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 Apply now!