Account Executive

Website RBS

In 1988 Risk Benefit Solutions (RBS) started out as a small proprietorship. A little over 20 years on – it’s now one of the largest fully fledged financial services advisory firms in southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corpora… read morete Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management. Culture Our culture is characterised by a strong desire for innovation and problem solving with a flair for entrepreneurship. It’s an inspiring ethos that forms the heartbeat of our business and keeps us firmly on track. But our hard-working attitude aside, we make sure it’s only the work we take seriously – never ourselves. Values Our values form the DNA of our company culture. They underpin our every action and interaction – from the way we answer the phone to the way we work together as a team. Because they’re so important, we’ve created an easy-to-remember acronym: RUBICS. History Risk Benefit Solutions, better known as RBS, was founded by a small but ambitious group of entrepreneurs in 1998. A year later, after making its first acquisition, the staff complement numbered 26. Today, RBS is now a leading industry name and employs over 130 people. success can only be achieved through the success of our clients Since 1998, RBS has evolved into one of the largest fully fledged independent financial services advisory firms in Southern Africa, operating nationally and into Africa. Through a combination of targeted strategic acquisitions and a focus on driving organic growth, RBS has grown its market position by understanding that its success can only be achieved through the success of its clients. In 2011 RBS and Katz Breskal Insurance Brokers concluded a merger – and the newly formed company was re-branded RBS Katz Breskal. It was a synchronous move in which two like-minded companies understood the combined value of the business, the importance of unlocking embedded value and the economies of scale. Stan Katz and David Breskal, the founding members of Katz Breskal, have since retired and in 2014 the company reverted to the more familiar – and shorter – RBS. While the profile of RBS has changed significantly over the years, its core principles remain the same: to place a strong emphasis on service excellence and a desire to build and maintain the strongest relationships with its clients. Something RBS achieves by delivering innovative solutions to meet their client’s every need. 1st Floor Soho on Strand 128 Strand Street Cape Town 8001

Growing the book

Win new business through your own lead generation and networking, hit retention targets on your existing portfolio, and work to the income budget agreed for your book. Keep an eye on expenses and contribute to the broader growth strategy of the group.

Looking after clients

Build real relationships with clients, underwriters and insurers, the kind based on accurate, timely, professional communication. Deliver a service experience that not only meets client satisfaction targets but goes beyond them. You’re the face of RBS to the people on your book.

Giving expert advice

Get to know each client’s full picture, build a risk profile, and analyse their current cover for gaps and opportunities. Advise on valuations, run market exercises and comparative quotes, and present tailored solutions that actually mitigate risk and add value. Make sure every piece of advice is documented properly and meets quality and regulatory standards.

Running the day-to-day

Manage new business, endorsements, cancellations and renewals through the underwriting process. Stay on top of portfolio movements and act proactively when something needs attention. Support clients through claims from first notification to finalisation. Keep electronic records clean, action age analysis to maintain continuous cover, and stick to company mandates.

Working with the team

Communicate clearly and early with the underwriting support team about what you need from them. Keep accurate records of your own activity.

Growing yourself

Live the RBS Way. Commit to ongoing professional development and stay current on the features, benefits and ratings of insurance products in the market, because clients can tell the difference between a broker who reads the schedule and one who knows it.

The kind of person who thrives here

Communicates clearly and confidently, in writing and in conversation
Genuinely enjoys client service, not as a slogan, but as a daily habit
Builds rapport easily and holds onto relationships
Takes ownership and follows through

Requirements

What we’re looking for

Must-haves

Matric or equivalent
RE5
FAIS compliant (credits and/or full qualification)
At least 5+ years’ experience in personal lines and commercial lines short-term insurance sales and servicing
Computer literate

Apply via company website ( http://www.rbs.co.za ) or

rbs.mcidirecthire.com

 

To apply for this job please visit rbs.mcidirecthire.com.

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