Broker Consultant (Heavy Commercial Vehicles)

In brief

**Overview** This role is for a Portfolio Manager / Broker Consultant with a specialist short-term insurance provider, the client of Morton Moore. The position is based in the Johannesburg region and focuses on managing, supporting, and expanding the client's independent broker portfolio. It requires a balance of sales and relationship management skills, with the primary goal of achieving profitable premium growth while upholding underwriting quality and service standards. The opportunity is suitable for a commercially driven insurance professional who enjoys field work and cultivating long-term partnerships. **What you will do** * Manage, service, and grow an allocated portfolio of independent brokers and corporate brokerages within the region. * Achieve and exceed new business and retention targets across core and value-added short-term insurance products. * Schedule, prepare thoroughly for, and conduct regular in-person and virtual broker appointments. * Educate brokers on the company's value proposition, product offering, underwriting appetite, and long-term strategy. * Conduct needs assessments to identify portfolio gaps, cross-sell opportunities, and new market segments. * Monitor portfolio health, claims experience, and loss ratios against regional targets, and take corrective action where required. * Review and screen upcoming renewals, advising on premium adjustments, sums insured, and cover restructuring. * Prepare and present portfolio data, performance metrics, and market trends in sales and business review meetings. * Ensure all documentation is accurate and complete before handover to the Administration Department. * Proactively communicate changes to underwriting criteria, product terms, and regulatory requirements to brokers. * Ensure adherence to Service Level Agreements, corporate identity standards, and internal compliance requirements. * Build strong internal working relationships with sales peers, administration, finance, and management. * Represent the company professionally in the market and act as a brand ambassador at industry events. * Attend to ad-hoc business, operational, and reporting requirements as they arise. **Requirements (from the original advert)** * Matric / Grade 12 (essential) * Full short-term insurance qualification (NQF Level 4/5, minimum 120 credits) as required by FAIS * RE5 regulatory examination completed * Minimum 5 years' experience within the South African short-term insurance industry, ideally in a broker consulting, portfolio management, or external sales capacity * Proven sales track record with strong negotiation, influencing, and closing ability * Confident, warm, and engaging communicator with the ability to build trust and credibility quickly at all levels * Excellent written communication skills, particularly professional email and proposal writing * Thorough and well-prepared approach to client engagements, with strong attention to detail * Intermediate to advanced MS Office skills (Excel, Word, Outlook, PowerPoint) and comfort with insurance administration systems * Valid driver's licence, own reliable vehicle, and willingness to travel within the region * Fully bilingual in English and Afrikaans (advantageous) **Who should apply** This role is for a commercially driven insurance professional who enjoys being in the market and developing lasting partnerships. The ideal candidate should possess a proven sales track record with strong negotiation, influencing, and closing capabilities. They should be a confident, warm, and engaging communicator capable of quickly building trust and credibility, with excellent written communication skills, particularly for professional emails and proposals. A thorough and well-prepared approach to client engagements, along with strong attention to detail, is expected. The role requires a willingness to travel within the Johannesburg region. **Deadline** Not specified **Reference** Original posting: https://www.jobmail.co.za/jobs/it-computer/other-it-computer/randburg/broker-consultant-heavy-commercial-vehicles-id-7599880 Source: jobmail

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 5 years of experience.

• Microsoft Excel
• Microsoft Office
• Driver's licence
• Bilingual (English & Afrikaans)
• Afrikaans

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Job description

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