Overview:

We are seeking a highly skilled and detail-oriented Internal / Key Accounts Broker to manage a portfolio of existing clients through proactive underwriting and administrative support. The ideal candidate will have a minimum of 2 years’ experience in underwriting, preferably within a brokerage environment, and be proficient in handling both personal and commercial lines insurance. This role is office-based/inbound and does not involve external client visits.

Client portfolio management

Premium and payment management

Policy renewals and Retentions

Policy endorsements and amendments

Underwriting and quoting

Client Engagement

Additional Duties: Manage policy cancellations, including conducting exit interviews and offering retention solutions where possible.

Coordinate tracking device installations for vehicle insurance requirements.

Arrange valuation services when required to ensure adequate sums insured.

Process refunds promptly and accurately, in line with company insurer guidelines.

Maintain compliance with all legislative and regulatory requirements.

You will interact with leading insures, including

PPS

CIB

Momentum

Discovery

Santam

Old Mutual

King Price

Auto and General

New National

Echelon

Rodel

Remuneration:

• Competitive basic salary depending on experience and
• Commission and retention incentive
• Note: No additional employee benefits such as pension or medical aid are

Minimum Qualifications & Requirements:

• Matric (Grade 12) certificate
• RE5 certification (compulsory)
• NQF Level 4 qualification in financial services (advantageous)
• Minimum 2 years of underwriting experience
• Experience in both personal and commercial lines underwriting
• Strong interpersonal, administrative, and communication skills

Key Responsibilities:

Client Portfolio Management:

• Manage an assigned portfolio of approximately 300 clients, ensuring high levels of service delivery and customer satisfaction.
• Maintain proactive communication with clients to understand their insurance needs and provide appropriate solutions.

Premium & Payment Management:

• Monitor and manage unpaid premiums, ensuring timely follow-ups and
• Liaise with clients and insurers to resolve outstanding payment

Policy Renewals & Retentions:

• Proactively manage policy renewal 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, reduce lapse rates and maintaining portfolio value.

Policy Endorsements & Amendments:

• Process policy endorsements efficiently and accurately, including changes in cover, asset details, or client information.
• Maintain precise records and ensure compliance with underwriting

Underwriting & Quoting:

• Conduct general underwriting duties, including risk assessments and
• Provide competitive quotes for new business opportunities within the existing
• Source and compare quotes from multiple insurance providers (re-broking) when necessary to ensure optimal cover and pricing.

Client Engagement:

• Conduct a minimum of 25 client meetings per day via Zoom or telephonic consultation to discuss policy details, renewals, endorsements, and cover
• Provide clear and professional advice on cover options, excess structures, policy terms, and risk exposures.

Additional Duties:

• Manage policy cancellations, including conducting exit interviews and offering retention solutions where possible.
• Coordinate tracking device installations for vehicle insurance

• Arrange valuation services when required to ensure adequate sums
• Process refunds promptly and accurately, in line with company and insurer
• Maintain compliance with all legislative and regulatory

Insurance Partners You’ll Work With:

You will interact with leading insurers, including:

• PPS
• CIB
• Momentum
• Discovery
• Santam
• Old Mutual
• King Price
• Auto & General
• New National
• Echelon
• Rodel

 A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.