Key Accounts Broker
3 weeks ago
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Salary: 180000 Annually
Location: Johannesburg
We are looking for a highly skilled and detail-oriented Internal / Key Accounts Broker to manage an existing client portfolio of ±300 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 experience
- Strong communication, administration & interpersonal skills
- 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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