Key Accounts Internship: Grow In Client Relations

Company : Avbob; KwaZulu-Natal; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Avbob is seeking an Internal / Key Accounts Broker to manage a portfolio of existing clients in the short-term insurance space. This office-based role requires proactive underwriting, top-tier client service, and robust administrative support.

The candidate should bring experience in personal and commercial lines and strong communication skills. The role includes renewal management, policy endorsements, and ongoing client engagement via Zoom or telephone.

Qualifications

• Matric (Grade 12) required.
• RE5 certification compulsory.
• NQF Level 4 qualification in Financial Services would be advantageous.
• Minimum 2 years underwriting experience.
• Experience in both personal and commercial lines underwriting.

Responsibilities

• Manage an assigned portfolio of approximately 300 clients.
• Maintain proactive communication with clients to understand their insurance needs.
• Deliver high levels of service and customer satisfaction.
• Monitor and follow up on unpaid premiums.
• Liaise with clients and insurers to resolve outstanding payment issues.
• Proactively manage policy renewals and ensure timely reviews.
• Process endorsements and changes to cover as needed.
• Provide competitive quotations for new business opportunities within existing portfolio.

Skills

Interpersonal skills

Communication skills

Attention to detail

Client relationship mgmt

Organisational skills

Negotiation

Independent work

Target driven

Education

Matric (Grade 12)

RE5 certification compulsory

NQF Level 4 in Financial Services

Tools

Zoom

Telephone

Job description

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Internal / Key Accounts Broker – Short-Term Insurance

We are seeking a highly skilled and detail-oriented Internal / Key Accounts Broker to manage a portfolio of existing clients through proactive underwriting, client service and administrative support.

The ideal candidate will have a minimum of 2 years''' underwriting experience , preferably within a brokerage environment, with experience in both personal and commercial lines insurance . This is an office-based/inbound role and does not involve external client visits.

Remuneration

• Competitive basic salary depending on experience and qualifications.
• Commission and retention incentives.
• No additional employee benefits such as pension or medical aid are included.

Minimum Qualifications & Requirements

• Matric (Grade 12).
• RE5 certification compulsory.
• NQF Level 4 qualification in Financial Services would be advantageous.
• Minimum 2 years''' underwriting experience .
• Experience in both personal and commercial lines underwriting.
• Strong interpersonal, administrative and communication skills.

Key Responsibilities

• Manage an assigned portfolio of approximately 300 clients.
• Maintain proactive communication with clients to understand their insurance needs.
• Deliver high levels of service and customer satisfaction.
• Monitor and follow up on unpaid premiums.
• Liaise with clients and insurers to resolve outstanding payment issues.

Policy Renewals & Retentions

• Proactively manage policy renewals and ensure policies are reviewed, updated and renewed timeously.
• Prepare and present renewal terms and alternative options.
• Conduct risk assessments and portfolio reviews.

Policy Endorsements & Amendments

• Process policy endorsements accurately and efficiently.
• Manage changes to cover, asset details and client information.
• Maintain accurate records in line with underwriting requirements.
• Conduct general underwriting duties, including risk assessments and rating.
• Provide competitive quotations for new business opportunities within the existing portfolio.
• Source and compare quotations from multiple insurers where required to ensure appropriate cover and pricing.

Client Engagement

• Conduct a minimum of 25 client consultations per day via Zoom or telephone.
• Discuss policy details, renewals, endorsements and cover adjustments.
• Provide professional guidance on cover options, excess structures, policy terms and risk exposures.

Additional Duties

• Manage policy cancellations, including conducting exit interviews and exploring retention opportunities.
• Coordinate tracking device installations where required for vehicle insurance.
• Arrange valuation services where required to ensure adequate sums insured.
• Process refunds accurately and timeously.
• Maintain compliance with applicable legislative and regulatory requirements.

Key Skills

• Excellent attention to detail.
• Strong client relationship management skills.
• Excellent verbal and written communication.
• Good administrative and organisational abilities.
• Ability to manage a large client portfolio.
• Strong negotiation and retention skills.
• Ability to work independently and meet daily targets.

Insurance Partners Youll Work With:

You will interact with leading insurers, including: