Role Purpose

Build, strengthen and maintain relationships with key stakeholders and act as key contact to stakeholders regarding queries, products and services.

To grow an existing portfolio of clients through relationship management and product development.

Requirements

• Bcom Qualification
• Microsoft Office
• Project Management (ideal)
• FAIS compliant (preferable)
• 4–6 years general business and insurance experience
• Knowledge of Insurance and industry

Duties & Responsibilities

1. Develop Existing Portfolio of Clients

• Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship.
• Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets.
• Developing Guardrisk image and presence.
• Identifying opportunities to maint...