Internal Key Accounts Broker
- Location
- Gauteng
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
At a glance
- At least 2 years of experience.
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
Key Responsibilities
* Manage a portfolio of approximately 300 existing clients.
* Build and maintain strong client relationships through proactive engagement and service delivery.
* Monitor and manage unpaid premiums, ensuring timely follow-up and resolution.
* Manage policy renewals, ensuring policies are reviewed, updated, and renewed efficiently.
* Prepare and present renewal options, policy alternatives, and recommendations.
* Implement and drive client retention initiatives to maintain portfolio value.
* Process policy endorsements and amendments accurately and within required timelines.
* Conduct underwriting activities, including risk assessment and rating.
* Obtain and compare quotations from various insurers to ensure competitive cover and pricing.
* Generate quotations for new business opportunities within the existing client base.
* Conduct daily telephonic and virtual client consultations regarding policy requirements, renewals, endorsements, and cover adjustments.
* Provide professional guidance on policy terms, excess structures, risk exposure, and insurance solutions.
* Handle policy cancellations and implement retention measures where appropriate.
* Coordinate policy-related requirements such as tracking device installations and valuations.
* Process refunds accurately and timeously.
* Ensure ongoing compliance with all regulatory and legislative requirements.
Job Experience and Skills Required
* Matric (Grade 12).
* RE5 qualification (essential).
* NQF Level 4 qualification in Financial Services would be advantageous.
* Minimum 2 years' underwriting experience.
* Experience in both Personal Lines and Commercial Lines insurance.
* Previous brokerage experience would be advantageous.
* Strong understanding of short-term insurance products and underwriting processes.
* Excellent administrative and organisational skills.
* Strong communication and relationship management abilities.
* Ability to multitask and manage a high-volume client portfolio.
* Strong attention to detail and commitment to service excellence.
Competency Requirements
* Client Focus
* Relationship Building
* Communication Skills
* Attention to Detail
* Time Management
* Results Driven
* Problem Solving
* Accountability
* Negotiation Skills
* Adaptability
* Compliance Awareness
* Team Collaboration
For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:
I also specialise in recruiting in the following:
* Financial Managers
* Financial Accountants
* Financial Controllers
* Chartered Accountants
* Group Reporting & Consolidations Accountant
* Commercial Finance and FP&A positions
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
For more information, contact:
Mandisa Phahla
Recruiting Consultant
Network Finance
Recruiter
Before you apply
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Before you apply
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