Insurance and Investments - Other Insurance Port Elizabeth FULL TIME Job Summary Minimum Requirements: * Matric * NQF 6 Short Term Insurance qualification or similar * Authorised Representative with the FAIS Fit and Proper requirements * Exceptional accuracy skills * RE 5 * 5+ years’ experience in Short Term Insurance in large Commercial and Corporate * Proven ability to negotiate and place cover on large commercial or corporate accounts * Stakeholder (AE/client) servicing at a senior level within the client’s business * Highly developed market relationships and at a senior management level in the market (insurers and reinsurers) Responsibilities: * Complexity of accounts: Large/complex corporate risks; leads non-traditional program design; sets placement strategy. * Decision rights: Interpretation-level; determines market approach and bespoke terms; mentors TBs. * Financial impact: Drives profitable retention and fee optimisation; delivers differentiators on strategic accounts. * Risk exposure: High due to complexity and materiality; accountable for defensible advice and compliance on major portfolios. * Learn and research about your client’s business, industry and relevant macro environments so that you can provide relevant service and advice. * Draft and reach set financial targets * Collaborate with Account Executives on how to service target clients * Retain satisfied target clients * Develop profitable accounts along with a mutually beneficial partnership with your clients * Drive the full and integrated renewal process * Plan and include claims and risk team into pre-renewal and post renewal meetings for every renewal to ensure collaboration, changes are communicated effectively, and opportunities are identified. * At every renewal, identifying areas the client may be exposed in/using their business description - identifying potential gaps in cover, especially more specialist risks, highlighting such to the AEs for discussion with the client, explaining the reasoning for such cover in client meetings. * Provide savings for the client where they are over insured. Obtain alternate quotes if necessary. * Identify insurers and clients that we can benefit off a 2,5% risk management fee. * Immersion into clients at all levels. * Suggest adjustments to Broker Advice Fees by CPIX annually and implement fees where none applies. * Challenge/suggest to AE's additional fees for example large loss claims management fee. * Invoice on or before renewal date to increase interest earned (not premium financed) and keep track of age analysis * Market authority: Senior negotiation authority with senior underwriters/reinsurers; secures bespoke facilities. * At least one meeting (virtual) and two face to face meetings with their key insures per month. Recorded and outcomes shared with broking team. * Attend insurer workshops to keep up to date with market changes * Manage Client Data integrity * Use systems effectively * Adapt the new client/technical documents/templates and SOP's that are continually being developed. * Ensure you are regularly aligned with the business strategy and what you need to do to achieve your targets. * Develop, manage and own your Personal Development Plan (PDP). * Ask for help and support so that can enable and retain your skills to deliver on the financial and other targets. * Upskill yourself and other Technical Brokers. * Help grow a psychologically safe workspace where you and your team want to work in. * Participate in- be an active and positive contributor not an observer and/or naysayer. * Take accountability to be in the know. * Take accountability for your growth. * Identify individuals in the business you can upskill and implement this. * Sincerely express appreciation, acknowledgement or support to others on a consistent basis. Green Marble Recruitment Consultants Recruiter