Internal Broker
2 weeks ago
Matric is essential
RE5 essential
NQF 4 advantageous
Minimum 4 years insurance industry experience is essential
Experience with both personal and commercial lines
Servicing an existing book of 300 clients
General underwriting
General enquiries regarding products, cover, and excesses
Renewals
Endorsements
Arranging Zoom meetings with clients to review policies (minimum 3 client meetings per day)
Underwriting and quoting new policies for existing clients.
Re-brokering and obtaining quotations from our insurance partners
Creating risk profiles and analysis of clients portfolio
Arranging tracking device installations
Arranging valuations
Cancellations and business retention
Refunds
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