Credit Insurance Advisor

SUMMARY:
Our client is a respected financial services provider specialising in risk and insurance solutions for corporate clients across various sectors. With a strong footprint in the credit insurance market, they are seeking a motivated and technically skilled individual to join their Trade Credit division in a junior management capacity.

POSITION INFO:
As a Junior Trade Credit Broker, you will support the placement, servicing, and management of trade credit insurance policies for a portfolio of corporate clients. The ideal candidate will have prior experience in trade credit insurance broking and a solid understanding of credit risk, policy structures, and client servicing within the credit insurance space.

Key Responsibilities:

• Assist in the structuring, placement, and renewal of trade credit insurance policies with both local and international underwriters.
• Maintain and grow client relationships by providing proactive advice, policy servicing, and renewal support.
• Analyse clients’ credit exposures and identify suitable insurance solutions to mitigate risk.
• Coordinate with underwriters to negotiate competitive terms and ensure compliance with market practices.
• Assist with claims notifications, documentation, and follow-ups.
• Prepare policy documents, endorsement instructions, and relevant reporting.
• Support senior brokers and client executives with administrative, technical, and client-facing responsibilities.
• Keep up to date with developments in the credit insurance market and contribute to product innovation and improvement.

Minimum Requirements:

• 3–6 years of experience in trade credit insurance, preferably within a broking environment.
• Familiarity with trade credit products such as whole turnover policies, excess of loss, and political risk cover.
• Strong understanding of credit risk principles and client financials.
• Exceptional communication and negotiation skills.
• Proficient in MS Office Suite; experience with credit analysis tools is an advantage.
• A relevant qualification in insurance, finance, or risk management is preferred.
• RE5 and/or FAIS compliance advantageous.

Key Competencies:

• Strong client service orientation with a commercial mindset.
• Analytical and detail-focused.
• Able to manage multiple client needs and timelines.
• Works well under pressure in a fast-paced, team-driven environment.
• Eagerness to grow into a more senior client-facing broking role.

What’s On Offer:

• A dynamic, growing team with strong mentorship opportunities.
• Exposure to top-tier insurers and corporate clients.
• Competitive remuneration package and benefits.
• Opportunity for career progression within the trade credit space.