Job Competencies for Accounts Executive


  • Monitor and develop the skills of junior staff.
  • Work with others to achieve objectives
  • Provide on-the-job training and coaching
  • Conflict management

Sales and marketing

  • Contribute as required to the acquisition of new business.
  • Prepare new business submissions
  • Establish and maintain a relevant network of business contacts.
  • Contribute as required to the development of client revenue budgets and to monitor and achieve the budgets that are set.

Client service

  • Monitor a portfolio of clients requirements to ensure current insurance and risk management needs are fully met to the satisfaction of the clients
  • Develop with colleagues and insurers, recommendations and options to adequately and cost-effectively meet clients' insurance needs.
  • Present recommendations and options to clients and to agree and receive instructions on their implementation.
  • Prepare and execute policy documentation implementing clients' instructions.
  • Prepare and provide clients with Manuals of Insurance and Insurance Schedules.
  • Maintain a sound knowledge of clients' industries, businesses and risks.
  • Develop and maintain close working relationships with clients and relevant members of clients staff
  • Keep clients appropriately informed of all matters related to their insurance.
  • Ensure timely and favourable settlement of claims.

Technical knowledge

  • Develop and maintain an appropriate knowledge of the market and insurance product wordings


  • Adhere to company and industry standards
  • Ensure compliance with all relevant statutory and industry requirements and codes.
  • Keep management and others informed appropriately and as required about his/her work

Financial management

  • Invoice clients and ensure collection of premiums.

Personal effectiveness

  • Use personal effectiveness techniques at a level appropriate to the position:
  • Personal work planning
  • Interpersonal skills
  • Active listening/questioning
  • Business writing
  • Use of the telephone
  • Use of personal computer and systems
  • Negotiation
  • Delegation
  • Project management

Qualification Programs

  • Upgrade from Tier 1 to full Diploma by coursework
  • Upgrade from Tier 1 to full Diploma by assessment
  • Advanced Diploma in Financial Services
  • Graduate Diploma in Financial Services by coursework