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: 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:
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.
- % 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).
Driving and converting new business
- 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
Achieve goals through technology
- 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
Develop yourself and build a good culture
- 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.
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