Account Executive

Cfs Recruitment (Pty) Ltd; Gauteng; Vor Ort; ZAR 420.000 - 660.000; Vollzeit

Zusammenfassung

Account Executive position in Fourways, Gauteng, within the insurance sector. You will manage and service a portfolio of commercial clients, handle renewals and amendments, identify coverage gaps, and pursue new business opportunities.

We seek a candidate with at least 5 years in commercial insurance and 3 years in an account-executive or client-facing broking role, with strong communication and attention to detail.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client relationship

Communication

Attention to detail

Insurance knowledge

Ausbildung

RE 5

Higher Certificate in Short Term Insurance

FETC In Short Term Insurance NQF 4

Jobbeschreibung

Permanent role in Gauteng (Fourways) for experienced professionals.

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 Lines