Account Executive / Account Manager- Corporate, Commercial (Aa/Ee)

Location: Johannesburg or Stellenbosch Job Purpose: The Account Executive is responsible for managing and growing a portfolio of clients, ensuring their satisfaction, and fostering long-term relationships. This role involves maintaining strong connections within the business and with clients to drive business growth and retention. Qualifications & Experience Required: · A minimum of 5 years of related experience, with a preference for candidates with Technical Broking experience · A relevant degree is preferred · NQF5 certification · NQF4 in Short Term Insurance · RE5 certification · FAIS credits (120 credits) Key Responsibilities: Client Portfolio Management & Sales: · Manage a portfolio of clients, focusing on growth (organic, new business, upselling, cross-selling), retention, and maintenance. · Conduct regular client meetings, documenting all interactions and discussions. · Provide expert advice to clients, explaining policies to protect their assets and minimize financial risks. · Ensure compliance with FAIS requirements, including maintaining accurate documentation and client records of advice. · Prepare and present quotes. · Assist with claims management and technical broking tasks. · Support rate and insurer negotiations. · Handle renewals and endorsements. · Manage the unpaid premium process. Risk Management: · Stay informed about industry changes and updates in the insurance sector. · Act as a compliance advocate, ensuring adherence to all procedures and FAIS regulations. · Effectively manage client relationships to minimize business risk and avoid Professional Indemnity claims. Claims & Technical Broking: · Assume full accountability for client claims. · Collaborate closely with the Claims team on all relevant claims. · Support the Technical Broker in completing procedures, policies, and documentation. · Provide clear and detailed instructions to the Technical Broker. Guide clients through the Risk Survey Requirements/Improvements process, offering assistance to the Technical Broker as needed