Account Executive with minimum 2 years’ Commercial and Personal Lines Short Term Insurance Sales and Business Development with minimum 3 years’ commercial underwriting experience, required to provide specialist financial advice and service to existing clients and secure new business. Experience in a Broker environment required.

Minimum requirements:
• Matric or equivalent qualification essential
• RE essential
• FAIS compliant (credits and/or full qualification) essential
• Minimum 2 years’ experience in sales and business development (Personal Lines and Commercial Insurance) in a Broker environment essential
• 3 years’ commercial underwriting experience in a Broker environment essential
• Own transport and license required

Responsibilities:
• Provide specialist, professional and tailored insurance advice to clients
• New business development – meet new business targets by generating leads and securing new business
• Business retention
• Client liaison and communication
• Relationship building and management
• Client portfolio analysis
• Update valuations
• Quotations and comparative analysis
• Presentations
• Claims process support and advice
• Liaison between client and Insurer
• Underwriting support
• Age analysis