Overview:

We are seeking a highly skilled and detail-oriented Internal / Key Accounts Broker to manage a portfolio of existing clients through proactive underwriting and administrative support. The ideal candidate will have a minimum of 2 years’ experience in underwriting, preferably within a brokerage environment, and be proficient in handling both personal and commercial lines insurance. This role is office-based/inbound and does not involve external client visits.

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

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
• Liaise with clients and insurers to resolve outstanding payment

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, reduce 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

Underwriting & Quoting:

• Conduct general underwriting duties, including risk assessments and
• Provide competitive quotes for new business opportunities within the existing
• 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
• 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
• Arrange valuation services when required to ensure adequate sums
• Process refunds promptly and accurately, in line with company and insurer
• Maintain compliance with all legislative and regulatory

A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.