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.
Requirements:
- Short Term Insurance: 3 to 4 years
- Short Term Trade Credit : 3 to 4 years
- Technical Broking Experience : 3 to 4 years
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!