Internal / Key Accounts Broker

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000434/JC

Date posted:

Wednesday, May 28, 2025

Location:

Johannesburg, South Africa

Salary:

15 000 Monthly

SUMMARY:
Bedfordview - Our client is an independent financial services brokerage operating within the insurance sector is seeking an Internal / Key Accounts Broker to join their rapidly growing Short-Term Insurance department.

POSITION INFO:
This role will be responsible for managing a portfolio of approximately 300 clients, ensuring high service levels through proactive communication, underwriting, and renewals.
The successful candidate will handle daily policy administration, ensure premium collections, and support retention strategies through regular client engagement.

All work is conducted internally with a strong focus on service delivery and compliance.

Key Responsibilities

Manage a portfolio of around 300 clients, both personal and commercial lines
Ensure timely renewals, retentions, and re-broking where necessary
Process endorsements, amendments, cancellations, and refunds
Conduct 25+ daily client meetings via Zoom or phone
Provide policy advice on excesses, risks, and terms
Monitor unpaid premiums and resolve outstanding payments
Coordinate installations (e.g., vehicle tracking) and valuations
Maintain accurate records and underwriting compliance
Source and compare quotes across multiple insurers
Handle cancellation interviews and offer retention solutions

Key Attributes

Attention to detail
Strong administrative skills
Effective communicator
Client-service orientation
Ability to work independently

Requirements

Matric (Grade 12)
RE5 certification (compulsory)
NQF Level 4 qualification in financial services (advantageous)
Minimum 2 years’ experience in underwriting
Experience in both personal and commercial lines

Remuneration
R15 000 – R18 000 per month basic salary
Additional benefits: Commission and retention incentives

**Only shortlisted candidates will be contacted**

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