Account Executive – Trade Credit

SUMMARY:
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.

POSITION INFO:

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!

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