Internal Short Term Broker

SUMMARY:
Bedfordview - Our client is a leader in the financial services industry, specializing in short-term insurance. They are seeking an Internal / Key Accounts Broker to provide tailored advice and cover to both personal and commercial clients, partnering with leading insurers in the market.

POSITION INFO:
As an Internal / Key Accounts Broker, you will be responsible for managing a large portfolio of existing clients, ensuring renewals, retention, and accurate underwriting. This role is office-based and involves daily interaction with clients to provide advice, manage policies, and maintain compliance. The position requires attention to detail, strong administrative skills, and the ability to communicate professionally with clients and insurers.

Key Responsibilities:

• Manage a portfolio of approximately 300 clients, ensuring excellent service delivery.
• Maintain proactive communication with clients to understand their insurance needs.
• Monitor and manage unpaid premiums with timely follow-ups.
• Oversee policy renewal processes and present renewal terms.
• Implement retention strategies to maintain portfolio value.
• Process endorsements and amendments accurately.
• Conduct underwriting duties, including risk assessments and quotations.
• Source and compare quotes from multiple insurers when required.
• Conduct 25+ daily client meetings via Zoom or telephone.
• Provide professional advice on cover options, excess structures, and risk exposures.
• Manage cancellations, including retention solutions where possible.
• Coordinate tracking device installations and arrange valuations where necessary.
• Ensure prompt and accurate processing of refunds.
• Maintain compliance with all regulatory requirements.

• Strong attention to detail
• Excellent communication skills
• Client-focused approach
• Organized and deadline-driven
• Ability to work independently and handle pressure

• Matric (Grade 12)
• RE5 certification (compulsory)
• NQF Level 4 in financial services (advantageous)
• Minimum 2 years’ underwriting experience (brokerage preferred)
• Experience in personal and commercial lines insurance
• Strong administrative and interpersonal skills