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.