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Internal Key Account Broker

  • Johannesburg
  • Salary: R15 000.00 - R22 000.00 Per Month
  • Job Type: Permanent
  • Sectors: Insurance
  • Reference: 2267768

Apply before Jul 25 2025 | 58 Days left

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Vacancy Details

Employer: Catchrecruit

Key Responsibilities:

Client Portfolio Management:

• Manage an assigned portfolio of approximately 300 clients, ensuring high levels of service delivery and customer satisfaction.

• Maintain proactive communication with clients to understand their insurance needs and provide appropriate solutions.

Premium & Payment Management:

• Monitor and manage unpaid premiums, ensuring timely follow-ups and resolution.

• Liaise with clients and insurers to resolve outstanding payment issues.

Policy Renewals & Retentions:

• Proactively manage policy renewal processes, ensuring policies are reviewed, updated, and renewed in a timely manner.

• Prepare and present renewal terms and alternatives, conducting risk assessments and portfolio reviews.

• Implement effective client retention strategies, reducing lapse rates and maintaining portfolio value. Policy

Endorsements & Amendments:

• Process policy endorsements efficiently and accurately, including changes in cover, asset details, or client information.

• Maintain precise records and ensure compliance with underwriting guidelines. Underwriting & Quoting:

• Conduct general underwriting duties, including risk assessments and rating.

• Provide competitive quotes for new business opportunities within the existing portfolio.

• Source and compare quotes from multiple insurance providers (re-broking) when necessary to ensure optimal cover and pricing.

Client Engagement:

• Conduct a minimum of 25 client meetings per day via Zoom or telephonic consultation to discuss policy details, renewals, endorsements, and cover adjustments.

• Provide clear and professional advice on cover options, excess structures, policy terms, and risk exposures.

Additional Duties:

• Manage policy cancellations, including conducting exit interviews and offering retention solutions where possible.

• Coordinate tracking device installations for vehicle insurance requirements.

• Arrange valuation services when required to ensure adequate sums insured.

• Process refunds promptly and accurately, in line with company and insurer guidelines.

• Maintain compliance with all legislative and regulatory requirements.


Candidate Requirements

Minimum Qualifications & Requirements:

• Matric (Grade 12) certificate

• RE5 certification (compulsory)

• NQF Level 4 qualification in financial services (advantageous)

• Minimum 2 years of underwriting experience

• Experience in both personal and commercial lines underwriting

• Strong interpersonal, administrative, and communication skills


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8 people have applied for this job. 640 people have viewed this job.

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© Careers24. All rights reserved.

About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

Company

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  • Advertise With Us

Quick Links

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