Senior Short-Term Insurance Relationship Consultant

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

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.