Technical Broker (Corporate Risk) Umhlanga
Job Description
Our client is looking for a dynamic and experienced Commercial Insurance Broker to join their thriving team, focusing on small to mid sized commercial/corporate placements. This role is ideal for someone who excels at relationship building, partnering with clients at all management levels, and delivering proactive corporate risk insurance solutions in a fast paced brokerage environment.
Minimum Qualifications- Matric certificate (Grade 12)
- NQF 4 Short Term Insurance qualification or similar
- FAIS Fit and Proper compliance as an Authorised Representative
- RE 5 certification
- If currently internal: 85% scorecard for 2 consecutive cycles; renewal & policy quality met
- Minimum of 3 years' experience in Short Term Insurance - commercial and corporate lines
- Exposure to co leading 5 renewals, conducting 5 site visits with technical broker, and presenting 2 mini placement strategies
- Developed market relationships at a general underwriter level within an insurance company
- Proven negotiation and placement track record on small to medium commercial and/or corporate accounts
- Experience servicing stakeholders (Account Executives/Clients) at a mid management level within the client's business
- Worked previously in an Insurance Brokerage, preferably not under supervision
- Maintain, grow, and proactively service a portfolio of commercial/corporate clients, ensuring high retention ( 92-95%).
- Drive the full integrated renewal process, including risk and claims coordination, and prepare all relevant documentation.
- Identify and address gaps in client cover, suggesting specialist risks and suitable enhancements.
- Negotiate with insurers and underwriters, maintaining regular engagement (at least 1 virtual and 2 in person meetings/month).
- Achieve financial growth targets through fee optimisation, upselling/cross selling, and securing beneficial insurer arrangements.
- Ensure compliance with placement frameworks, escalating non standard cases as required.
- Leverage technology to maintain accurate policy documentation, execute audits, and track performance metrics.
- Participate in ongoing learning, mentoring, and continuous professional development (CPD) to support personal and team growth.
- Keep current with industry changes and competitor activity to provide innovative, value adding client advice.
- Deliver high quality, timely administrative tasks, including invoicing, collections follow up, and policy issuance.
If you are an entrepreneurial thinker with strong negotiation skills, client centric focus, and a passion for the insurance industry, we encourage you to apply for this exciting opportunity!
Please note that you will be redirected to Ditto to apply for this role.
We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.
By applying, you confirm that:- We may retain your personal information in our database for future matching of suitable opportunities
- We may contact you when suitable opportunities arise
- The information you have provided to us is true, correct and up to date
About This Role
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