Senior Commercial Broker

Job Description

Role: Senior Commercial Broker
Category: Insurance
Location: Sandton
Salary: Market-related


Our client is deeply committed to transforming and embracing diversity to achieve a diverse workplace, with employment equity as a key goal to create an inclusive workforce.

In alignment with these employment equity goals, preference will be given to applicants from designated groups, and people with disabilities are highly encouraged to apply.



Key Responsibilities:

Client Engagement: Conduct face-to-face client meetings and arrange on-site client appointments.

Client Service: Handle client queries , provide consistent feedback to clients , and manage client retention.

Portfolio & Risk Management: Handle new applications and quotations , manage underwriting, and oversee client renewals.

System & Record Management: Maintain the MyPractice system , record accurate details on relevant systems , and manage detailed administrative documentation and records.

Compliance: Ensure full FAIS compliance across all processes.

Relationship Building: Build and maintain excellent working relationships with clients, internal stakeholders , and insurers , effectively bridging the gap between the office and insurance companies.

Operations: Consistently maintain service level agreement deadlines and handle regular reporting.

Product Knowledge: Demonstrate a thorough understanding of policy wordings and various industry products.




Minimum Requirements:

Experience: No less than 7 to 10 years of relevant work experience as an Insure Adviser.

Qualifications: Completed NQF Level 4 or 5 qualification in Short Term Insurance.

Certifications: Successfully completed the Regulatory Examination RE5 (Representative).

Regulatory Compliance: DOFA confirmation from the FSCA alongside fit and proper product-specific training.

Computer Literacy: Fully computer literate in Microsoft Office 365 (Word, Excel, and Outlook).

Core Values: High integrity , empathy , responsibility , and a resilient attitude.

Work Ethic: Strong work ethic with the capability to perform under high volumes of pressure.

Collaboration: Ability to operate completely independently as well as within a team environment.

Communication & Negotiation: Good verbal and written communication skills paired with strong negotiation skills.

Organization: Meticulous attention to detail , good administration skills , excellent planning and organizing abilities , and strong time management.

Problem Solving: Strong analytical and problem-solving skills.

Client Focus: Highly client-focused with exceptional interpersonal and customer service skills.