Account Executive - Trade Credit

Watershed Consulting; Stellenbosch; On-site; ZAR 450,000; Full time

Job summary

A leading company in the insurance sector seeks a dynamic Account Executive – Trade Credit based in Stellenbosch. The role focuses on managing client relationships, expanding a portfolio, and ensuring compliance. Candidates must possess qualifications such as NQF4 and RE5 Certification with a strong foundation in the insurance industry.

Qualifications

• Minimum 5 years of relevant experience in technical broking preferred.
• Strong knowledge of insurance industry regulations.
• Up-to-date with Class of Business, CPD, and product-specific training.

Responsibilities

• Maintain and grow the book of business through new acquisitions and retention.
• Conduct regular client interactions and provide expert advice.
• Handle quotes, claims, policy endorsements, and renewals.

Skills

Client Relationship Management

Negotiation

Problem Solving

Risk Management

Attention to Detail

Compliance

Communication

Education

NQF4 Non-Life (Short-Term Insurance)

RE5 Certification

NQF5 Qualification

Relevant Degree

FAIS-accredited (120 credits)

Tools

Excel

Job 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!

• Skillset Required : Proactive, Insurance Industry, Relationship Management, Attention To Detail, Management Skill, Compliance, Excel, Communication Skill, Documentation