Overvie

- wProfessional, courteous and helpful interactions with clients and the provision of a level of service and market results that exceed their expectation
- sResponsibility for a portfolio of clients across different industries with a heavy weighting towards Financial Institutions and Technology, and accountability for servicing, developing and maintaining the client portfoli
- oDevelop and maintain relationships with Clients, Insurers and Underwriter

Objectiv

- esPersonally know the key client contact and at least one other key executive e.g.: an owner or a ‘C Suite” executive (anyone with a ‘C’ in their title i.e.: CEO, COO, CFO, Chairma
- n)Build a close personal relationship with the key ‘day to day’ client conta
- ctProvide appropriate entertainment at least once a year and that the client is invited to appropriate GSA or industry functio
- nsWhere there is no Account Chair (all clients apart from Top 40) be ultimately responsible for client satisfaction in regard to all aspects of work performed by G
- SAConduct a pre renewal meeting annually and review of your client’s current business and future pla
- nsArrange internal pre-renewal strategy meeting (Top 40 onl
- y)Encourage debate within GSA team on strategy, innovation and target outcom
- esProvide a high level of customer service and advice to all clients across the portfol
- ioSeek a minimum of one (1) referral per annum from each client for a new business opportuni
- tyScheduling and attending meetings and understanding the specific requirements of insurance cover for the clients (refer to min service standard
- s)Management, support and training of Client Executive / Assistant Client Executi
- veAllocate task responsibilities and decision-making authority to appropriate team membe

Financial Objecti

- vesAchieve Personal budget and assist with achieving Team bud




- getArrange timely processing of invoices/and collection of monies (within 14 days from rene
- walBe aware of all client claims and their progr
- essAll invoices and monies are to be collected within GSA’s credit te

Education & Qualificat

- ion Must be Tier 1 quali
- fiedUniversity Degree highly rega

Knowledge & Experi

- ence At least 3 years industry exper
- ienceA very strong understanding of Insurance Broking and good understanding of all GSA pro
- ductsStrong account management s
- killsPride in yourself and your attention to detail, organisational skills and insistence on quality in everything yo
- u do.Self-motivated and personal drive and amb
- itionExcellent interpersonal, oral and written s
- killsAdaptable and flexible work att
- itudeEffective consulting, influencing and negotiation s
- killsStrong communication skills, written and v
- erbalEffective skills in Microsoft Word, Outlook, Excel and PowerPoint, IBAIS, Organise It, CRM – Sales

force GSA Employee Be

nefitsYou will become part of GSA's energetic, determined and vibrant culture. Some of our employee benefits in

- clude:Competitive remuneration structure: We have competitive salaries and bonus schemes to reward our staff for their contrib
- utionsSocial events: Our staff enjoy a host of social events with our Picnic Day, End-of-financial year Event, End of Year Event to name
- a fewTravel insurance advantages: Enjoy comprehensive travel insurance for you and your
- familySalary continuance: Feel secure knowing you will be looked after should you be unable t
- o workEmployee training: GSA focus on improving the skill set and technical knowledge of our
- staffFlexible work arrangements available (dependent on
- role)Health and Well-being Benefits: GSA staff receive a wide range of Health and Well-being perks such as Skin Checks, Flu Vaccination, Education Seminars and comprehensive EAP s

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📌 Client Manager, Professional & Financial Lines (The Rocks)
🏢 GSA Insurance Brokers
📍 The Rocks