Key Accounts Broker
Job Description
We are looking for a highly skilled and detail-oriented Internal / Key Accounts Broker to manage an existing client portfolio of xc2xb1300 clients through proactive underwriting and administrative support. This is an office-based/inbound role with no external client visits.Minimum Qualifications & Requirements:Matric (Grade 12)
RE5 Certification (compulsory)
NQF Level 4 in Financial Services (advantageous)
2+ years underwriting experience (brokerage environment preferred)
Personal & commercial lines underwriting experienceStrong communication, administration & interpersonal skillsKey Responsibilities:
Client Portfolio Management Provide high-level service & support to assigned clients.Premium & Payment Management Monitor unpaid premiums & resolve payment issues.
Policy Renewals & Retentions Manage renewals, conduct risk assessments & reduce lapse rates.
Policy Endorsements & Amendments Process changes in cover, asset details & client info.
Underwriting & Quoting Conduct risk assessments, provide quotes & re-broking as needed.
Client Engagement Handle 25+ client meetings per day via Zoom or phone to discuss policies.
Additional Duties Manage cancellations, track device installations, process refunds & ensure compliance.
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Job Detail
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Job IdJD1401016
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationJohannesburg, Gauteng, South Africa
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EducationNot mentioned