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Account Retention Expert

2 weeks ago

Randburg, Gauteng, South Africa Carlysle Human Capital Full time

We require a skilled Broker Portfolio Specialist to manage a portfolio of ± clients through proactive underwriting and administrative support.

This role is based in an office environment and does not involve external client visits.

Main Responsibilities:
  1. Client Portfolio Management: Provide excellent service & support to assigned clients.
  2. Premium & Payment Management: Track unpaid premiums & resolve payment issues.
  3. Policy Renewals & Retentions: Manage policy renewals, conduct risk assessments & minimize lapse rates.
  4. Policy Endorsements & Amendments: Update policies, assets & client information.
  5. Underwriting & Quoting: Conduct risk assessments, provide quotes & facilitate re-brokering as needed.
  6. Client Engagement: Interact with 25+ clients daily via Zoom or phone calls to discuss policies.
  7. Additional Duties: Manage cancellations, track device installations, process refunds & ensure compliance.