Broker Consultant (Trucking Insurance)

Morton Moore Pty Ltd; Durban North; On-site; ZAR 457,000 - 547,000; Full time

Benefits offered by this job

Performance-based incentives

Travel and business expense allowance

Company laptop and cellphone allowance

Ongoing product, technical and reg.培训

Job summary

Morton Moore Pty Ltd, on behalf of our client, seeks a Portfolio Manager / Broker Consultant to grow an independent broker portfolio in the Durban region. The role blends sales and relationship management, driving profitable premium growth while upholding underwriting quality and service standards.

You will manage broker relationships, present portfolio data, and ensure adherence to SLAs and regulatory requirements, with travel within the region and a market-competitive CTC offered.

Qualifications

• Matric / Grade 12 is essential.
• Full short-term insurance qualification (NQF4/5) as required by FAIS.
• RE5 regulatory examination completed.
• Minimum 5 years' SA short-term insurance experience in broker consulting or portfolio management.
• Proven sales track record with negotiation and closing ability.
• Bilingual English and Afrikaans advantageous.
• Proficient MS Office and insurance administration systems.

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.

Skills

Negotiation

Sales experience

Communication

Relationship-building

Education

Matric / Grade 12

NQF4/5 Short-term Insurance (FAIS)

RE5 examination

Tools

MS Office Suite (Excel, Word, Outlook, PowerPoint)

Insurance administration systems

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 Durban 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 CTC up to R45k per month, with the final offer structured according to the successful candidate's experience, qualifications and track record.

• 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

Recruitment and POPIA Disclaimer This vacancy is advertised by Morton Moore, acting as a recruitment agency on behalf of our client. By submitting your application, CV and supporting information, you acknowledge that your personal information will be collected and processed for legitimate recruitment and employment-related purposes in accordance with the Protection of Personal Information Act, 4 of 2013 (POPIA). Your information may be assessed against the requirements of this vacancy and, where appropriate and subject to applicable legal requirements, shared with the relevant client and service providers involved in the recruitment process. Applications are subject to the requirements and selection criteria of the client, and submission of an application does not guarantee an interview, placement or offer of employment. Morton Moore reserves the right, together with its client, not to proceed with or fill the vacancy. No fees will be charged to candidates for recruitment or placement services. Any employment offer will be made by the client and will remain subject to the client’s applicable employment, verification and onboarding requirements.