Description:
Account Executive Trade Credit
?? Location: Stellenbosch, Western Cape
?? Package: R450,000 CTC per annum (inclusive of benefits)
Purpose of the Role: We are seeking a dynamic Account Executive Trade Credit to manage client relationships, retain and grow a portfolio, and drive business expansion. This role requires excellent communication skills, a client-centric approach, and the ability to collaborate effectively across departments.
Key Responsibilities
Portfolio Management: Maintain and grow the book of business through new acquisitions, upselling, cross-selling, and retention. Client Engagement: Conduct regular interactions, document discussions, and provide expert advice on policies to safeguard client assets. Technical Broking & Support: Handle quotes, claims, policy endorsements, renewals, insurer negotiations, and general queries. Regulatory Compliance: Ensure all documentation, FAIS requirements, and client records are accurate and up to date. Risk & Claims Management: Guide clients through claims processes, manage complaints effectively, and assist with risk survey improvements. Internal Collaboration: Work closely with internal teams to enhance communication and operational efficiency.
Qualifications & Experience
NQF4 Non-Life (Short-Term Insurance) RE5 Certification Minimum 5 years of relevant experience (technical broking experience preferred) Strong knowledge of insurance industry regulations and compliance requirements NQF5 Qualification Relevant degree FAIS-accredited (120 credits) Up-to-date with Class of Business, CPD, and product-specific training
Skills & Attributes
? Strong client relationship management skills
? Excellent negotiation and problem-solving abilities
? Ability to mitigate risks and manage professional indemnity exposure
? Attention to detail with strong compliance and regulatory knowledge
? Proactive and solution-oriented approach
Join us and be part of a forward-thinking team that values expertise, client success, and business growth.
?? Apply now and take your career to the next level!