Account Executive – Insurance (Commercial Accounts)

Account Executive – Insurance (Commercial Accounts) Job Description Template

Our company is looking for a Account Executive – Insurance (Commercial Accounts) to join our team.


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


  • Target driven environment;
  • South African Regulatory framework of insurance / brokerage industry;
  • Financial Services Sector;
  • Service Excellence;
  • Competitive environment;
  • Customer focus;
  • RE essential;
  • Matric or equivalent qualification 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.

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