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.