Account Executive

Cfs Recruitment (Pty) Ltd; Durban; Vor Ort; ZAR 350.000 - 550.000; Vollzeit

Zusammenfassung

Cfs Recruitment (Pty) Ltd in Durban, KwaZulu-Natal seeks an experienced Account Executive for a portfolio of commercial clients, including personal lines. You will build strong relationships, conduct regular reviews and ensure service levels meet client expectations.

The role requires handling amendments, renewals and queries, identifying coverage gaps and pursuing growth opportunities while maintaining meticulous records and aligning with regulatory timelines.

Qualifikationen

• RE 5 with Short Term Insurance qualifications.
• Higher Certificate in Short Term Insurance and FETC (NQF 4).
• Class of Business for Personal and Commercial Lines.

Aufgaben

• Manage, retain and service a portfolio of commercial clients (incl. related personal lines).
• Build strong client relationships and conduct regular reviews.
• Handle policy amendments, endorsements, renewals and queries.
• Identify coverage gaps and recommend appropriate solutions.
• Generate and convert new business opportunities.
• Maintain accurate documentation and comply with FAIS, TCF and regulatory timelines.
• Collaborate with insurers, underwriters, claims teams and internal stakeholders.

Kenntnisse

Communication skills

Relationship building

Attention to detail

Commercial judgment

Ausbildung

RE 5

Higher Certificate in Short Term Insurance

FETC in Short Term Insurance NQF 4

Class of Business - Personal Lines

Class of Business Commercial Lines

Jobbeschreibung

Duties and Responsibilities:

• Manage, retain and service a portfolio of commercial clients (incl. related personal lines).
• Build strong client relationships and conduct regular reviews.
• Handle policy amendments, endorsements, renewals and queries.
• Identify coverage gaps and recommend appropriate solutions.
• Generate and convert new business opportunities.
• Maintain accurate documentation and comply with FAIS, TCF and regulatory timelines.
• Collaborate with insurers, underwriters, claims teams and internal stakeholders.

Qualifications:

• RE 5
• Higher Certificate in Short Term Insurance
• FETC in Short Term Insurance NQF 4
• Class of Business - Personal Lines
• Class of Business Commercial Lines

Skills and Experience:

• Minimum 5 years’ commercial insurance experience.
• Minimum 3 years in an Account Executive or similar client-facing broking role.
• Proven track record in new business, retention, and portfolio growth.
• Strong communication and relationship-building skills.
• Commercial judgment and sound decision-making.
• High accuracy and attention to detail.

If you are an experienced Account Executive seeking a new challenge, this is an exciting opportunity to join our team in Durban, KwaZulu Natal.