Senior Account Executive-Strategic Client Advisory

Senior Account Executive - Strategic 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: Strong business 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:

1 Maintaining and growing current target clients Weighting 40%

• 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.

• % of clients transitioned to more cost-effective or innovative insurance structures

• Technical broking skill level

• Level of influence with the client

• Identify and translate opportunities for up/cross selling into organic growth

• Positive and constructive client or stakeholder feedback on clarity and value.

• Number of cross-functional engagements (e.g., risk, claims, finance).

2 Driving and converting new business Weighting 35%

• Identify and pursue high-value prospects in line with our selected target market

• Develop strategic partnerships.

• Lead pitch presentations.

• Collaborate cross-functionally (e.g., risk, claims).

How do we measure your success?

• Reached or exceeded new business targets

• Conversion rate of strategic leads

• Time to close deals.

• Number of strategic partnerships formed.

• Quality of client referrals generated

• Average revenue per new client

• % of new business from target clients

3 Achieve goals through technology Weighting 10%

• Use systems effectively

• Track of growth and new business targets.

• Manage and share client documentation well

• Adapt to new documents/templates and SOP's that are continually being developed, where relevant.

• Track and manage your performance

• Follow guidance and adapt from project team on automation and system changes

How do we measure your success?

• Feedback from Team Leader on tech adaptation.

• Demonstrated improvements in efficiency through use of relevant tools.

• Number of data errors or breaches (should be zero).

• % reduction in manual processes

4 Develop yourself and build a good culture Weighting 10%

• Ensure you are regularly aligned with the business strategy and what you need to do to achieve your targets.

• Develop, manage and own your Development Plan.

• Ask for help and support so that Simah can enable and retain your skills to deliver on the financial and other targets.

• Help grow a psychologically safe workspace where you and your team want to work in.

• Fully understand the expertise within Simah and the service offerings we can provide when broking an account to ensure we bring in new thinking and identify opportunities

• Engage, share knowledge and upskill others

• Participate in Simah- not an observer and/or naysayer.

• Sincerely express appreciation, acknowledgement or support to others on a consistent basis.

How do we measure your success?

• Your self-assessment (bi-annual)

• Training registered for the year/evidence of upskilling

• Completion rate of personal development plans.

• Number of knowledge-sharing sessions led.

• % of active participation in culture building initiatives

• Feedback score from internal collaboration surveys.

• Completion of mandatory regulatory training.

5 Ad hoc duties Weighting 5 %

• Perform all responsible tasks given by the Team leader

How do we measure your success?

• % of ad hoc tasks completed on time.

• Quality rating of ad hoc task execution.

• Responsiveness score from team leader.

• Number of proactive contributions beyond assigned tasks.

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