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Umhlanga: Internal Short Term Broker posted by Fouche & Co Recruitment

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Job Description

About the Role

As an Internal / Key Accounts Broker at Fouche & Co Recruitment, 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.

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.

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

Qualifications

  • RE5 certification
  • Matric (Grade 12)

Salary & Benefits

R15 000 – R21 000 CTC plus Commission

How to Apply

Only shortlisted candidates will be contacted

About Clerical Insurance Jobs in Kwazulu-Natal

In Kwazulu-Natal, South Africa, the clerical insurance industry is a common sector that employs many professionals. The job market trends in this field are generally positive, with a growing demand for skilled and experienced individuals to support the growth of the financial services sector. Typically, these roles require strong administrative skills, attention to detail, and excellent communication abilities.

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When it comes to salary expectations, clerical insurance positions often fall within broad ranges, such as R400 000 to R600 000 per annum, depending on factors like experience, company size, and industry sector. However, please note that these figures are only a general guideline and actual salaries can vary significantly. Experience, qualifications, and performance play a significant role in determining an individual’s salary.

Common skills required for clerical insurance roles include proficiency in Microsoft Office, particularly Excel, Word, and Outlook; strong analytical and problem-solving abilities; excellent communication and interpersonal skills; attention to detail and organizational abilities; knowledge of insurance industry processes and regulations; and sometimes, experience with data analysis software. These skills are often considered essential for success in this field.

The clerical insurance sector is commonly found in various industries, including financial services, technology, manufacturing, and human resources. Many companies across these sectors require clerical staff to support their operations, manage risk, and provide administrative support.

In terms of career development, clerical insurance roles can be a great starting point for those looking to advance in the industry. Typically, experienced professionals may move into supervisory or management positions, while others may choose to specialize in specific areas, such as claims processing or underwriting. Opportunities for professional development and advancement are often available through training programs, mentorship schemes, and career progression pathways within companies. With the right skills, experience, and attitude, individuals in clerical insurance roles can build a rewarding and challenging career.


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

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