About the position
Account Executive - Trade Credit 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 Qualifications & Experience Skills & Attributes 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!
?? Location: Stellenbosch, Western Cape
?? Package: R450,000 CTC per annum (inclusive of benefits)
? 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
Desired Skills:
- Class of business
- RE5
- B2B Account Management
- Compliance knowledge
- Technical Broking
- Risk & Claims Management'
- Portfolio Management
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Diploma
About The Employer:
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 2 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!
