Senior Account Executive: Commercial Short Term

2 weeks ago


Cape Town, Western Cape, South Africa Yazoo Recruitment Specialists Full time

Senior Commercial Insurance Account Executive with minimum 8 years' Commercial Portfolio Management and new business development experience, required to provide specialist financial advice and service to existing clients and secure new business.


Minimum requirements:

  • Matric or equivalent qualification essential
  • RE essential
  • FAIS compliant (credits and/or full qualification) essential
  • Minium 8 years' commercial short term insurance portfolio management and new business development experience essential
  • Own transport and license required

Responsibilities:

  • Provide specialist, professional and tailored insurance advice to clients
  • Manage existing portfolio of Commercial Clients and their portfolios
  • 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
Recognising that diversity is key to excellence, our client especially encourages members of designated groups to apply.

  • That you have read and understood our POPI Policy.
  • That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.
  • Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.
  • That the information you have provided to us is true, correct and up to date.


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