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Client Executive

Vacancy Details

Reference No.



Do you have a minimum of 5 years appropriate experience in the sales and client service delivery function and have excellent, professional written skills, minute-taking, report writing skills with strong attention to detail? Our client, a leading insurance company, is seeking a Client Executive who is passionate about clients and service.


  • Understand the Client’s business issues, credit insurance programmes and service plans
  • Responsible for service delivery to the top-tier clients which includes all client meetings (with or without the Insurer)
  • Ensure successful renewal of insurance contracts as per the Marsh Trade Credit Professional Standards
  • Conduct service calls, pre-renewal and renewal meetings. Identify the client’s trade credit needs and objectives: Request and analyse underwriting information and Insurer documentation; Prepare and submit accurate market presentations; Collate and negotiate renewal terms with existing and prospective insurers; Assist in preparation of client renewal reports and Manage declarations, collection and settlement of commissions or fees in accordance with Working Capital Management targets
  • Preparation of budget for portfolio and understanding the importance of client profitability
  • Keep abreast with the insurance markets (both local and overseas)
  • Fostering of sound working relationships with other functional business units
  • Familiarity and compliance with all company policies, statutory and regulatory requirements
  • Ensure that technical, claims and service delivery standards are properly implemented for the client in terms of quality management systems
  • Comprehensive knowledge of all standards applicable in respect of the client service delivery function
  • Ensure all products and services available within Marsh Africa are marketed to the client as appropriate
  • Ensure that premiums are collected and properly matched internally
  • Participation and representation on various industry forums
  • Assist in the preparation of reports on specific projects, as requested
  • Assist in supervision, coaching and management of performance of colleagues
  • Undertake specified tasks as directed any management adhering to agreed timescales
  • Participate in new business initiatives when requested
  • Working with Marsh specific procedures and guidelines
  • Strives to deliver best practise, market leading service and solutions


  • Minimum of 5 years appropriate experience in the sales, and client service delivery function
  • Trade Credit insurance or related credit experience of 5 years advantageous
  • Relevant formal qualification and AIISA (or similar) advantageous
  • Must be FAIS compliant – minimum 150 credits and have passed RE 5 Examination
  • Fluent in English (compulsory)
  • Must have own vehicle and be willing to travel to see clients, and between Marsh offices

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful

Position Type


Work Level



Market Related



Salary Type



Cost To Company

Affirmative Action


Geographic Location

Gauteng - JHB North