Senior Account Executive-Strategic Broking/ Client Advisory | Umhlanga

Senior Account Executive – Strategic broking/ Client Advisory | Umhlanga

Are you ready to elevate your career in a role that blends strategic client engagement with leadership exposure? We’re seeking a dynamic Senior Account Executive to join our high-performing team, working directly alongside the Managing Director to shape the future of our client relationships. This is more than a sales role — it’s a trusted advisory position focused on delivering tailored insurance solutions to niche corporate clients.

What Makes This Role Exceptional:

• Strategic Influence: Collaborate with the MD on key accounts and business initiatives.
• Client-Centric Advisory: Provide expert guidance, not just products — become a true advisor to your clients.
• Leadership Exposure: Be at the heart of decision-making, with a clear path to future leadership opportunities.
• High-Impact Portfolio: Manage and grow relationships with some of our most valued corporate clients.

What You Bring:

• Fit for Purpose: Proven experience in corporate insurance or financial advisory.
• Strategic: Strongbusiness acumen with the ability to understand complex client needs and craft strategic solutions.
• Vigorous: Confidence in leveraging technology to enhance client service and streamline processes.
• Considered: A strong networker who thrives in high-trust environments.
• Ambition to grow into a strategic leadership role.

What you would be doing:

• Maintaining and growing current target clients
• Own and grow a high-value portfolio
• Use analytics to assess profitability and risk.
• Influence insurer negotiations to enhance portfolio value.
• Beyond servicing, Senior Account Executives should act as strategic advisors to key clients
• Interrogate client's 'traditional' insurance structures and propose alternatives
• Build a relationship with the risk team and the client's Risk Managers to identify opportunities and risks
• Keep up to date with competitors and client industry changes.
• Identify new products in the market – identify which key clients need them
• Drive and manage debtors to ensure timeous collection of premiums to earn additional interest

How do we measure your success?

• Reach organic growth targets
• Total portfolio managed
• Profitability margin per client.
• % increase in key client portfolio value
• % of portfolio with strategic structures (e.g., aggregate excess, burning cost).
• Number of insights generated from key client data.
• Number of strategic account plans developed and executed per key clients.
• Key client retention rate year-on-year."Deaths; but we need to close the line properly.

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