Insurance Broker - Client Growth & Advisory Lead

Rbs Insurance Brokers

Cape Town

On-site

ZAR 300,000 - 420,000

Full time

6 days ago
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Job summary

Rbs Insurance Brokers is seeking an engaged insurance professional to manage and grow a personal and commercial lines book. You will deliver expert advice, build trusted client relationships, and work with an underwriting support team within a brand that values client outcomes and respectful collaboration.

As the face of RBS to your clients, you will generate new business, retain existing portfolios, and navigate regulatory standards while maintaining meticulous electronic records and proactive

Qualifications

  • Genuine enjoyment of client service and helping clients manage their insurance needs.
  • Ability to build real relationships with clients, underwriters and insurers.
  • Strong written and verbal communication skills with a client-focused mindset.

Responsibilities

  • Grow your own book of personal and commercial lines through lead generation and networking, hitting retention targets.
  • Look after clients with timely, professional communication and deliver a service experience that exceeds satisfaction targets.
  • Provide expert advice by assessing risk, presenting tailored insurance solutions and documenting recommendations per regulatory standards.
  • Manage day-to-day activities: new business, endorsements, cancellations and renewals; support clients through claims to resolution.
  • Coordinate with the underwriting support team and maintain accurate records of activity.
  • Commit to ongoing professional development and stay current on insurance product features and ratings.

Skills

Client service
Relationship building
Communication
Networking

Job description

Rbs Insurance Brokers is seeking an engaged insurance professional to manage and grow a personal and commercial lines book. You will deliver expert advice, build trusted client relationships, and work with an underwriting support team within a brand that values client outcomes and respectful collaboration.

As the face of RBS to your clients, you will generate new business, retain existing portfolios, and navigate regulatory standards while maintaining meticulous electronic records and proactive

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