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Umhlanga Rocks: Internal Short Term Broker

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Job Description

As an Internal / Key Accounts Broker, you will be responsible for managing a large portfolio of existing clients, ensuring renewals, retention, and accurate underwriting. This role is office-based and involves daily interaction with clients to provide advice, manage policies, and maintain compliance. The position requires attention to detail, strong administrative skills, and the ability to communicate professionally with clients and insurers. Key Responsibilities: Manage a portfolio of approximately 300 clients, ensuring excellent service delivery. Maintain proactive communication with clients to understand their insurance needs. Monitor and manage unpaid premiums with timely follow-ups. Oversee policy renewal processes and present renewal terms. Implement retention strategies to maintain portfolio value. Process endorsements and amendments accurately. Conduct underwriting duties, including risk assessments and quotations. Source and compare quotes from multiple insurers when required. Conduct 25 daily client meetings via Zoom or telephone. Provide professional advice on cover options, excess structures, and risk exposures. Manage cancellations, including retention solutions where possible. Coordinate tracking device installations and arrange valuations where necessary. Ensure prompt and accurate processing of refunds. Maintain compliance with all regulatory requirements. Key Attributes: Strong attention to detail Excellent communication skills Client-focused approach Organized and deadline-driven Ability to work independently and handle pressure Requirements: Matric (Grade 12) RE5 certification (compulsory) NQF Level 4 in financial services (advantageous) Minimum 2 years underwriting experience (brokerage preferred) Experience in personal and commercial lines insurance Strong administrative and interpersonal skills Remuneration: R15 000 – R21 000 CTC plus Commission Only shortlisted candidates will be contacted

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in eThekwini

The accounting and finance industry is a vital component of eThekwini’s economy, providing essential services to businesses, governments, and individuals. Generally, job seekers in this field can expect a stable and secure career with opportunities for growth and development. Typically, roles in accounting and finance are found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector.

Salaries for accounting and finance professionals in eThekwini vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level positions typically start between R200 000 to R300 000 per annum, while senior roles can range from R500 000 to R800 000 or more. However, these figures are general estimates and actual salaries may vary significantly. It is essential to research the specific job market and industry trends to determine realistic salary expectations.

Common skills required for accounting and finance roles in eThekwini include proficiency in financial software, such as SAP or Oracle; strong analytical and problem-solving skills; excellent communication and interpersonal skills; experience with budgeting, forecasting, and financial analysis tools; a solid understanding of tax laws and regulations; and a degree in accounting or finance. Additionally, many employers require candidates to hold relevant professional certifications, such as the Chartered Accountant (SA) designation.

Accounting and finance professionals can be found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector. The financial services sector is often a major employer of accounting and finance professionals in eThekwini, while the technology industry also provides many opportunities for growth and development. Other industries, such as manufacturing and construction, also require skilled accounting and finance professionals to manage their finances effectively.

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Career development opportunities are abundant in the accounting and finance field, with many employers offering training and development programs to help employees advance in their careers. Typically, experienced accountants can move into senior roles or take on leadership positions within their companies. With experience and additional certifications, accountants can transition into management roles, such as financial controller or accountant manager, or pursue career paths in finance consulting or public practice.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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