Account Executive


To submit your application, please email your CV and cover letter to:

To grow market share by gaining, maintaining, growing, and retaining business accounts.


Business Operations

About the role

About the role

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

  • Financial services sector
  • South African Regulatory framework of insurance/brokerage industry
  • Competitive environment
  • Customer focus
  • Service excellence
  • Target driven environment

Customers (to whom the service is rendered/impacted upon):

  • External clients
  • Suppliers (Insurers)
  • Internal customers: Indwe divisions and departments

Number of subordinates: None

Reporting line (immediate manager): Manager: Business Insurance

Minimum requirements

  • Matric
  • Level 4 FETC short-term insurance qualification
  • Higher Certificate in Insurance 
  • Post-matric qualification is an advantage (BCom Risk/Accounting, BBA)
  • Passed RE qualification


  • Account Executive

Minimum 7 years short-term insurance with 3 of the 7 years in a commercial account servicing and sales capacity

  • Experience working in a brokerage


  • Business acumen (understand the economic environment and identify viable financial opportunities)
  • Broking skills – medium to large commercial accounts
  • Influencing and negotiation
  • Computer literacy
  • Communication
  • Delegation
  • Analytical ability
  • Negotiation
  • Presentation
  • Decision-making
  • Time management
  • Report writing
  • Selling
  • Ability to manage own work and outputs


  • Insurance and brokerage industry and environment
  • Knowledge of specialist liability is an advantage
  • Commercial insurance knowledge to at least an intermediate level on all commercial classes
  • Legal requirements of the insurance industry
  • Marketing and sales principles
  • Knowledge of products and services
  • Knowledge of underwriting criteria

Personal attributes:

  • Assertiveness
  • Interpersonal effectiveness
  • Service excellence
  • Ability to effectively adapt to change
  • Attention to detail
  • Self-motivated
  • Enthusiastic
  • Result-oriented/Deadline-orientated
  • Professionalism
  • Ability to work under pressure
  • Work according to set policies and procedures
  • Target-driven
  • Creative and innovative
  • Ability to work in a team
  • Ethical

Key Performance Areas

Key Performance Outputs

1. Maintain portfolio

  • Attend to all client queries (revision/renewals, rate negotiations with insurers, amendments, cancellations, unpaid premiums)
  • Do up and cross-selling of products
  • Attend to audit lists regarding information captured into the system
  • Minimise cancellations through regular and proactive dealings with clients
  • Assist clients with claims-related problems and report all deviations to management
  • Service clients in accordance with the Indwe Minimum Commercial Service Standards

2. Growth and profitability

  • Retain, develop and grow existing clients
  • Provide after-sales service for new business
  • Identify opportunities for up/cross-selling and write additional business

3. Client liaison

  • Regular networking
  • Identify opportunities and implement marketing and promotional activities
  • Build relationships through regular contact, identifying critical decision makers with all stakeholders (client, insurers, etc.)
  • Client communication - Keep clients informed of developments in the industry and market

4. Client Service administration

  • Adhere to FAIS requirements and set company procedures
  • Ensure that policies and endorsements are loaded onto the system
  • Ensure that claims are registered and follow up until the claim is finalised.
  • Maintain renewal lists and ensure that renewal schedules are sent to clients
  • Responsible for proactive underwriting
  • Business administration - new, amendments, additions, renewals
  • Ensure all communication with the client is in accordance with FAIS minimum standards
  • General correspondence and emails to clients according to company standards
  • Compile and submit reports on time to the line manager as per set standard
  • Accurate and prompt partner registration and ensure that payments are made

5. Perform credit control

  • Ensure that debit order information is updated and liaise with the bank
  • Collect money from clients electronically (where applicable)
  • Advise relevant parties of unpaid items


About Indwe

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:


Actively seeking continuous Improvement


To care for our clients with Empathy


Proving the best solutions to our customers


To learn, grow and embrace diversity


To take responsibility and use initiative