Account Executive

CFS Recruitment; Gauteng; Sur place; ZAR 600 000 - 900 000; Plein temps

Résumé du poste

CFS Recruitment is seeking an Account Executive to manage, retain, and service a portfolio of commercial clients in the insurance sector from Fourways, Gauteng. You will handle policy amendments, renewals, and queries while identifying coverage gaps and presenting suitable solutions.

The role requires strong communication, relationship-building, and a proven track record in new business and portfolio growth, with FAIS/TCF regulatory awareness.

Qualifications

• 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.

Responsabilités

• Manage, retain, and service a portfolio of commercial clients (including 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.

Connaissances

Communication skills

Relationship-building

Attention to detail

Commercial judgement

Decision making

Description du poste

Join Our Team as an Account Executive

Location: Fourways, Gauteng Seniority Level: Mid Career (Above 6 years experience) Reporting to: Regional Manager

Job Overview:

We are seeking a dedicated Account Executive to manage, retain, and service a portfolio of commercial clients in the insurance sector. You will be responsible for building strong client relationships, handling policy amendments, renewals, and queries, and identifying coverage gaps.

Key Duties and Responsibilities:

• Manage, retain, and service a portfolio of commercial clients (including 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.

Requirements:

• 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 judgement and sound decision-making.
• High accuracy and attention to detail.

Qualifications:

Qualification Types: Certificates/Certification Preferred Certifications: RE 5, Higher Certificate in Short Term Insurance, FETC In Short Term Insurance NQF 4, Class of Business - Personal Lines, Class of Business Commercial LinesIf you are a seasoned professional looking to take the next step in your career with a dynamic team,