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: 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.