Broker Consultant (Heavy Commercial Vehicles)

Morton Moore Pty Ltd; Gauteng; On-site; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Travel and business expense allowance

Company laptop and cellphone allowance

Job summary

Morton Moore Pty Ltd in Johannesburg is seeking a Portfolio Manager / Broker Consultant to grow and service an independent broker portfolio. You will drive profitable premium growth while upholding underwriting quality and service standards, requiring strong market engagement and relationship-building across brokers and corporate brokerages.

The role involves regular broker meetings, education on product offerings and underwriting strategy, plus travel within the Gauteng region.

Qualifications

• Matric / Grade 12 (essential)
• Full short-term insurance qualification (NQF Level 4/5, minimum 120 credits) as required by FAIS
• Minimum 5 years' experience in South African short-term insurance, broker consulting or external sales
• Proven sales track record with strong negotiation, influencing and closing ability
• Confident, warm, engaging communicator with ability to build trust quickly
• Excellent written and verbal communication, especially email and proposals
• Intermediate to advanced MS Office skills and insurance administration systems
• Valid driver's license and willingness to travel within the region
• Fully bilingual in English and Afrikaans (advantageous)

Responsibilities

• Manage, service and grow an allocated broker portfolio in the Johannesburg region
• Achieve and exceed new business and retention targets
• Conduct regular broker appointments (in-person and virtual)
• Educate brokers on the company value proposition and underwriting appetite
• Identify portfolio gaps and cross-sell opportunities
• Monitor portfolio health, losses and renewals, advise on risk and cover changes
• Prepare portfolio data, performance metrics and market trends
• Ensure documentation is accurate before handover to Administration
• Communicate underwriting changes and regulatory requirements to brokers
• Travel within the region to meet clients and attend industry events

Skills

Sales experience

Negotiation

Relationship building

Communication skills

Education

NQF 4/5 short-term insurance qualification

FAIS RE5 regulatory examination

Tools

MS Office

Insurance administration systems

Job description

Job Description
Our client, a specialist short-term insurance provider, is seeking a Portfolio Manager / Broker Consultant to manage, support and grow their independent broker portfolio in the Johannesburg region. The role sits at the intersection of sales and relationship management, with the successful candidate responsible for driving profitable premium growth while maintaining underwriting quality and service standards. This is a strong opportunity for a commercially driven insurance professional who enjoys being out in the market and building lasting partnerships. Key Responsibilities Manage, service and grow an allocated portfolio of independent brokers and corporate brokerages within the region Achieve and exceed new business and retention targets across core and value-added short-term insurance products Schedule, prepare thoroughly for, and conduct regular in-person and virtual broker appointments Educate brokers on the company's value proposition, product offering, underwriting appetite and long-term strategy Conduct needs assessments to identify portfolio gaps, cross-sell opportunities and new market segments Monitor portfolio health, claims experience and loss ratios against regional targets, and take corrective action where required Review and screen upcoming renewals, advising on premium adjustments, sums insured and cover restructuring Prepare and present portfolio data, performance metrics and market trends in sales and business review meetings Ensure all documentation is accurate and complete before handover to the Administration Department Proactively communicate changes to underwriting criteria, product terms and regulatory requirements to brokers Ensure adherence to Service Level Agreements, corporate identity standards and internal compliance requirements Build strong internal working relationships with sales peers, administration, finance and management Represent the company professionally in the market and act as a brand ambassador at industry events Attend to ad-hoc business, operational and reporting requirements as they arise Requirements Matric / Grade 12 (essential) Full short-term insurance qualification (NQF Level 4/5, minimum 120 credits) as required by FAIS RE5 regulatory examination completed Minimum 5 years' experience within the South African short-term insurance industry, ideally in a broker consulting, portfolio management or external sales capacity Proven sales track record with strong negotiation, influencing and closing ability Confident, warm and engaging communicator with the ability to build trust and credibility quickly at all levels Excellent written communication skills, particularly professional email and proposal writing Thorough and well-prepared approach to client engagements, with strong attention to detail Intermediate to advanced MS Office skills (Excel, Word, Outlook, PowerPoint) and comfort with insurance administration systems Valid driver's licence, own reliable vehicle and willingness to travel within the region Fully bilingual in English and Afrikaans (advantageous) Benefits Our client is offering a market-related, negotiable package, with the final offer structured according to the successful candidate's experience, qualifications and track record. The role additionally offers: Performance-based incentives linked to portfolio growth and profitability Travel and business expense allowance Company laptop and cellphone allowance Ongoing product, technical and regulatory training Career growth within an established and specialised insurer
Requirements
Matric / Grade 12 (essential) Full short-term insurance qualification (NQF Level 4/5, minimum 120 credits) as required by FAIS RE5 regulatory examination completed Minimum 5 years' experience within the South African short-term insurance industry, ideally in a broker consulting, portfolio management or external sales capacity Proven sales track record with strong negotiation, influencing and closing ability Confident, warm and engaging communicator with the ability to build trust and credibility quickly at all levels Excellent written and verbal communication skills, particularly professional email and proposal writing Thorough and well-prepared approach to client engagements, with strong attention to detail Intermediate to advanced MS Office skills (Excel, Word, Outlook, PowerPoint) and comfort with insurance administration systems Valid driver's licence, own reliable vehicle and willingness to travel within the region Fully bilingual in English and Afrikaans (advantageous) Strong understanding of investment, retirement and risk planning principles Proficiency in financial planning software and Microsoft Office Excellent written and verbal communication skills Strong attention to detail and accuracy Ability to work well under pressure and meet deadlines Knowledge of FAIS and other relevant financial services legislation