Internal Key Accounts Broker

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

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