Business Development Broker

4 days ago


Johannesburg, Gauteng, South Africa Catch Recruit Full time

**Job Overview**

Catch Recruit seeks an experienced Business Development Broker to join our team. As a key player in client portfolio management, you will be responsible for delivering exceptional service and driving business growth.

Key Responsibilities:

  • Manage an assigned portfolio of clients, ensuring high levels of service delivery and customer satisfaction.
  • Maintain proactive communication with clients to understand their insurance needs and provide tailored solutions.
  • Monitor and manage unpaid premiums, ensuring timely follow-ups and resolution.
  • Liaise with clients and insurers to resolve outstanding payment issues.
  • 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, 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.
  • Conduct general underwriting duties, including risk assessments and rating.
  • Provide competitive quotes for new business opportunities within the existing portfolio.
  • Source and compare quotes from multiple insurance providers when necessary to ensure optimal cover and pricing.

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


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