Internal Broker Consultant | Distribution Channel

Telesure Investment Holdings (TIH); Johannesburg; Presencial; ZAR 350 000 - 550 000; Tempo integral

Resumo da oferta

Telesure Investment Holdings (TIH) in Johannesburg seeks a Broker Relationship Manager to build and grow broker partnerships, drive marketing through brokers, and support onboarding and regulatory changes. You will deliver strong broker service, escalate issues, and help foster growth across TIH’s insurance brands.

The role emphasizes Treating Customers Fairly, broker performance, and data-driven decision making to enhance portfolio growth and market presence.

Qualificações

• FAIS requirements and regulatory knowledge are essential.
• Regulatory exam and short-term personal lines/business qualifications required (e.g. Business Insurance).
• CPD accreditation is essential.

Responsabilidades

• Build, maintain and grow relationships with broker partners.
• Drive marketing strategies through brokers and keep them informed of FSCA changes.
• Provide ongoing sales support and broker engagement.
• Support broker onboarding, training and development; assist with policy reviews, renewals and retention initiatives.
• Resolve broker escalations and ensure adherence to TCF principles.
• Monitor broker performance and productivity; identify challenges and propose solutions.
• Produce accurate activity and performance reports and analyze data for decision making.

Conhecimentos

FAIS compliance knowledge

Regulatory exam awareness

Broker relationship skills

Formação académica

Grade 12 / SAQA equivalent

Regulatory Examinations (FAIS)

Business insurance qualifications

CPD accreditation

Equivalent business-related qualification

Descrição da oferta de emprego

Our origins date back to 1985 when Auto&General was launched in South Africa. Auto&General was the first insurance company in the world to employ paperless, computerised and scientific risk rating underwriting and to conduct business over the telephone using voice-recording systems during the sales, policy amendments and claims handling process.

Auto General’s success in South Africa led to insurance operations being established in the UK, Australia, France, China and Singapore.

TIH was established in 1998 to house Auto&General and the South African interests of the Guernsey-based international financial services group, Budget Holdings Ltd. In South Africa, Budget Holdings Ltd is also responsible for The Saxon Boutique Hotel & Spa – named the World’s Leading Boutique Hotel since 2000; and Steyn City, a visionary residential and lifestyle estate in northern Johannesburg. Each business within the global group is operated on a fully independent basis, although benefitting from shared knowledge.

Today, TIH’s portfolio includes some of South Africa’s most loved and recognised insurance brands, stands out for its multi-brand, multi-product approach, and is recognised for delivering the most relevant solutions to its customers suited to their lives and the times they live in.

While each of the companies in TIH’s portfolio target different markets, they share the same ethos – to continuously find better ways to give its customers peace of mind. It’s a promise to provide peace of mind when disaster strikes and give back what disaster takes. A promise to be customer obsessed, and a promise to make South Africa a better place for all.

About the Role

Broker Relationship Management: Build, maintain, and grow relationships with broker partners. Drive the implementation of new and existing marketing strategies through brokers. Keep brokers informed of internal business requirements and regulatory (FSCA) changes. Provide ongoing sales support and broker engagement. Generate new business opportunities while maintaining existing relationships. Broker Customer Service Deliver excellent service to broker partners. Support broker onboarding, training, and development. Assist with policy reviews, renewals, and retention initiatives. Resolve broker escalations effectively and provide timely feedback. Ensure adherence to Treating Customers Fairly (TCF) principles. Broker Productivity & Business Growth Monitor broker performance and productivity. Identify challenges impacting broker success and recommend solutions. Gather market intelligence and provide feedback on broker trends and opportunities. Support initiatives that increase broker sales and portfolio growth. Sales & Performance Management Achieve assigned new business targets. Support brokers in achieving their sales goals. Review brokers' monthly production and performance statistics. Grow the overall broker portfolio. Reporting & Analytics Produce accurate activity and performance reports. Generate daily, weekly, and monthly tracking reports. Analyse data and provide insights to support decision‑making.

Responsibilities

• Broker Relationship Management:
• Build, maintain, and grow relationships with broker partners.
• Drive the implementation of new and existing marketing strategies through brokers.
• Keep brokers informed of internal business requirements and regulatory (FSCA) changes.
• Provide ongoing sales support and broker engagement.
• Generate new business opportunities while maintaining existing relationships.
• Broker Customer Service
• Deliver excellent service to broker partners.
• Support broker onboarding, training, and development.
• Assist with policy reviews, renewals, and retention initiatives.
• Resolve broker escalations effectively and provide timely feedback.
• Ensure adherence to Treating Customers Fairly (TCF) principles.
• Broker Productivity & Business Growth
• Monitor broker performance and productivity.
• Identify challenges impacting broker success and recommend solutions.
• Gather market intelligence and provide feedback on broker trends and opportunities.
• Support initiatives that increase broker sales and portfolio growth.
• Achieve assigned new business targets.
• Support brokers in achieving their sales goals.
• Review brokers' monthly production and performance statistics.
• Grow the overall broker portfolio.
• Reporting & Analytics
• Produce accurate activity and performance reports.
• Generate daily, weekly, and monthly tracking reports.
• Analyse data and provide insights to support decision-making.

Qualifications

• EDUCATION General Education Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory Examination and relevant short term personal lines and business qualifications (e.g. Business Insurance) (Essential); All relevant FAIS requirements (Essential); Relevant CPD accreditation (Essential); Equivalent business-related qualification (Advantageous)

Required Skills

• All relevant FAIS requirements (Essential).
• Regulatory Examination and relevant short term personal lines and business qualifications (e.g. Business Insurance) (Essential).

Preferred Skills

• Equivalent business-related qualification (Advantageous).
• Experience in the Broker fraternity (Advantageous).