Legal Insurance Broker Consultant | Sandton

Our client seeks an experienced, proactive, results-driven Legal Insurance Broker Consultant to build, maintain, and strengthen partnerships with external brokers and distribution channels. In this role, you will drive sales, enhance partner performance, and support the end-to-end business development cycle to achieve sustainable growth across our client''s Legal Insurance product portfolio.


Key Responsibilities:

Develop and maintain strong working relationships with brokers to maximize Legal Insurance product penetration and sales performance.

 
Conduct regular broker engagement sessions via telephonic, virtual, and in-person visits.

 
Serve as the primary contact for broker queries, escalations, and complaints.

 
Identify new broker acquisition opportunities and expand existing broker books.

 
Drive partner activation, product training, and sales capability to meet strategic targets such as net growth, conversion rates, and business quality.

 
Facilitate the end-to-end administration of Legal Insurance applications, including application capture, workflow tracking, and issue resolution.

 
Assist brokers with policy, system, underwriting, and process-related queries.

 

 
Maintain high service delivery standards with efficient turnaround times and accurate product information.

 
Plan monthly schedules to optimize partner visits, training sessions, and follow-ups.

 
Manage personal workflows and coordinate with internal support teams to resolve high-priority matters timeously.

 
Monitor broker metrics including panel penetration, conversion rates, and compliance standards.

 
Track persistency to ensure lapse and Not Taken Up (NTU) ratios remain within acceptable business thresholds (e.g., ≤ 40%).

 
Conduct root-cause analyses on underperforming broker portfolios and implement corrective action plans.

 
Collate, analyze, and interpret operational data to produce daily, weekly, and monthly performance reports.

 
Identify market and portfolio trends that impact sales persistency and product delivery.

 
Ensure all broker engagements and operational practices strictly adhere to FAIS, TCF (Treating Customers Fairly), POPIA, and internal governance frameworks.

 
Stay current with industry regulations and changes impacting Legal Insurance distribution.



Requirements:

Education: Grade 12 / Matric (Essential).

Regulatory: Relevant FAIS Accreditation (e.g., RE5 or equivalent qualification).

Experience: 3 to 4 years of proven experience in sales, distribution, or broker consulting within Short-Term Insurance or Legal Insurance.

Technical Skills: Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Direct experience in Legal Insurance product sales or working with legal service solutions.

Background in banking, financial services, insurance, or corporate business environments.

Experience collaborating with broker admin houses or external distribution networks.

Exposure to project management methodologies.

Strong relationship-building and stakeholder management capabilities.

Excellent verbal and written communication skills.

Proven sales, negotiation, and decision-making aptitude.

Analytical thinking with high attention to detail and accuracy.

Ability to work effectively under pressure, prioritize workflows, and deliver customer-centric service.

Solid understanding of financial services concepts and principles.