Customer Relationship Manager

Rmg Recruitment; Durban; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Rmg Recruitment is seeking an Insurance Broker to join a Durban-based team. You will engage with clients to identify insurance needs and offer tailored coverage options.

Responsibilities include sourcing and comparing quotes, negotiating terms and premiums, and managing the full policy lifecycle from application to renewal while delivering exceptional client service.

Qualifications

• Proven experience as an Insurance Broker or similar client-facing role.
• Sound knowledge of life, health, property, and commercial insurance.
• Excellent communication, interpersonal, and presentation skills.
• Strong negotiation and sales abilities.
• Detail-oriented with strong organizational skills.
• Familiarity with insurance brokerage software and CRM systems.
• FAIS accreditation is essential.

Responsibilities

• Engage with clients to identify their insurance requirements across lines of business.
• Provide expert advice on suitable insurance products and coverage options.
• Source, compare, and present quotes from multiple providers.
• Negotiate terms and premiums with insurers on behalf of clients.
• Manage the policy lifecycle from application to renewal.
• Build and maintain long-term client relationships.
• Cross-sell and upsell relevant insurance products.
• Stay updated on industry trends and regulatory changes for KwaZulu-Natal.

Skills

Client relationship management

Negotiation

Sales

Communication skills

Education

FAIS accreditation

Tools

CRM software

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.
• Must reside in or be willing to commute to Durban, South Africa.

Benefits

• Competitive commission structure and potential for high earnings.
• Basic salary reflecting experience and expertise.
• Medical aid benefits and gap cover.
• Retirement annuity options.
• Ongoing training and professional development opportunities.
• A supportive team environment in a well-regarded Durban brokerage.
• Opportunities to network within the KwaZulu-Natal business community.
• Modern office facilities.
• Client acquisition incentives.