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!