCUS AREAS
Personal Effectiveness:

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks, and output quality.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Required Qualifications & Experience

• A first degree or its equivalent.
• Excellent communication skills (verbal and written).
• Interpersonal and time management skills.
• Team Leadership skills.
• Good knowledge of MS packages (Especially MS Word, MS Excel and Outlook)
• 5 years Life Insurance Sales experience is compulsory

Education

• Bachelor of Science (BSc) (Required)

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