Permanent Internal Key Accounts Insurance Broker | Catch Recruit Vacancies
Job Description
Catch Recruit Vacancies – Internal Key Accounts Insurance Broker – Bedfordview
Location: Gauteng
Company: Catch Recruit
Job Type: Permanent
Job Sector: Insurance
Internal Key Accounts Insurance Broker – Bedfordview
Company: Catch Recruit
Job Description:
We are seeking a highly skilled and detail-oriented Internal Key Accounts Insurance Broker to manage a portfolio of existing clients through proactive underwriting and administrative support. The ideal candidate will have a minimum of 2 years’ experience in underwriting, preferably within a brokerage environment, and be proficient in handling both personal and commercial lines insurance. This is an office-based role focused on inbound client management, with no requirement for external client visits.
Minimum Qualifications and Requirements:
- Matriculation certificate
- RE5 certification (essential)
- NQF level 4 qualification
- Minimum 2 years’ experience in underwriting
- Proficiency in personal and commercial lines insurance
Key Responsibilities:
Client Portfolio Management:
- Manage a portfolio of approximately 300 clients, ensuring excellent service and customer satisfaction
- Maintain proactive communication to understand and address client insurance needs
Premium & Payment Management:
- Monitor unpaid premiums and follow up for timely resolution
- Liaise with clients and insurers to resolve payment issues
Policy Renewals & Retentions:
- Oversee policy renewal processes, ensuring timely reviews and updates
- Prepare renewal terms and alternatives, including risk assessments and portfolio reviews
- Implement retention strategies to reduce lapses and maintain portfolio value
Policy Endorsements & Amendments:
- Process policy changes accurately, including cover adjustments, asset updates, and client details
- Maintain precise records and adhere to underwriting compliance
Underwriting & Quoting:
- Conduct risk assessments and rating exercises
- Provide competitive quotes for new business within the existing portfolio
- Re-broker policies as needed to secure optimal cover and pricing
Client Engagement:
- Conduct at least 25 client meetings daily via Zoom or phone to discuss policies, renewals, and adjustments
- Offer professional advice on cover options, excess structures, terms, and risk exposure
Additional Duties:
- Handle policy cancellations, including exit interviews and retention offers
- Coordinate tracking device installations for vehicle insurance
- Arrange valuation services to ensure accurate sums insured
- Process refunds in line with company and insurer policies
- Ensure compliance with regulatory and legislative requirements
Our Insurance Partners Include:
PPS, CIB, Momentum, Discovery, Santam, Old Mutual, King Price, Auto & General, New National, Echelon, Rodel
Important Note:
Product-specific experience with our insurance partners is not required, as comprehensive training will be provided.
Join Catch Recruit and take the next step in your insurance career today!
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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