Broker Consultant (PTA)

Hollard Insurance; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance provider in Gauteng is seeking a Broker Consultant to develop and maintain strong relationships with brokers, manage a profitable portfolio, and deliver proactive portfolio management. The ideal candidate will have over 6 years of short-term insurance experience, excellent sales and relationship management skills, and a BCom degree or relevant qualification. This position offers opportunities for professional growth and the chance to work in a dynamic environment.

Qualifications

• More than 6 years relevant short term insurance experience.
• Sales and Relationship Management are key competencies for this role.
• Excellent communication skills (including writing and presentation skills).
• Ability to negotiate effectively.
• Ability to analyse and understand data from reports, portfolios, and market trends.
• Sound understanding of the TCF principles.

Responsibilities

• Develop and maintain strong relationships with brokers.
• Manage growth of the division and sell products to brokers.
• Service and manage own portfolio of clients.

Skills

Sales and Relationship Management

Excellent communication skills

Negotiation skills

Data analysis skills

Understanding of TCF principles

Education

Matric

BCom degree or relevant business qualification

Job description

Job title: Broker Consultant (PTA)

Job Location: Gauteng, Pretoria

Deadline: 13th December, 2025

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Job Purpose

To develop and maintain strong, effective relationships with brokers in order to attract and grow a profitable portfolio, ensuring a deep understanding of broker needs and delivering proactive portfolio management.

Key Responsibilities

• Sales and Marketing: Obtain new business from brokers and develop relationships with existing and new brokers. Manage the growth (including organic growth) of the division. Sell Hollard products to brokers and/or agents using consultative selling techniques. Contribute to effective marketing of the Company products by answering questions, resolving problems on topics such as policy status, billing, etc, and explaining new or revised products and processes. Make presentations to brokers and/or agents.
• Account Management: Meet goals for volume and value of quality new business quoted and written within company guidelines. Management of own portfolio. Recommend or implement changes to improve productivity, profitability, growth and the quality of assigned book of business. Service, grow and maintain renewal policies. Confirm rating and cover on endorsements requested. Review segment profit/growth results and trends to recommend and implement action plans to produce profitable underwriting results. Ensure that all premiums are received and up to date on all accounts in portfolio. In collaboration with credit control review and discuss all outstanding premiums and arrears with Brokers on a monthly basis.
• Underwriting / Risk Analysis: Analyze qualitative and quantitative data prepared by brokers to provide approval for risk selection and acceptance, coverage and price. Recommend creative alternatives in regards to rating plans, coverage and payment plans. Decline unsuitable risks. Ensure that policy transactions (quotes, new business, endorsements, renewals, post loss, cancellations) are issued and changes recorded accurately and in a timely manner by rating and/or capturing transactions to the core business system. Ensure reinsurance is in place, where applicable.

Required Knowledge, Skills and Experience

• More than 6 years relevant short term insurance experience.
• Sales and Relationship Management are key competencies for this role.
• Excellent communication skills (including writing and presentation skills).
• Ability to negotiate effectively.
• Ability to analyse and understand data from reports, portfolios, and market trends.
• Sound understanding of the TCF principles.

Educational Requirements

Required Qualifications:

• Matric
• BCom degree or relevant business qualification