Requirements: 

• Matric (Grade 12) certificate 
• RE5 certificate 
• NQF Level 4 qualification in financial services 
• Minimum of 2 years underwriting experience
• Experience in both personal and commercial lines underwriting

Responsibilities: 

• Manage a portfolio of existing clients through proactive underwriting and administrative support
• Maintain proactive communication with clients to understand their insurance needs and provide appropriate solutions 
• Monitor and manage unpaid premiums, ensuring timely follow-ups and resolutions
• Liaise with clients and insurers to resolve outstanding payment issues
• Proactively manage policy renewals 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 
• Process policy endorsements efficiently and accurately, including changes in cover asset details. or client information
• Maintain precise records and ensure compliance with underwriting guidelines 
• 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 
• Daily client engagement via Zoom or telephonic consultation to discuss policy details, renewals, endorsements, and cover adjustments 
• Manage policy cancellations, including conducting exit interviews and offering retention solutions where necessary 
• Coordinate tracking device installations for vehicle insurance requirements
• Process refunds promptly and accurately, in line with company and insurer guidelines
• Maintain compliance with all legislative and regulatory requirements

How to apply:

1. Follow the link to our jobseeker’s page www.********.co.za
2. Search for the job title: Internal/Key Account Broker 
3. Click apply to submit your CV.

Requirements: 

• Matric (Grade 12) certificate 
• RE5 certificate 
• NQF Level 4 qualification in financial services 
• Minimum of 2 years underwriting experience
• Experience in both personal and commercial lines underwriting

Responsibilities:

• Manage a portfolio of existing clients through proactive underwriting and administrative support
• Maintain proactive communication with clients to understand their insurance needs and provide appropriate solutions 
• Monitor and manage unpaid premiums, ensuring timely follow-ups and resolutions
• Liaise with clients and insurers to resolve outstanding payment issues
• Proactively manage policy renewals 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 
• Process policy endorsements efficiently and accurately, including changes in cover asset details. or client information
• Maintain precise records and ensure compliance with underwriting guidelines 
• 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 
• Daily client engagement via Zoom or telephonic consultation to discuss policy details, renewals, endorsements, and cover adjustments 
• Manage policy cancellations, including conducting exit interviews and offering retention solutions where necessary 
• Coordinate tracking device installations for vehicle insurance requirements
• Process refunds promptly and accurately, in line with company and insurer guidelines
• Maintain compliance with all legislative and regulatory requirements

How to apply:

1. Follow the link to our jobseeker’s page www.********.co.za
2. Search for the job title: Internal/ Key Accounts Broker
3. Click apply to submit your CV.