Job Description

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.