Relationship Consultant (Insurance)

CareerCare-SA; Centurion; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Centurion seeks an experienced Relationship Consultant to manage a portfolio of clients. This role involves offering expert short-term insurance advice, ensuring client retention, and identifying growth opportunities. Responsibilities include conducting client portfolio reviews, negotiating policy renewals, and building long-term relationships. Candidates must have a Full FETC in Short Term Insurance, be licensed FAIS Representatives, and possess strong negotiation and interpersonal skills.

Qualifications

• Minimum of 3-5 years of experience in short-term insurance broking or consultancy.
• Valid FAIS Representative license and compliance with Fit & Proper requirements.
• In-depth knowledge of short-term insurance products, underwriting, and claims.

Responsibilities

• Serve as the primary contact for a portfolio of existing clients.
• Conduct client portfolio reviews to assess risk and provide advice.
• Negotiate policy renewals and manage endorsements.
• Identify and pursue growth opportunities through cross-selling.
• Build and maintain strong client relationships.
• Ensure compliance with FSCA regulations.

Skills

Client relationship management

Negotiation skills

Administrative skills

Interpersonal skills

Education

Full FETC in Short Term Insurance (NQF 4)

Job description

Relationship Consultant (Insurance) required in Centurion.

A leading financial services provider is seeking an experienced Relationship Consultant to manage a portfolio of clients.

The role focuses on providing expert short-term insurance advice, ensuring client retention, and identifying growth opportunities through proactive service.

Duties and Responsibilities:

• Serve as the primary contact for a portfolio of existing short-term insurance clients.
• Conduct client portfolio reviews to assess risk, ensure coverage adequacy, and provide advice.
• Negotiate policy renewals, manage endorsements, and facilitate the claims process.
• Identify and pursue growth opportunities through cross-selling and up-selling appropriate products.
• Build and maintain strong, long-term client relationships through professional consultation.
• Ensure compliance with FSCA regulations and maintain accurate client records.

Requirements:

• Full FETC in Short Term Insurance (NQF 4) is mandatory.
• 3-5 years of experience in a short-term insurance broking or consultancy role.
• Valid FAIS Representative license and meets Fit & Proper requirements.
• In-depth knowledge of short-term insurance products, underwriting, and claims.
• Exceptional client relationship management and interpersonal skills.
• Strong negotiation and administrative skills with high system proficiency.