Client Relationship Manager

Discovery Limited; South Africa; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Discovery Limited in Durban, KwaZulu-Natal seeks an Insurance Broker focused on client relationships to understand needs and offer tailored cover options. You will source quotes, explain policies, and secure suitable solutions from multiple providers. A proactive professional will nurture existing clients and attract new business, while staying current with regulatory changes.

The role emphasizes service excellence, strong communication, and ethical practices in a collaborative team environment.

Qualifications

• Proven experience as an Insurance Broker or similar client-facing role.
• Strong knowledge of life, health, property and commercial insurance products.
• Excellent communication, interpersonal and presentation skills.
• Strong negotiation and sales abilities with an ability to build trust with clients.
• Familiarity with insurance brokerage software and CRM systems.
• FAIS accreditation or equivalent industry certification is essential.

Responsibilities

• Engage with clients to identify unique insurance requirements across lines of business.
• Provide expert advice on appropriate insurance products and coverage options.
• Source, compare and present quotes from multiple providers to clients.
• Negotiate terms and premiums with insurers on behalf of clients.
• Manage policy lifecycle from application to renewal and ensure client satisfaction.
• Build and maintain long-lasting client relationships and portfolios.
• Cross-sell and upsell relevant insurance products where appropriate.
• Stay updated on industry trends, products and regulatory changes in KwaZulu-Natal.
• Handle client inquiries, concerns and claims support professionally.
• Collaborate with internal teams to ensure seamless service delivery.

Job description

Insurance Broker - Client Relationship Manager

About the Role Our client, a well-established insurance brokerage firm, is actively seeking a dedicated and client-focused Insurance Broker to join their vibrant team in Durban, KwaZulu-Natal. This role is perfect for an individual passionate about providing exceptional service and building long-term relationships with a diverse clientele. You will be responsible for understanding clients’ insurance needs, offering tailored advice, and securing the most suitable policies from a range of providers. The ideal candidate possesses strong communication skills, a comprehensive understanding of the insurance market, and a commitment to ethical practices. As a key player in the Durban office, you will contribute to the growth and success of the brokerage by nurturing existing client relationships and attracting new business. We are looking for a proactive professional who can navigate the complexities of the insurance landscape and deliver clear, actionable recommendations. This position offers a unique opportunity to develop your career within a supportive and reputable organization, making a tangible difference to your clients’ financial security.

Key Responsibilities

• Engage with clients to identify their unique insurance requirements across various lines of business.
• Provide expert advice on appropriate insurance products and coverage options.
• Source, compare, and present insurance quotes from multiple providers to clients.
• Negotiate terms and premiums with insurance companies on behalf of clients.
• Manage the entire policy lifecycle, from initial application to renewal, ensuring client satisfaction.
• Build and maintain strong, long-lasting relationships with a portfolio of clients.
• Actively seek opportunities to cross-sell and up-sell relevant insurance products.
• Stay updated on industry trends, new products, and regulatory changes impacting the KwaZulu-Natal insurance market.
• Handle client inquiries, concerns, and claims support efficiently and professionally.
• Collaborate with internal teams to ensure seamless service delivery.

Requirements

• Proven experience as an Insurance Broker or similar client-facing role in the insurance industry.
• Sound knowledge of different insurance products (e.g., life, health, property, commercial).
• Excellent communication, interpersonal, and presentation skills.
• Strong negotiation and sales abilities.
• Ability to build rapport and trust with clients.
• Detail-oriented with strong organizational skills.
• Familiarity with insurance brokerage software and CRM systems.
• Relevant industry certifications (e.g., FAIS accreditation) are essential.
• A genuine passion for client service and problem-solving