Gauteng: Internal / Key Accounts Broker posted by Fouche & Co Recruitment
Posted on 2025-05-29 00:00:00
| Employer | Fouche & Co Recruitment |
|---|---|
| Category | Finance/Accounting Management |
| Location | Gauteng / Gauteng |
Job Summary
The successful candidate will handle daily policy administration, ensure premium collections, and support retention strategies through regular client engagement.
All work is conducted internally with a strong focus on service delivery and compliance.
Key Responsibilities
- Manage a portfolio of around 300 clients, both personal and commercial lines
- Ensure timely renewals, retentions, and re-broking where necessary
- Process endorsements, amendments, cancellations, and refunds
- Conduct 25+ daily client meetings via Zoom or phone
- Provide policy advice on excesses, risks, and terms
- Monitor unpaid premiums and resolve outstanding payments
- Coordinate installations (e.g., vehicle tracking) and valuations
- Maintain accurate records and underwriting compliance
- Source and compare quotes across multiple insurers
- Handle cancellation interviews and offer retention solutions
Key Attributes
- Attention to detail
- Strong administrative skills
- Effective communicator
- Client-service orientation
- Ability to work independently
Requirements
- Matric (Grade 12)
- RE5 certification (compulsory)
- NQF Level 4 qualification in financial services (advantageous)
- Minimum 2 years’ experience in underwriting
- Experience in both personal and commercial lines
Remuneration
R15 000 – R18 000 per month basic salary
Additional benefits: Commission and retention incentives
**Only shortlisted candidates will be contacted**
Click Go Apply to apply online!
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