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  • Account Executive - Stellenbosch - Watershed Consulting

    Watershed Consulting
    Watershed Consulting Stellenbosch

    4 weeks ago

    Description

    Account Executive – Trade Credit Role

    Location: Stellenbosch, Western Cape

    Package: R450,000 CTC per annum (inclusive of benefits)

    Purpose:

    We are seeking a dynamic Account Executive 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

    E nsure 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.

    Requirements:

    NQF4 Non-Life Insurance Qualification

    RE5 Certification

    Minimum 5 years of relevant experience in technical broking 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

    Desirable Skills:

    Proactive approach

    Excellent negotiation and problem-solving abilities

    Ability to mitigate risks and manage professional indemnity exposure

    Attention to detail with strong compliance and regulatory knowledge

    Skillset Required:

    • Insurance Industry Knowledge
    • Relationship Management
    • Attention To Detail
    • Compliance
    • Excel
    • Communication Skill
    • Documentation

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Account executive