Internal Broker / Underwriter
HR Genie
Sandton City, South Africa
2d ago
source : Job Placements

Join one of the Top 10 Internal brokerages in SA

Non-negotiables :
  • Matric.
  • Matric.
  • RE5 Certificate and 120 credits on NQF4.
  • 2-3 years experience in a similar role.
  • Go-getter, self-motivated and driven.
  • Duties and responsibilities

  • Strong Underwriting background and understanding of Policy Wording,
  • Scheduling and attending meetings with clients,
  • Assessing clients'' current and future insurance needs (Needs Analysis),
  • Preparing reports,
  • Generate access to potential short-term insurance markets (if not existing already),
  • Build and maintain internal and external relationships which includes insurers, clients and lead providers,
  • Build rapport and sell products to clients telephonically as well as in person,
  • Engage with potential clients and obtain an in-depth understanding of their short-term insurance needs,
  • Match customers need to suitable products available at your disposal,
  • Upselling additional products and gap covers,
  • Provide ongoing service and support to your client base,
  • Retention of existing business including renewal discussions,
  • Ensure compliance and procedural requirements are always met,
  • Microsoft Office (Word, Excel and PowerPoint),
  • Strong in Administration,
  • Support to Client Services Managers

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