Internal / Key Accounts Broker

SUMMARY:
Bedfordview - Our client is an independent financial services brokerage operating within the insurance sector is seeking an Internal / Key Accounts Broker to join their rapidly growing Short-Term Insurance department.

POSITION INFO:
This role will be responsible for managing a portfolio of approximately 300 clients, ensuring high service levels through proactive communication, underwriting, and renewals.
The successful candidate will handle daily policy administration, ensure premium collections, and support retention strategies through regular client engagement.

All work is conducted internally with a strong focus on service delivery and compliance.

Key Responsibilities

• Manage a portfolio of around 300 clients, both personal and commercial lines
• Ensure timely renewals, retentions, and re-broking where necessary
• Process endorsements, amendments, cancellations, and refunds
• Conduct 25+ daily client meetings via Zoom or phone
• Provide policy advice on excesses, risks, and terms
• Monitor unpaid premiums and resolve outstanding payments
• Coordinate installations (e.g., vehicle tracking) and valuations
• Maintain accurate records and underwriting compliance
• Source and compare quotes across multiple insurers
• Handle cancellation interviews and offer retention solutions

• Attention to detail
• Strong administrative skills
• Effective communicator
• Client-service orientation
• Ability to work independently

• Matric (Grade 12)
• RE5 certification (compulsory)
• NQF Level 4 qualification in financial services (advantageous)
• Minimum 2 years’ experience in underwriting
• Experience in both personal and commercial lines