Internal Key Accounts Broker - Portfolio Underwriter

Skillsgro; Durban; In loco; ZAR 240.000 - 420.000; Tempo pieno

Descrizione del lavoro

Skillsgro in Durban is seeking an Internal / Key Accounts Broker to manage a portfolio of approximately 300 clients through proactive underwriting, client service and administrative support. The role is office-based with no external client visits and requires a minimum of 2 years underwriting experience in personal and commercial lines, RE5, and a strong focus on communication, negotiation and retention.

You will manage renewals, endorsements and amendments, monitor unpaid premiums, and liaise

Competenze

• Matric (Grade 12) and RE5 certification are required.
• Minimum 2 years underwriting experience in personal and commercial lines.
• Experience in a brokerage environment is preferred.

Mansioni

• Client Portfolio Management: manage ~300 clients and communicate proactively about needs.
• Premium & Payment Management: monitor unpaid premiums and liaise with insurers to resolve issues.
• Policy Renewals & Retentions: renewals, terms, and retention strategies; conduct risk assessments.
• Policy Endorsements & Amendments: process changes to cover and client details; maintain records.
• Underwriting & Quoting: perform risk assessments and provide quotations from multiple insurers.
• Client Engagement: conduct at least 25 client consultations per day via Zoom/phone.
• Additional Duties: cancellations, tracking devices, valuation services, refunds, regulatory compliance.

Conoscenze

Underwriting knowledge

Attention to detail

Client relationship management

Verbal communication

Written communication

Administrative skills

Portfolio management

Negotiation & retention

Formazione

Matric

RE5 | compulsory

NQF4 in Financial Services advantageous

Strumenti

Zoom

Descrizione del lavoro

Skillsgro in Durban is seeking an Internal / Key Accounts Broker to manage a portfolio of approximately 300 clients through proactive underwriting, client service and administrative support. The role is office-based with no external client visits and requires a minimum of 2 years underwriting experience in personal and commercial lines, RE5, and a strong focus on communication, negotiation and retention.

You will manage renewals, endorsements and amendments, monitor unpaid premiums, and liaise